HomeCompareBULIX vs SPHD

BULIX vs SPHD: Dividend Comparison 2026

BULIX yields 10.43% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BULIX wins by $13.3K in total portfolio value
10 years
BULIX
BULIX
● Live price
10.43%
Share price
$20.04
Annual div
$2.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.9K
Annual income
$2,006.83
Full BULIX 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 — BULIX vs SPHD

📍 BULIX 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 PeriodBULIXSPHD
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, BULIX + SPHD cover 0 of 12 monthsgood coverage

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

BULIX
Annual income on $10K today (after 15% tax)
$886.56/yr
After 10yr DRIP, annual income (after tax)
$1,705.81/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, BULIX beats the other by $1,220.18/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BULIX: 50%SPHD: 50%
100% SPHD50/50100% BULIX
Portfolio after 10yr
$33.2K
Annual income
$1,289.08/yr
Blended yield
3.88%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BULIX buys
0
SPHD buys
0
No recent congressional trades found for BULIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBULIXSPHD
Forward yield10.43%4.33%
Annual dividend / share$2.09$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$39.9K$26.5K
Annual income after 10y$2,006.83$571.32
Total dividends collected$15.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBULIX PortfolioBULIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,743$1,043.01$11,133$432.85+$610.00BULIX
2$13,710$1,144.68$12,363$450.36+$1.3KBULIX
3$15,918$1,248.97$13,695$467.39+$2.2KBULIX
4$18,388$1,355.30$15,138$483.90+$3.3KBULIX
5$21,138$1,463.15$16,697$499.88+$4.4KBULIX
6$24,190$1,571.96$18,382$515.31+$5.8KBULIX
7$27,564$1,681.21$20,198$530.17+$7.4KBULIX
8$31,284$1,790.41$22,157$544.46+$9.1KBULIX
9$35,373$1,899.09$24,266$558.18+$11.1KBULIX
10$39,856$2,006.83$26,536$571.32+$13.3KBULIX

BULIX vs SPHD: Complete Analysis 2026

BULIXStock

Seeks current income and long-term growth of capital and income. The fund invests at least 80% of its assets in equity securities of companies engaged in the utilities industry.

Full BULIX 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.