HomeCompareRRBGX vs SPHD

RRBGX vs SPHD: Dividend Comparison 2026

RRBGX yields 6.64% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 RRBGX wins by $4.5K in total portfolio value
10 years
RRBGX
RRBGX
● Live price
6.64%
Share price
$166.22
Annual div
$11.03
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.0K
Annual income
$1,012.25
Full RRBGX 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 — RRBGX vs SPHD

📍 RRBGX 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 PeriodRRBGXSPHD
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, RRBGX + SPHD cover 0 of 12 monthsgood coverage

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

RRBGX
Annual income on $10K today (after 15% tax)
$564.16/yr
After 10yr DRIP, annual income (after tax)
$860.41/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, RRBGX beats the other by $378.15/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

RRBGX: 50%SPHD: 50%
100% SPHD50/50100% RRBGX
Portfolio after 10yr
$28.8K
Annual income
$789.80/yr
Blended yield
2.75%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RRBGX buys
0
SPHD buys
0
No recent congressional trades found for RRBGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRRBGXSPHD
Forward yield6.64%4.30%
Annual dividend / share$11.03$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.0K$26.5K
Annual income after 10y$1,012.25$567.37
Total dividends collected$8.4K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearRRBGX PortfolioRRBGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,364$663.72$11,130$430.50+$234.00RRBGX
2$12,864$704.89$12,357$447.82+$507.00RRBGX
3$14,510$745.75$13,687$464.65+$823.00RRBGX
4$16,312$786.15$15,126$480.98+$1.2KRRBGX
5$18,280$825.96$16,682$496.78+$1.6KRRBGX
6$20,425$865.05$18,362$512.03+$2.1KRRBGX
7$22,758$903.30$20,174$526.72+$2.6KRRBGX
8$25,291$940.64$22,127$540.84+$3.2KRRBGX
9$28,039$976.98$24,230$554.39+$3.8KRRBGX
10$31,014$1,012.25$26,493$567.37+$4.5KRRBGX

RRBGX vs SPHD: Complete Analysis 2026

RRBGXStock

The investment seeks long-term capital growth; income is a secondary objective. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the common stocks of large and medium-sized blue chip growth companies. It focuses on companies with leading market positions, seasoned management, and strong financial fundamentals. The fund is non-diversified.

Full RRBGX 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.