HomeCompareBUFGX vs SPHD

BUFGX vs SPHD: Dividend Comparison 2026

BUFGX yields 7.25% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BUFGX wins by $5.8K in total portfolio value
10 years
BUFGX
BUFGX
● Live price
7.25%
Share price
$31.58
Annual div
$2.29
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.3K
Annual income
$1,149.11
Full BUFGX 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 — BUFGX vs SPHD

📍 BUFGX 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 PeriodBUFGXSPHD
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, BUFGX + SPHD cover 0 of 12 monthsgood coverage

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

BUFGX
Annual income on $10K today (after 15% tax)
$616.48/yr
After 10yr DRIP, annual income (after tax)
$976.74/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, BUFGX beats the other by $491.12/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BUFGX: 50%SPHD: 50%
100% SPHD50/50100% BUFGX
Portfolio after 10yr
$29.4K
Annual income
$860.22/yr
Blended yield
2.92%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BUFGX buys
0
SPHD buys
0
No recent congressional trades found for BUFGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBUFGXSPHD
Forward yield7.25%4.33%
Annual dividend / share$2.29$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.3K$26.5K
Annual income after 10y$1,149.11$571.32
Total dividends collected$9.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBUFGX PortfolioBUFGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,425$725.27$11,133$432.85+$292.00BUFGX
2$12,999$774.43$12,363$450.36+$636.00BUFGX
3$14,733$823.49$13,695$467.39+$1.0KBUFGX
4$16,636$872.24$15,138$483.90+$1.5KBUFGX
5$18,722$920.50$16,697$499.88+$2.0KBUFGX
6$21,000$968.10$18,382$515.31+$2.6KBUFGX
7$23,485$1,014.89$20,198$530.17+$3.3KBUFGX
8$26,190$1,060.73$22,157$544.46+$4.0KBUFGX
9$29,128$1,105.50$24,266$558.18+$4.9KBUFGX
10$32,317$1,149.11$26,536$571.32+$5.8KBUFGX

BUFGX vs SPHD: Complete Analysis 2026

BUFGXStock

The fund invests in common stocks and other equity securities, including preferred stock, convertible securities, warrants and rights, with a goal of maintaining at least 75% of the fund’s portfolio in companies with market capitalizations greater than the median of the Russell 3000® Growth Index or $5 billion, whichever is lower.

Full BUFGX 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.