HomeCompareBUBSX vs SPHD

BUBSX vs SPHD: Dividend Comparison 2026

BUBSX yields 4.11% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $355.00 in total portfolio value
10 years
BUBSX
BUBSX
● Live price
4.11%
Share price
$10.13
Annual div
$0.42
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.1K
Annual income
$534.55
Full BUBSX 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 — BUBSX 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 PeriodBUBSXSPHD
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, BUBSX + SPHD cover 0 of 12 monthsgood coverage

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

BUBSX
Annual income on $10K today (after 15% tax)
$349.10/yr
After 10yr DRIP, annual income (after tax)
$454.37/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, SPHD beats the other by $27.90/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BUBSX: 50%SPHD: 50%
100% SPHD50/50100% BUBSX
Portfolio after 10yr
$26.3K
Annual income
$550.96/yr
Blended yield
2.09%
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Analyst Conviction Gap

Where Wall Street is split right now

BUBSX
No analyst data
Price Target
$29.00
+186.3% upside vs current
Range: $29.00 — $29.00
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BUBSX buys
0
SPHD buys
0
No recent congressional trades found for BUBSX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBUBSXSPHD
Forward yield4.11%4.30%
Annual dividend / share$0.42$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.1K$26.5K
Annual income after 10y$534.55$567.37
Total dividends collected$4.8K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBUBSX PortfolioBUBSX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,111$410.70$11,130$430.50$19.00SPHD
2$12,315$426.46$12,357$447.82$42.00SPHD
3$13,619$441.76$13,687$464.65$68.00SPHD
4$15,029$456.57$15,126$480.98$97.00SPHD
5$16,551$470.88$16,682$496.78$131.00SPHD
6$18,195$484.67$18,362$512.03$167.00SPHD
7$19,966$497.93$20,174$526.72$208.00SPHD
8$21,875$510.67$22,127$540.84$252.00SPHD
9$23,929$522.87$24,230$554.39$301.00SPHD
10$26,138$534.55$26,493$567.37$355.00SPHD

BUBSX vs SPHD: Complete Analysis 2026

BUBSXStock

The fund normally invests at least 80% of its net assets in bonds, including the following types of U.S. dollar-denominated debt obligations: U.S. government and other public-sector entities; asset-backed and mortgage-backed obligations of U.S. and foreign issuers; Corporate debt of U.S. and foreign issuers; money market instruments. It invests primarily in investment-grade debt obligations, rated at the time of purchase by at least one major rating agency, but may invest up to 10% of its net assets in high yield bonds.

Full BUBSX 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.