HomeCompareBRLVX vs SPHD

BRLVX vs SPHD: Dividend Comparison 2026

BRLVX yields 12.64% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BRLVX wins by $19.5K in total portfolio value
10 years
BRLVX
BRLVX
● Live price
12.64%
Share price
$25.18
Annual div
$3.18
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$46.0K
Annual income
$2,778.78
Full BRLVX calculator →
SPHD
SPHD
● Live price
4.33%
Share price
$49.34
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$571.32
Full SPHD calculator →

Portfolio growth — BRLVX vs SPHD

📍 BRLVX pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodBRLVXSPHD
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, BRLVX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BRLVX pays
SPHD pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

BRLVX
Annual income on $10K today (after 15% tax)
$1,074.82/yr
After 10yr DRIP, annual income (after tax)
$2,361.96/yr
SPHD
Annual income on $10K today (after 15% tax)
$367.92/yr
After 10yr DRIP, annual income (after tax)
$485.62/yr
At 15% tax rate, BRLVX beats the other by $1,876.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of BRLVX + SPHD for your $10,000?

BRLVX: 50%SPHD: 50%
100% SPHD50/50100% BRLVX
Portfolio after 10yr
$36.3K
Annual income
$1,675.05/yr
Blended yield
4.62%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BRLVX buys
0
SPHD buys
0
No recent congressional trades found for BRLVX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBRLVXSPHD
Forward yield12.64%4.33%
Annual dividend / share$3.18$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$46.0K$26.5K
Annual income after 10y$2,778.78$571.32
Total dividends collected$20.0K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: BRLVX vs SPHD ($10,000, DRIP)

YearBRLVX PortfolioBRLVX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,964$1,264.50$11,133$432.85+$831.00BRLVX
2$14,216$1,413.93$12,363$450.36+$1.9KBRLVX
3$16,781$1,570.09$13,695$467.39+$3.1KBRLVX
4$19,688$1,732.16$15,138$483.90+$4.5KBRLVX
5$22,965$1,899.26$16,697$499.88+$6.3KBRLVX
6$26,643$2,070.49$18,382$515.31+$8.3KBRLVX
7$30,753$2,244.94$20,198$530.17+$10.6KBRLVX
8$35,328$2,421.72$22,157$544.46+$13.2KBRLVX
9$40,401$2,599.95$24,266$558.18+$16.1KBRLVX
10$46,008$2,778.78$26,536$571.32+$19.5KBRLVX

BRLVX vs SPHD: Complete Analysis 2026

BRLVXStock

The investment seeks to provide long-term total return on capital, primarily through capital appreciation and some income. The fund invests in a diversified portfolio of stocks of large capitalization companies that are listed on the New York Stock Exchange, NYSE American, or NASDAQ. Under normal market conditions, at least 80% of Fund net assets (plus borrowings for investment purposes) are invested in stocks from among those in the large-cap value category at the time of purchase.

Full BRLVX Calculator →

SPHDETF

The Invesco S&P 500 High Dividend Low Volatility ETF (Fund) is based on the S&P 500 Low Volatility High Dividend Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. Standard & Poor's compiles, maintains and calculates the Index, which is composed of 50 securities traded on the S&P 500 Index that historically have provided high dividend yields and low volatility. The Fund and the Index are rebalanced and reconstituted semi-annually, in January and July.

Full SPHD Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.