HomeCompareIBDZ vs SPHD

IBDZ vs SPHD: Dividend Comparison 2026

IBDZ yields 4.87% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 IBDZ wins by $1.0K in total portfolio value
10 years
IBDZ
IBDZ
● Live price
4.87%
Share price
$26.05
Annual div
$1.27
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.5K
Annual income
$665.83
Full IBDZ 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 — IBDZ vs SPHD

📍 IBDZ 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 PeriodIBDZSPHD
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, IBDZ + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
IBDZ pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

IBDZ
Annual income on $10K today (after 15% tax)
$414.30/yr
After 10yr DRIP, annual income (after tax)
$565.96/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, IBDZ beats the other by $80.33/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IBDZ: 50%SPHD: 50%
100% SPHD50/50100% IBDZ
Portfolio after 10yr
$27.0K
Annual income
$618.57/yr
Blended yield
2.29%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IBDZ buys
0
SPHD buys
0
No recent congressional trades found for IBDZ or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIBDZSPHD
Forward yield4.87%4.33%
Annual dividend / share$1.27$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.5K$26.5K
Annual income after 10y$665.83$571.32
Total dividends collected$5.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIBDZ PortfolioIBDZ Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,187$487.41$11,133$432.85+$54.00IBDZ
2$12,480$509.61$12,363$450.36+$117.00IBDZ
3$13,885$531.31$13,695$467.39+$190.00IBDZ
4$15,409$552.45$15,138$483.90+$271.00IBDZ
5$17,061$572.99$16,697$499.88+$364.00IBDZ
6$18,848$592.90$18,382$515.31+$466.00IBDZ
7$20,780$612.16$20,198$530.17+$582.00IBDZ
8$22,865$630.74$22,157$544.46+$708.00IBDZ
9$25,114$648.63$24,266$558.18+$848.00IBDZ
10$27,538$665.83$26,536$571.32+$1.0KIBDZ

IBDZ vs SPHD: Complete Analysis 2026

IBDZStock

The iShares iBonds Dec 2034 Term Corporate ETF seeks to track the investment results of an index composed of U.S. dollar-denominated, investment grade corporate bonds maturing in 2034. This Fund is covered by U.S. Patent Nos. 8,438,100 and 8,655,770.

Full IBDZ 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.