HomeCompareNVBT vs SPHD

NVBT vs SPHD: Dividend Comparison 2026

NVBT yields 5.60% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 NVBT wins by $2.4K in total portfolio value
10 years
NVBT
NVBT
● Live price
5.60%
Share price
$35.75
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.9K
Annual income
$799.69
Full NVBT 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 — NVBT vs SPHD

📍 NVBT pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodNVBTSPHD
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%.
📅

Dividend Calendar Overlap

Combined, NVBT + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

NVBT
Annual income on $10K today (after 15% tax)
$475.59/yr
After 10yr DRIP, annual income (after tax)
$679.74/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, NVBT beats the other by $194.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NVBT: 50%SPHD: 50%
100% SPHD50/50100% NVBT
Portfolio after 10yr
$27.7K
Annual income
$685.50/yr
Blended yield
2.47%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NVBT buys
0
SPHD buys
0
No recent congressional trades found for NVBT or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNVBTSPHD
Forward yield5.60%4.33%
Annual dividend / share$2.00$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$799.69$571.32
Total dividends collected$6.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNVBT PortfolioNVBT Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,260$559.52$11,133$432.85+$127.00NVBT
2$12,636$588.78$12,363$450.36+$273.00NVBT
3$14,139$617.55$13,695$467.39+$444.00NVBT
4$15,774$645.76$15,138$483.90+$636.00NVBT
5$17,552$673.32$16,697$499.88+$855.00NVBT
6$19,480$700.18$18,382$515.31+$1.1KNVBT
7$21,570$726.29$20,198$530.17+$1.4KNVBT
8$23,832$751.59$22,157$544.46+$1.7KNVBT
9$26,276$776.07$24,266$558.18+$2.0KNVBT
10$28,915$799.69$26,536$571.32+$2.4KNVBT

NVBT vs SPHD: Complete Analysis 2026

NVBTStock

The fund seeks to match, at the end of the outcome period, the share price returns of the SPDR S&P 500 ETF Trust (the underlying ETF), up to a specified upside cap, while providing a buffer against the first 10% of underlying ETF losses. The cap and the buffer will be reduced after taking into account management fees and other fund fees and expenses.

Full NVBT 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 →
📬

Get this NVBT vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

NVBT vs SCHDNVBT vs JEPINVBT vs ONVBT vs KONVBT vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.