HomeCompareLYRBX vs SPHD

LYRBX vs SPHD: Dividend Comparison 2026

LYRBX yields 5.57% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LYRBX wins by $2.3K in total portfolio value
10 years
LYRBX
LYRBX
● Live price
5.57%
Share price
$26.63
Annual div
$1.48
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.9K
Annual income
$794.33
Full LYRBX 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 — LYRBX vs SPHD

📍 LYRBX 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 PeriodLYRBXSPHD
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, LYRBX + SPHD cover 0 of 12 monthsgood coverage

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

LYRBX
Annual income on $10K today (after 15% tax)
$473.23/yr
After 10yr DRIP, annual income (after tax)
$675.18/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, LYRBX beats the other by $189.56/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LYRBX: 50%SPHD: 50%
100% SPHD50/50100% LYRBX
Portfolio after 10yr
$27.7K
Annual income
$682.83/yr
Blended yield
2.47%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LYRBX buys
0
SPHD buys
0
No recent congressional trades found for LYRBX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLYRBXSPHD
Forward yield5.57%4.33%
Annual dividend / share$1.48$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.9K$26.5K
Annual income after 10y$794.33$571.32
Total dividends collected$6.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLYRBX PortfolioLYRBX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,257$556.74$11,133$432.85+$124.00LYRBX
2$12,630$585.71$12,363$450.36+$267.00LYRBX
3$14,129$614.19$13,695$467.39+$434.00LYRBX
4$15,760$642.10$15,138$483.90+$622.00LYRBX
5$17,532$669.38$16,697$499.88+$835.00LYRBX
6$19,456$695.95$18,382$515.31+$1.1KLYRBX
7$21,539$721.76$20,198$530.17+$1.3KLYRBX
8$23,794$746.79$22,157$544.46+$1.6KLYRBX
9$26,230$770.99$24,266$558.18+$2.0KLYRBX
10$28,861$794.33$26,536$571.32+$2.3KLYRBX

LYRBX vs SPHD: Complete Analysis 2026

LYRBXStock

The fund invests principally in a diversified portfolio of common stock of mid-capitalization and large-capitalization companies with low valuations relative to their long-term normalized earnings. It normally invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in common stocks traded on a United States securities exchange.

Full LYRBX 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.