HomeCompareBSWN vs SPHD

BSWN vs SPHD: Dividend Comparison 2026

BSWN yields 18.68% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BSWN wins by $40.8K in total portfolio value
10 years
BSWN
BSWN
● Live price
18.68%
Share price
$10.70
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$67.3K
Annual income
$5,840.90
Full BSWN calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — BSWN vs SPHD

📍 BSWN 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 PeriodBSWNSPHD
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, BSWN + SPHD cover 0 of 12 monthsgood coverage

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

BSWN
Annual income on $10K today (after 15% tax)
$1,588.15/yr
After 10yr DRIP, annual income (after tax)
$4,964.76/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, BSWN beats the other by $4,482.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BSWN: 50%SPHD: 50%
100% SPHD50/50100% BSWN
Portfolio after 10yr
$46.9K
Annual income
$3,204.13/yr
Blended yield
6.83%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BSWN buys
0
SPHD buys
0
No recent congressional trades found for BSWN or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBSWNSPHD
Forward yield18.68%4.30%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$67.3K$26.5K
Annual income after 10y$5,840.90$567.37
Total dividends collected$36.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBSWN PortfolioBSWN Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,568$1,868.41$11,130$430.50+$1.4KBSWN
2$15,643$2,194.66$12,357$447.82+$3.3KBSWN
3$19,291$2,552.82$13,687$464.65+$5.6KBSWN
4$23,583$2,942.17$15,126$480.98+$8.5KBSWN
5$28,596$3,361.55$16,682$496.78+$11.9KBSWN
6$34,407$3,809.36$18,362$512.03+$16.0KBSWN
7$41,099$4,283.62$20,174$526.72+$20.9KBSWN
8$48,758$4,782.04$22,127$540.84+$26.6KBSWN
9$57,473$5,302.06$24,230$554.39+$33.2KBSWN
10$67,337$5,840.90$26,493$567.37+$40.8KBSWN

BSWN vs SPHD: Complete Analysis 2026

BSWNStock

BSWN is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in BSWN shares.

Full BSWN 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.