HomeCompareSPBW vs SPHD

SPBW vs SPHD: Dividend Comparison 2026

SPBW yields 7.38% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPBW wins by $6.1K in total portfolio value
10 years
SPBW
SPBW
● Live price
7.38%
Share price
$27.09
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.6K
Annual income
$1,179.17
Full SPBW 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 — SPBW vs SPHD

📍 SPBW 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 PeriodSPBWSPHD
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, SPBW + SPHD cover 0 of 12 monthsgood coverage

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

SPBW
Annual income on $10K today (after 15% tax)
$627.54/yr
After 10yr DRIP, annual income (after tax)
$1,002.29/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, SPBW beats the other by $516.67/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPBW: 50%SPHD: 50%
100% SPHD50/50100% SPBW
Portfolio after 10yr
$29.6K
Annual income
$875.24/yr
Blended yield
2.96%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPBW buys
0
SPHD buys
0
No recent congressional trades found for SPBW or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPBWSPHD
Forward yield7.38%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$32.6K$26.5K
Annual income after 10y$1,179.17$571.32
Total dividends collected$9.6K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSPBW PortfolioSPBW Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,438$738.28$11,133$432.85+$305.00SPBW
2$13,028$789.22$12,363$450.36+$665.00SPBW
3$14,780$840.11$13,695$467.39+$1.1KSPBW
4$16,706$890.74$15,138$483.90+$1.6KSPBW
5$18,816$940.91$16,697$499.88+$2.1KSPBW
6$21,123$990.44$18,382$515.31+$2.7KSPBW
7$23,641$1,039.16$20,198$530.17+$3.4KSPBW
8$26,383$1,086.94$22,157$544.46+$4.2KSPBW
9$29,364$1,133.64$24,266$558.18+$5.1KSPBW
10$32,598$1,179.17$26,536$571.32+$6.1KSPBW

SPBW vs SPHD: Complete Analysis 2026

SPBWStock

The fund seeks to provide capital appreciation with downside risk mitigation.

Full SPBW 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.