HomeCompareSBUG vs SPHD

SBUG vs SPHD: Dividend Comparison 2026

SBUG yields 6.05% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SBUG wins by $3.3K in total portfolio value
10 years
SBUG
SBUG
● Live price
6.05%
Share price
$33.08
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.8K
Annual income
$888.97
Full SBUG 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 — SBUG vs SPHD

📍 SBUG 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 PeriodSBUGSPHD
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, SBUG + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SBUG
Annual income on $10K today (after 15% tax)
$513.98/yr
After 10yr DRIP, annual income (after tax)
$755.62/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, SBUG beats the other by $270.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SBUG: 50%SPHD: 50%
100% SPHD50/50100% SBUG
Portfolio after 10yr
$28.2K
Annual income
$730.14/yr
Blended yield
2.59%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SBUG buys
0
SPHD buys
0
No recent congressional trades found for SBUG or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSBUGSPHD
Forward yield6.05%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$29.8K$26.5K
Annual income after 10y$888.97$571.32
Total dividends collected$7.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSBUG PortfolioSBUG Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,305$604.69$11,133$432.85+$172.00SBUG
2$12,735$638.86$12,363$450.36+$372.00SBUG
3$14,299$672.60$13,695$467.39+$604.00SBUG
4$16,006$705.80$15,138$483.90+$868.00SBUG
5$17,864$738.36$16,697$499.88+$1.2KSBUG
6$19,885$770.19$18,382$515.31+$1.5KSBUG
7$22,078$801.23$20,198$530.17+$1.9KSBUG
8$24,455$831.40$22,157$544.46+$2.3KSBUG
9$27,028$860.66$24,266$558.18+$2.8KSBUG
10$29,809$888.97$26,536$571.32+$3.3KSBUG

SBUG vs SPHD: Complete Analysis 2026

SBUGStock

The index is calculated on a total return basis and is intended to reflect (1) the performance of a rolling position in specified silver futures contracts that will become the first liquid nearby futures contracts three months in the future in accordance with a specified schedule and (2) the return that corresponds to the weekly announced interest rate for specified 3-month U.S. Treasury bills. The ETNs are medium-term notes that are senior unsecured debt obligations of Barclays Bank PLC.

Full SBUG 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.