HomeCompareBVEIX vs SPHD

BVEIX vs SPHD: Dividend Comparison 2026

BVEIX yields 10.01% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BVEIX wins by $12.2K in total portfolio value
10 years
BVEIX
BVEIX
● Live price
10.01%
Share price
$20.24
Annual div
$2.03
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.8K
Annual income
$1,877.36
Full BVEIX 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 — BVEIX vs SPHD

📍 BVEIX 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 PeriodBVEIXSPHD
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, BVEIX + SPHD cover 0 of 12 monthsgood coverage

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

BVEIX
Annual income on $10K today (after 15% tax)
$850.78/yr
After 10yr DRIP, annual income (after tax)
$1,595.76/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, BVEIX beats the other by $1,110.13/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

BVEIX: 50%SPHD: 50%
100% SPHD50/50100% BVEIX
Portfolio after 10yr
$32.7K
Annual income
$1,224.34/yr
Blended yield
3.75%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BVEIX buys
0
SPHD buys
0
No recent congressional trades found for BVEIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBVEIXSPHD
Forward yield10.01%4.33%
Annual dividend / share$2.03$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.8K$26.5K
Annual income after 10y$1,877.36$571.32
Total dividends collected$14.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBVEIX PortfolioBVEIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,701$1,000.91$11,133$432.85+$568.00BVEIX
2$13,615$1,094.54$12,363$450.36+$1.3KBVEIX
3$15,758$1,190.23$13,695$467.39+$2.1KBVEIX
4$18,148$1,287.48$15,138$483.90+$3.0KBVEIX
5$20,804$1,385.79$16,697$499.88+$4.1KBVEIX
6$23,745$1,484.69$18,382$515.31+$5.4KBVEIX
7$26,991$1,583.71$20,198$530.17+$6.8KBVEIX
8$30,563$1,682.42$22,157$544.46+$8.4KBVEIX
9$34,483$1,780.43$24,266$558.18+$10.2KBVEIX
10$38,774$1,877.36$26,536$571.32+$12.2KBVEIX

BVEIX vs SPHD: Complete Analysis 2026

BVEIXStock

The fund employs a value strategy and invests primarily in common and preferred stocks whose market prices do not reflect their true values, as determined by the Advisor. The Advisor utilizes a bottom-up approach to stock selection, focusing on company fundamentals. The Advisor typically invests in companies with sound fundamentals that the Advisor believes are selling at discounted valuations and have low price-to-earnings ("P/E") ratios.

Full BVEIX 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.