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BUIGX vs SPHD: Dividend Comparison 2026

BUIGX yields 9.30% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BUIGX wins by $10.5K in total portfolio value
10 years
BUIGX
BUIGX
● Live price
9.30%
Share price
$21.50
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.0K
Annual income
$1,671.42
Full BUIGX 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 — BUIGX vs SPHD

📍 BUIGX 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 PeriodBUIGXSPHD
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, BUIGX + SPHD cover 0 of 12 monthsgood coverage

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

BUIGX
Annual income on $10K today (after 15% tax)
$790.70/yr
After 10yr DRIP, annual income (after tax)
$1,420.71/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, BUIGX beats the other by $935.09/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BUIGX: 50%SPHD: 50%
100% SPHD50/50100% BUIGX
Portfolio after 10yr
$31.8K
Annual income
$1,121.37/yr
Blended yield
3.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BUIGX buys
0
SPHD buys
0
No recent congressional trades found for BUIGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBUIGXSPHD
Forward yield9.30%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$37.0K$26.5K
Annual income after 10y$1,671.42$571.32
Total dividends collected$13.0K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBUIGX PortfolioBUIGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,630$930.23$11,133$432.85+$497.00BUIGX
2$13,455$1,011.10$12,363$450.36+$1.1KBUIGX
3$15,491$1,093.26$13,695$467.39+$1.8KBUIGX
4$17,751$1,176.27$15,138$483.90+$2.6KBUIGX
5$20,254$1,259.75$16,697$499.88+$3.6KBUIGX
6$23,015$1,343.30$18,382$515.31+$4.6KBUIGX
7$26,052$1,426.57$20,198$530.17+$5.9KBUIGX
8$29,385$1,509.21$22,157$544.46+$7.2KBUIGX
9$33,033$1,590.92$24,266$558.18+$8.8KBUIGX
10$37,017$1,671.42$26,536$571.32+$10.5KBUIGX

BUIGX vs SPHD: Complete Analysis 2026

BUIGXStock

Under normal market conditions, the fund will invest at least 80% of the value of its net assets (the “80% Test”) in a portfolio, or other investment companies that hold a portfolio, of FLEX Options linked to the index and that are designed to replicate the returns of the twelve 10% Buffer Strategies. The fund is non-diversified.

Full BUIGX 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.