HomeCompareRLBGX vs SPHD

RLBGX vs SPHD: Dividend Comparison 2026

RLBGX yields 8.65% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 RLBGX wins by $9.0K in total portfolio value
10 years
RLBGX
RLBGX
● Live price
8.65%
Share price
$37.14
Annual div
$3.21
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.5K
Annual income
$1,494.50
Full RLBGX calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — RLBGX vs SPHD

📍 RLBGX 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 PeriodRLBGXSPHD
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, RLBGX + SPHD cover 0 of 12 monthsgood coverage

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

RLBGX
Annual income on $10K today (after 15% tax)
$735.57/yr
After 10yr DRIP, annual income (after tax)
$1,270.33/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, RLBGX beats the other by $788.06/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

RLBGX: 50%SPHD: 50%
100% SPHD50/50100% RLBGX
Portfolio after 10yr
$31.0K
Annual income
$1,030.93/yr
Blended yield
3.33%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RLBGX buys
0
SPHD buys
0
No recent congressional trades found for RLBGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRLBGXSPHD
Forward yield8.65%4.30%
Annual dividend / share$3.21$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.5K$26.5K
Annual income after 10y$1,494.50$567.37
Total dividends collected$11.8K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearRLBGX PortfolioRLBGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,565$865.37$11,130$430.50+$435.00RLBGX
2$13,310$935.36$12,357$447.82+$953.00RLBGX
3$15,248$1,006.06$13,687$464.65+$1.6KRLBGX
4$17,393$1,077.13$15,126$480.98+$2.3KRLBGX
5$19,758$1,148.24$16,682$496.78+$3.1KRLBGX
6$22,360$1,219.09$18,362$512.03+$4.0KRLBGX
7$25,215$1,289.38$20,174$526.72+$5.0KRLBGX
8$28,339$1,358.87$22,127$540.84+$6.2KRLBGX
9$31,750$1,427.31$24,230$554.39+$7.5KRLBGX
10$35,467$1,494.50$26,493$567.37+$9.0KRLBGX

RLBGX vs SPHD: Complete Analysis 2026

RLBGXStock

The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. It also invests in securities issued and guaranteed by the U.S. government and by federal agencies and instrumentalities. In addition, the fund may invest a portion of its assets in common stocks, most of which have a history of paying dividends, bonds and other securities of issuers domiciled outside the United States.

Full RLBGX 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.