HomeCompareBWAGF vs SPHD

BWAGF vs SPHD: Dividend Comparison 2026

BWAGF yields 4.95% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BWAGF wins by $5781.94M in total portfolio value
10 years
BWAGF
BWAGF
● Live price
4.95%
Share price
$147.00
Annual div
$7.27
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$5781.97M
Annual income
$5,565,772,680.53
Full BWAGF 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 — BWAGF vs SPHD

📍 BWAGF 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 PeriodBWAGFSPHD
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, BWAGF + SPHD cover 0 of 12 monthsgood coverage

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

BWAGF
Annual income on $10K today (after 15% tax)
$420.37/yr
After 10yr DRIP, annual income (after tax)
$4,730,906,778.45/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, BWAGF beats the other by $4,730,906,292.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BWAGF: 50%SPHD: 50%
100% SPHD50/50100% BWAGF
Portfolio after 10yr
$2891.00M
Annual income
$2,782,886,625.93/yr
Blended yield
96.26%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on BWAGF right now

BWAGF
Analyst Ratings
4
Buy
Consensus: Buy
Altman Z
-0.4
Piotroski
3/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BWAGF buys
0
SPHD buys
0
No recent congressional trades found for BWAGF or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBWAGFSPHD
Forward yield4.95%4.33%
Annual dividend / share$7.27$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$5781.97M$26.5K
Annual income after 10y$5,565,772,680.53$571.32
Total dividends collected$5766.79M$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearBWAGF PortfolioBWAGF Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,689$989.12$11,133$432.85+$556.00BWAGF
2$14,668$2,161.10$12,363$450.36+$2.3KBWAGF
3$20,764$5,069.02$13,695$467.39+$7.1KBWAGF
4$35,630$13,412.27$15,138$483.90+$20.5KBWAGF
5$81,142$43,017.80$16,697$499.88+$64.4KBWAGF
6$269,937$183,114.82$18,382$515.31+$251.6KBWAGF
7$1,427,472$1,138,639.63$20,198$530.17+$1.41MBWAGF
8$12,782,205$11,254,809.81$22,157$544.46+$12.76MBWAGF
9$202,051,664$188,374,704.81$24,266$558.18+$202.03MBWAGF
10$5,781,967,961$5,565,772,680.53$26,536$571.32+$5781.94MBWAGF

BWAGF vs SPHD: Complete Analysis 2026

BWAGFStock

BAWAG Group AG operates as a holding company for BAWAG P.S.K. Bank für Arbeit und Wirtschaft und Österreichische Postsparkasse Aktiengesellschaft that provides various banking products and services in Austria, Western Europe, North America, and internationally. The company's Retail & SME segment offers savings, payments, cards, lending, investment, and insurance products and services; small business lending; factoring and leasing business; social housing activities; and real estate leasing platforms. Its Corporates & Public segment provides lending products to international corporates; international real estate financing; corporate, mid-cap, and public lending; and other financial services. The company's Treasury segment offers trading and investment services, such as asset-liability management transactions, including secured and unsecured funding. The company is headquartered in Vienna, Austria.

Full BWAGF 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.