HomeCompareLBHIX vs SPHD

LBHIX vs SPHD: Dividend Comparison 2026

LBHIX yields 2.76% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $2.7K in total portfolio value
10 years
LBHIX
LBHIX
● Live price
2.76%
Share price
$16.78
Annual div
$0.46
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.8K
Annual income
$329.72
Full LBHIX 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 — LBHIX vs SPHD

📍 SPHD 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 PeriodLBHIXSPHD
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, LBHIX + SPHD cover 0 of 12 monthsgood coverage

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

LBHIX
Annual income on $10K today (after 15% tax)
$234.57/yr
After 10yr DRIP, annual income (after tax)
$280.26/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, SPHD beats the other by $205.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LBHIX: 50%SPHD: 50%
100% SPHD50/50100% LBHIX
Portfolio after 10yr
$25.2K
Annual income
$450.52/yr
Blended yield
1.79%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LBHIX buys
0
SPHD buys
0
No recent congressional trades found for LBHIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLBHIXSPHD
Forward yield2.76%4.33%
Annual dividend / share$0.46$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.8K$26.5K
Annual income after 10y$329.72$571.32
Total dividends collected$3.0K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLBHIX PortfolioLBHIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,976$275.97$11,133$432.85$157.00SPHD
2$12,027$283.08$12,363$450.36$336.00SPHD
3$13,159$289.91$13,695$467.39$536.00SPHD
4$14,377$296.44$15,138$483.90$761.00SPHD
5$15,686$302.68$16,697$499.88$1.0KSPHD
6$17,092$308.63$18,382$515.31$1.3KSPHD
7$18,603$314.31$20,198$530.17$1.6KSPHD
8$20,225$319.71$22,157$544.46$1.9KSPHD
9$21,966$324.85$24,266$558.18$2.3KSPHD
10$23,833$329.72$26,536$571.32$2.7KSPHD

LBHIX vs SPHD: Complete Analysis 2026

LBHIXStock

Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in high yield, high risk bonds, notes, debentures and other debt obligations (including leveraged loans, mortgage-backed securities, convertible bonds, and convertible stock), or preferred stocks. These securities are commonly known as "junk bonds."

Full LBHIX 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.