HomeCompareIBDO vs SPHD

IBDO vs SPHD: Dividend Comparison 2026

IBDO yields 7.90% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 IBDO wins by $7.2K in total portfolio value
10 years
IBDO
IBDO
● Live price
7.90%
Share price
$25.33
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.7K
Annual income
$1,301.62
Full IBDO calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — IBDO vs SPHD

📍 IBDO 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 PeriodIBDOSPHD
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, IBDO + SPHD cover 0 of 12 monthsgood coverage

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

IBDO
Annual income on $10K today (after 15% tax)
$671.14/yr
After 10yr DRIP, annual income (after tax)
$1,106.38/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, IBDO beats the other by $624.11/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 IBDO + SPHD for your $10,000?

IBDO: 50%SPHD: 50%
100% SPHD50/50100% IBDO
Portfolio after 10yr
$30.1K
Annual income
$934.49/yr
Blended yield
3.10%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IBDO buys
0
SPHD buys
0
No recent congressional trades found for IBDO or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIBDOSPHD
Forward yield7.90%4.30%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.7K$26.5K
Annual income after 10y$1,301.62$567.37
Total dividends collected$10.5K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIBDO PortfolioIBDO Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,490$789.58$11,130$430.50+$360.00IBDO
2$13,142$847.84$12,357$447.82+$785.00IBDO
3$14,968$906.31$13,687$464.65+$1.3KIBDO
4$16,980$964.73$15,126$480.98+$1.9KIBDO
5$19,192$1,022.84$16,682$496.78+$2.5KIBDO
6$21,616$1,080.42$18,362$512.03+$3.3KIBDO
7$24,266$1,137.27$20,174$526.72+$4.1KIBDO
8$27,158$1,193.19$22,127$540.84+$5.0KIBDO
9$30,307$1,248.02$24,230$554.39+$6.1KIBDO
10$33,730$1,301.62$26,493$567.37+$7.2KIBDO

IBDO vs SPHD: Complete Analysis 2026

IBDOStock

The fund will invest at least 80% of its assets in the component securities of the underlying index, and it will invest at least 90% of its assets in fixed income securities of the types included in the underlying index. The underlying index is composed of U.S. dollar-denominated, taxable, investment-grade corporate bonds scheduled to mature between January 1, 2023 and December 15, 2023, inclusive.

Full IBDO 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.