HomeCompareIVTBF vs SPHD

IVTBF vs SPHD: Dividend Comparison 2026

IVTBF yields 2.04% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IVTBF wins by $70.32M in total portfolio value· pulled ahead in Year 2
10 years
IVTBF
IVTBF
● Live price
2.04%
Share price
$22.95
Annual div
$0.47
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$70.35M
Annual income
$64,301,333.37
Full IVTBF 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 — IVTBF vs SPHD

📍 IVTBF pulled ahead of the other in Year 2

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 PeriodIVTBFSPHD
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, IVTBF + SPHD cover 0 of 12 monthsgood coverage

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

IVTBF
Annual income on $10K today (after 15% tax)
$173.67/yr
After 10yr DRIP, annual income (after tax)
$54,656,133.36/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, IVTBF beats the other by $54,655,651.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IVTBF: 50%SPHD: 50%
100% SPHD50/50100% IVTBF
Portfolio after 10yr
$35.19M
Annual income
$32,150,950.36/yr
Blended yield
91.37%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IVTBF buys
0
SPHD buys
0
No recent congressional trades found for IVTBF or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVTBFSPHD
Forward yield2.04%4.30%
Annual dividend / share$0.47$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$70.35M$26.5K
Annual income after 10y$64,301,333.37$567.37
Total dividends collected$69.86M$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearIVTBF PortfolioIVTBF Income/yrSPHD PortfolioSPHD Income/yrGap
1$11,109$408.63$11,130$430.50$21.00SPHD
2← crossover$12,735$848.47$12,357$447.82+$378.00IVTBF
3$15,444$1,818.06$13,687$464.65+$1.8KIVTBF
4$20,647$4,121.27$15,126$480.98+$5.5KIVTBF
5$32,390$10,298.17$16,682$496.78+$15.7KIVTBF
6$64,855$30,197.38$18,362$512.03+$46.5KIVTBF
7$182,412$113,017.58$20,174$526.72+$162.2KIVTBF
8$789,343$594,161.67$22,127$540.84+$767.2KIVTBF
9$5,650,365$4,805,768.12$24,230$554.39+$5.63MIVTBF
10$70,347,224$64,301,333.37$26,493$567.37+$70.32MIVTBF

IVTBF vs SPHD: Complete Analysis 2026

IVTBFStock

Investment AB Latour (publ) is an investment firm. The firm prefer to invest in companies for long term with Development, manufacture and marketing of proprietary products under their own brands. It prefer to invest in companies with 10 percent average annual growth over a business cycle, 10 percent operating margin over a business cycle, and 15 - 20 percent return on operating capital over a business cycle. It takes an active role on the board of its investee company. The firm was previously known as AB Hevea. Investment AB Latour (publ) was founded in 1984 and is based in Gothenburg, Sweden with an additional office in Malmo, Sweden and Stockholm, Sweden.

Full IVTBF 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.