HomeCompareNVBW vs SPHD

NVBW vs SPHD: Dividend Comparison 2026

NVBW yields 6.01% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 NVBW wins by $3.2K in total portfolio value
10 years
NVBW
NVBW
● Live price
6.01%
Share price
$33.29
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.7K
Annual income
$881.08
Full NVBW 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 — NVBW vs SPHD

📍 NVBW 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 PeriodNVBWSPHD
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, NVBW + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

NVBW
Annual income on $10K today (after 15% tax)
$510.66/yr
After 10yr DRIP, annual income (after tax)
$748.92/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, NVBW beats the other by $263.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NVBW: 50%SPHD: 50%
100% SPHD50/50100% NVBW
Portfolio after 10yr
$28.1K
Annual income
$726.20/yr
Blended yield
2.58%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NVBW buys
0
SPHD buys
0
No recent congressional trades found for NVBW or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNVBWSPHD
Forward yield6.01%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$29.7K$26.5K
Annual income after 10y$881.08$571.32
Total dividends collected$7.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearNVBW PortfolioNVBW Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,301$600.78$11,133$432.85+$168.00NVBW
2$12,726$634.51$12,363$450.36+$363.00NVBW
3$14,285$667.81$13,695$467.39+$590.00NVBW
4$15,986$700.56$15,138$483.90+$848.00NVBW
5$17,837$732.67$16,697$499.88+$1.1KNVBW
6$19,850$764.05$18,382$515.31+$1.5KNVBW
7$22,034$794.64$20,198$530.17+$1.8KNVBW
8$24,401$824.37$22,157$544.46+$2.2KNVBW
9$26,962$853.19$24,266$558.18+$2.7KNVBW
10$29,730$881.08$26,536$571.32+$3.2KNVBW

NVBW vs SPHD: Complete Analysis 2026

NVBWStock

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 20% 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 NVBW 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.