HomeCompareSABTX vs SPHD

SABTX vs SPHD: Dividend Comparison 2026

SABTX yields 3.79% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $953.00 in total portfolio value
10 years
SABTX
SABTX
● Live price
3.79%
Share price
$25.16
Annual div
$0.95
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.6K
Annual income
$483.88
Full SABTX 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 — SABTX vs SPHD

📍 SPHD 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 PeriodSABTXSPHD
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, SABTX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SABTX
Annual income on $10K today (after 15% tax)
$322.35/yr
After 10yr DRIP, annual income (after tax)
$411.30/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, SPHD beats the other by $74.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SABTX: 50%SPHD: 50%
100% SPHD50/50100% SABTX
Portfolio after 10yr
$26.1K
Annual income
$527.60/yr
Blended yield
2.02%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SABTX buys
0
SPHD buys
0
No recent congressional trades found for SABTX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSABTXSPHD
Forward yield3.79%4.33%
Annual dividend / share$0.95$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.6K$26.5K
Annual income after 10y$483.88$571.32
Total dividends collected$4.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSABTX PortfolioSABTX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,079$379.24$11,133$432.85$54.00SPHD
2$12,247$392.68$12,363$450.36$116.00SPHD
3$13,510$405.69$13,695$467.39$185.00SPHD
4$14,874$418.25$15,138$483.90$264.00SPHD
5$16,346$430.35$16,697$499.88$351.00SPHD
6$17,932$441.99$18,382$515.31$450.00SPHD
7$19,641$453.16$20,198$530.17$557.00SPHD
8$21,479$463.86$22,157$544.46$678.00SPHD
9$23,457$474.10$24,266$558.18$809.00SPHD
10$25,583$483.88$26,536$571.32$953.00SPHD

SABTX vs SPHD: Complete Analysis 2026

SABTXStock

The fund pursues its goal by generally investing in a broad and diverse group of readily marketable equity securities of large and mid cap U.S. companies listed on a securities exchange in the United States that is deemed appropriate by Dimensional Fund Advisors LP (the "Sub-Adviser"), that the Sub-Adviser believes are "value" stocks at the time of investment. It will invest at least 80% of its net assets in U.S. securities. The fund may lend its portfolio securities to generate additional income.

Full SABTX 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 SABTX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SABTX vs SCHDSABTX vs JEPISABTX vs OSABTX vs KOSABTX 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.