HomeCompareRBHTX vs SPHD

RBHTX vs SPHD: Dividend Comparison 2026

RBHTX yields 5.62% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 RBHTX wins by $2.4K in total portfolio value
10 years
RBHTX
RBHTX
● Live price
5.62%
Share price
$21.78
Annual div
$1.22
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$804.72
Full RBHTX 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 — RBHTX vs SPHD

📍 RBHTX 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 PeriodRBHTXSPHD
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, RBHTX + SPHD cover 0 of 12 monthsgood coverage

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

RBHTX
Annual income on $10K today (after 15% tax)
$477.80/yr
After 10yr DRIP, annual income (after tax)
$684.01/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, RBHTX beats the other by $198.39/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

RBHTX: 50%SPHD: 50%
100% SPHD50/50100% RBHTX
Portfolio after 10yr
$27.8K
Annual income
$688.02/yr
Blended yield
2.48%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RBHTX buys
0
SPHD buys
0
No recent congressional trades found for RBHTX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRBHTXSPHD
Forward yield5.62%4.33%
Annual dividend / share$1.22$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.0K$26.5K
Annual income after 10y$804.72$571.32
Total dividends collected$6.9K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearRBHTX PortfolioRBHTX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,262$562.12$11,133$432.85+$129.00RBHTX
2$12,642$591.65$12,363$450.36+$279.00RBHTX
3$14,148$620.70$13,695$467.39+$453.00RBHTX
4$15,787$649.18$15,138$483.90+$649.00RBHTX
5$17,569$677.02$16,697$499.88+$872.00RBHTX
6$19,503$704.16$18,382$515.31+$1.1KRBHTX
7$21,599$730.53$20,198$530.17+$1.4KRBHTX
8$23,867$756.10$22,157$544.46+$1.7KRBHTX
9$26,319$780.84$24,266$558.18+$2.1KRBHTX
10$28,966$804.72$26,536$571.32+$2.4KRBHTX

RBHTX vs SPHD: Complete Analysis 2026

RBHTXStock

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Full RBHTX 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.