HomeCompareBSPAX vs SPHD

BSPAX vs SPHD: Dividend Comparison 2026

BSPAX yields 1.34% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $4.9K in total portfolio value
10 years
BSPAX
BSPAX
● Live price
1.34%
Share price
$739.07
Annual div
$9.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.6K
Annual income
$146.21
Full BSPAX 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 — BSPAX vs SPHD

📍 SPHD 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 PeriodBSPAXSPHD
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, BSPAX + SPHD cover 0 of 12 monthsgood coverage

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

BSPAX
Annual income on $10K today (after 15% tax)
$113.94/yr
After 10yr DRIP, annual income (after tax)
$124.28/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, SPHD beats the other by $361.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BSPAX: 50%SPHD: 50%
100% SPHD50/50100% BSPAX
Portfolio after 10yr
$24.1K
Annual income
$358.77/yr
Blended yield
1.49%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BSPAX buys
0
SPHD buys
0
No recent congressional trades found for BSPAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBSPAXSPHD
Forward yield1.34%4.33%
Annual dividend / share$9.91$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.6K$26.5K
Annual income after 10y$146.21$571.32
Total dividends collected$1.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBSPAX PortfolioBSPAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,834$134.04$11,133$432.85$299.00SPHD
2$11,728$135.72$12,363$450.36$635.00SPHD
3$12,686$137.31$13,695$467.39$1.0KSPHD
4$13,713$138.81$15,138$483.90$1.4KSPHD
5$14,813$140.23$16,697$499.88$1.9KSPHD
6$15,992$141.57$18,382$515.31$2.4KSPHD
7$17,254$142.84$20,198$530.17$2.9KSPHD
8$18,606$144.03$22,157$544.46$3.6KSPHD
9$20,054$145.15$24,266$558.18$4.2KSPHD
10$21,604$146.21$26,536$571.32$4.9KSPHD

BSPAX vs SPHD: Complete Analysis 2026

BSPAXStock

The investment seeks to provide investment results that correspond to the total return performance of publicly-traded common stocks in the aggregate, as represented by the Standard & Poor's 500® Index. The fund is a feeder fund that invests all of its assets in the Master Portfolio of MIP, which has the same investment objective and strategies as the fund. At least 90% of the value of the fund's assets is invested in securities comprising the S&P 500 Index. The percentage of the fund's assets invested in a given stock is approximately the same as the percentage such stock represents in the S&P 500 Index.

Full BSPAX 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.