HomeCompareBRY vs SPHD

BRY vs SPHD: Dividend Comparison 2026

BRY yields 3.68% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BRY wins by $45.9K in total portfolio value
10 years
BRY
BRY
● Live price
3.68%
Share price
$3.26
Annual div
$0.12
5Y div CAGR
32.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$72.5K
Annual income
$17,138.73
Full BRY 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 — BRY vs SPHD

📍 BRY 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 PeriodBRYSPHD
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, BRY + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BRY 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.

BRY
Annual income on $10K today (after 15% tax)
$312.88/yr
After 10yr DRIP, annual income (after tax)
$14,567.92/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, BRY beats the other by $14,082.30/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

BRY: 50%SPHD: 50%
100% SPHD50/50100% BRY
Portfolio after 10yr
$49.5K
Annual income
$8,855.03/yr
Blended yield
17.89%
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Analyst Conviction Gap

Where Wall Street is most bullish on BRY right now

BRY
Analyst Ratings
6
Buy
16
Hold
2
Sell
Consensus: Hold
Price Target
$7.00
+114.7% upside vs current
Range: $7.00 — $7.00
Altman Z
0.5
Piotroski
4/9
SPHD
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BRY buys
2
SPHD buys
0
PoliticianChamberTickerTypeAmountDate
Ron Wyden🏛 Senate$BRY▲ Buy$15,001 - $50,0002020-05-07
Ron Wyden🏛 Senate$BRY▲ Buy$15,001 - $50,0002020-05-07
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBRYSPHD
Forward yield3.68%4.33%
Annual dividend / share$0.12$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR32.4%0%
Portfolio after 10y$72.5K$26.5K
Annual income after 10y$17,138.73$571.32
Total dividends collected$46.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBRY PortfolioBRY Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,187$487.36$11,133$432.85+$54.00BRY
2$12,645$674.66$12,363$450.36+$282.00BRY
3$14,474$943.59$13,695$467.39+$779.00BRY
4$16,823$1,336.44$15,138$483.90+$1.7KBRY
5$19,923$1,922.14$16,697$499.88+$3.2KBRY
6$24,135$2,816.65$18,382$515.31+$5.8KBRY
7$30,046$4,221.98$20,198$530.17+$9.8KBRY
8$38,653$6,503.80$22,157$544.46+$16.5KBRY
9$51,712$10,353.05$24,266$558.18+$27.4KBRY
10$72,470$17,138.73$26,536$571.32+$45.9KBRY

BRY vs SPHD: Complete Analysis 2026

BRYStock

Berry Corporation, an independent upstream energy company, engages in the development and production of conventional oil reserves located in the western United States. It operates in two segments, Development and Production, and Well Servicing and Abandonment. The company's properties are located in the San Joaquin and Ventura basins, California; and Uinta basin, Utah. As of December 31, 2021, it had a total of 3,417 net productive wells. The company was formerly known as Berry Petroleum Corporation and changed its name to Berry Corporation in February 2020. Berry Corporation was founded in 1909 and is headquartered in Dallas, Texas.

Full BRY 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.