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ERBIX vs SPHD: Dividend Comparison 2026

ERBIX yields 19.25% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ERBIX wins by $43.2K in total portfolio value
10 years
ERBIX
ERBIX
● Live price
19.25%
Share price
$17.11
Annual div
$3.29
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$69.7K
Annual income
$6,218.33
Full ERBIX 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 — ERBIX vs SPHD

📍 ERBIX 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 PeriodERBIXSPHD
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, ERBIX + SPHD cover 0 of 12 monthsgood coverage

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

ERBIX
Annual income on $10K today (after 15% tax)
$1,636.61/yr
After 10yr DRIP, annual income (after tax)
$5,285.58/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, ERBIX beats the other by $4,799.96/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 ERBIX + SPHD for your $10,000?

ERBIX: 50%SPHD: 50%
100% SPHD50/50100% ERBIX
Portfolio after 10yr
$48.1K
Annual income
$3,394.82/yr
Blended yield
7.05%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ERBIX buys
0
SPHD buys
0
No recent congressional trades found for ERBIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricERBIXSPHD
Forward yield19.25%4.33%
Annual dividend / share$3.29$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$69.7K$26.5K
Annual income after 10y$6,218.33$571.32
Total dividends collected$38.9K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearERBIX PortfolioERBIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,625$1,925.42$11,133$432.85+$1.5KERBIX
2$15,781$2,271.90$12,363$450.36+$3.4KERBIX
3$19,540$2,653.97$13,695$467.39+$5.8KERBIX
4$23,979$3,071.10$15,138$483.90+$8.8KERBIX
5$29,179$3,522.21$16,697$499.88+$12.5KERBIX
6$35,228$4,005.74$18,382$515.31+$16.8KERBIX
7$42,213$4,519.68$20,198$530.17+$22.0KERBIX
8$50,230$5,061.61$22,157$544.46+$28.1KERBIX
9$59,375$5,628.82$24,266$558.18+$35.1KERBIX
10$69,749$6,218.33$26,536$571.32+$43.2KERBIX

ERBIX vs SPHD: Complete Analysis 2026

ERBIXStock

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities and derivative instruments that provide exposure to equity securities. It may invest up to 20% of its net assets in fixed-income securities, including securities rated below investment grade and comparable unrated securities ("junk"); other fixed and floating-rate income instruments; and/or in currencies. The fund may invest an unlimited amount of its assets in foreign securities issued by companies domiciled in developed or emerging market countries including frontier markets.

Full ERBIX 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.