HomeCompareBTIEX vs SPHD

BTIEX vs SPHD: Dividend Comparison 2026

BTIEX yields 14.40% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BTIEX wins by $25.0K in total portfolio value
10 years
BTIEX
BTIEX
● Live price
14.40%
Share price
$149.21
Annual div
$21.49
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$51.5K
Annual income
$3,512.83
Full BTIEX 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 — BTIEX vs SPHD

📍 BTIEX 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 PeriodBTIEXSPHD
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, BTIEX + SPHD cover 0 of 12 monthsgood coverage

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

BTIEX
Annual income on $10K today (after 15% tax)
$1,224.36/yr
After 10yr DRIP, annual income (after tax)
$2,985.91/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, BTIEX beats the other by $2,503.64/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BTIEX: 50%SPHD: 50%
100% SPHD50/50100% BTIEX
Portfolio after 10yr
$39.0K
Annual income
$2,040.10/yr
Blended yield
5.23%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BTIEX buys
0
SPHD buys
0
No recent congressional trades found for BTIEX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBTIEXSPHD
Forward yield14.40%4.30%
Annual dividend / share$21.49$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$51.5K$26.5K
Annual income after 10y$3,512.83$567.37
Total dividends collected$24.3K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBTIEX PortfolioBTIEX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,140$1,440.43$11,130$430.50+$1.0KBTIEX
2$14,625$1,634.34$12,357$447.82+$2.3KBTIEX
3$17,488$1,839.96$13,687$464.65+$3.8KBTIEX
4$20,769$2,056.30$15,126$480.98+$5.6KBTIEX
5$24,505$2,282.27$16,682$496.78+$7.8KBTIEX
6$28,737$2,516.66$18,362$512.03+$10.4KBTIEX
7$33,507$2,758.21$20,174$526.72+$13.3KBTIEX
8$38,858$3,005.63$22,127$540.84+$16.7KBTIEX
9$44,835$3,257.60$24,230$554.39+$20.6KBTIEX
10$51,487$3,512.83$26,493$567.37+$25.0KBTIEX

BTIEX vs SPHD: Complete Analysis 2026

BTIEXStock

Under normal circumstances, the adviser intends to invest at least 80% of assets, determined at the time of purchase, in stocks of companies included in the S&P 500® Index and in derivative instruments, such as futures contracts and options, that provide exposure to the stocks of companies in the index.

Full BTIEX 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.