HomeCompareSBCEX vs SPHD

SBCEX vs SPHD: Dividend Comparison 2026

SBCEX yields 8.67% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SBCEX wins by $9.0K in total portfolio value
10 years
SBCEX
SBCEX
● Live price
8.67%
Share price
$23.08
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.5K
Annual income
$1,497.61
Full SBCEX 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 — SBCEX vs SPHD

📍 SBCEX 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 PeriodSBCEXSPHD
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, SBCEX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SBCEX
Annual income on $10K today (after 15% tax)
$736.57/yr
After 10yr DRIP, annual income (after tax)
$1,272.97/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, SBCEX beats the other by $787.35/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SBCEX: 50%SPHD: 50%
100% SPHD50/50100% SBCEX
Portfolio after 10yr
$31.0K
Annual income
$1,034.46/yr
Blended yield
3.34%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SBCEX buys
0
SPHD buys
0
No recent congressional trades found for SBCEX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSBCEXSPHD
Forward yield8.67%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$35.5K$26.5K
Annual income after 10y$1,497.61$571.32
Total dividends collected$11.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSBCEX PortfolioSBCEX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,567$866.55$11,133$432.85+$434.00SBCEX
2$13,313$936.73$12,363$450.36+$950.00SBCEX
3$15,252$1,007.63$13,695$467.39+$1.6KSBCEX
4$17,399$1,078.90$15,138$483.90+$2.3KSBCEX
5$19,767$1,150.23$16,697$499.88+$3.1KSBCEX
6$22,372$1,221.30$18,382$515.31+$4.0KSBCEX
7$25,230$1,291.82$20,198$530.17+$5.0KSBCEX
8$28,358$1,361.53$22,157$544.46+$6.2KSBCEX
9$31,773$1,430.20$24,266$558.18+$7.5KSBCEX
10$35,495$1,497.61$26,536$571.32+$9.0KSBCEX

SBCEX vs SPHD: Complete Analysis 2026

SBCEXStock

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities (or other instruments with similar economic characteristics) of companies located, organized, or with a majority of assets or business in emerging market countries, including other investment companies (underlying funds) that invest in such securities. It may uses a "fund of funds" approach by investing in one or more underlying funds and/or a "manager of managers" approach by selecting one or more experienced investment managers to serve as subadvisers to the fund.

Full SBCEX 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 SBCEX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SBCEX vs SCHDSBCEX vs JEPISBCEX vs OSBCEX vs KOSBCEX 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.