HomeCompareSBSPX vs SPHD

SBSPX vs SPHD: Dividend Comparison 2026

SBSPX yields 0.82% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $5.7K in total portfolio value
10 years
SBSPX
SBSPX
● Live price
0.82%
Share price
$50.49
Annual div
$0.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.8K
Annual income
$86.56
Full SBSPX 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 — SBSPX vs SPHD

📍 SPHD 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 PeriodSBSPXSPHD
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, SBSPX + SPHD cover 0 of 12 monthsgood coverage

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

SBSPX
Annual income on $10K today (after 15% tax)
$69.76/yr
After 10yr DRIP, annual income (after tax)
$73.58/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 $412.05/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SBSPX: 50%SPHD: 50%
100% SPHD50/50100% SBSPX
Portfolio after 10yr
$23.7K
Annual income
$328.94/yr
Blended yield
1.39%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SBSPX buys
0
SPHD buys
0
No recent congressional trades found for SBSPX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSBSPXSPHD
Forward yield0.82%4.33%
Annual dividend / share$0.41$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.8K$26.5K
Annual income after 10y$86.56$571.32
Total dividends collected$845.00$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSBSPX PortfolioSBSPX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,782$82.07$11,133$432.85$351.00SPHD
2$11,620$82.70$12,363$450.36$743.00SPHD
3$12,516$83.29$13,695$467.39$1.2KSPHD
4$13,476$83.85$15,138$483.90$1.7KSPHD
5$14,504$84.37$16,697$499.88$2.2KSPHD
6$15,604$84.87$18,382$515.31$2.8KSPHD
7$16,782$85.33$20,198$530.17$3.4KSPHD
8$18,042$85.77$22,157$544.46$4.1KSPHD
9$19,391$86.18$24,266$558.18$4.9KSPHD
10$20,835$86.56$26,536$571.32$5.7KSPHD

SBSPX vs SPHD: Complete Analysis 2026

SBSPXStock

The fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, included in the index. The fund seeks to hold a portfolio of common stocks that is comparable to the index in terms of economic sector weightings, market capitalization and liquidity.

Full SBSPX 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.