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SWDBF vs SPHD: Dividend Comparison 2026

SWDBF yields 6.63% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SWDBF wins by $4.5K in total portfolio value
10 years
SWDBF
SWDBF
● Live price
6.63%
Share price
$32.73
Annual div
$2.17
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.0K
Annual income
$1,010.92
Full SWDBF 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 — SWDBF vs SPHD

📍 SWDBF 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 PeriodSWDBFSPHD
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, SWDBF + SPHD cover 0 of 12 monthsgood coverage

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

SWDBF
Annual income on $10K today (after 15% tax)
$563.64/yr
After 10yr DRIP, annual income (after tax)
$859.28/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, SWDBF beats the other by $373.66/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWDBF: 50%SPHD: 50%
100% SPHD50/50100% SWDBF
Portfolio after 10yr
$28.8K
Annual income
$791.12/yr
Blended yield
2.75%
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Analyst Conviction Gap

Where Wall Street is most bullish on SWDBF right now

SWDBF
Analyst Ratings
1
Buy
Consensus: Buy
Price Target
$8.00
-75.6% upside vs current
Range: $8.00 — $8.00
Altman Z
-0.2
Piotroski
4/9
SPHD
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWDBF buys
0
SPHD buys
0
No recent congressional trades found for SWDBF or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWDBFSPHD
Forward yield6.63%4.33%
Annual dividend / share$2.17$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.0K$26.5K
Annual income after 10y$1,010.92$571.32
Total dividends collected$8.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSWDBF PortfolioSWDBF Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,363$663.10$11,133$432.85+$230.00SWDBF
2$12,863$704.20$12,363$450.36+$500.00SWDBF
3$14,508$744.98$13,695$467.39+$813.00SWDBF
4$16,309$785.31$15,138$483.90+$1.2KSWDBF
5$18,276$825.03$16,697$499.88+$1.6KSWDBF
6$20,419$864.04$18,382$515.31+$2.0KSWDBF
7$22,750$902.22$20,198$530.17+$2.6KSWDBF
8$25,282$939.47$22,157$544.46+$3.1KSWDBF
9$28,028$975.73$24,266$558.18+$3.8KSWDBF
10$31,001$1,010.92$26,536$571.32+$4.5KSWDBF

SWDBF vs SPHD: Complete Analysis 2026

SWDBFStock

Swedbank AB (publ) provides various banking products and services to individuals and companies. The company operates through Swedish Banking, Baltic Banking, and Large Corporates & Institutions segments. It offers savings accounts, mutual funds and insurance savings, pension savings, institutional asset management, and other savings and investment products; private residential lending, consumer financing, corporate lending, leasing, other financing products, trade finance, and factoring services; and current accounts, cash handling, debit and credit cards, card acquiring, other payment products, as well as domestic, international, mobile, and document payments. The company also provides equity trading, structured products, corporate finance, custody services, fixed income and currency trading, and other capital market products; and administrative services, treasury operations, real estate brokerage and management, legal services, safe deposit boxes, and others. In addition, it offers asset management, as well as life insurance and pension services; investment and trading services, including currency, fixed income, and equity and related derivatives services, as well as structured products; advisory and investment banking products and services, such as corporate financing, debt capital market, leveraged finance, and loans and syndication; and transaction banking services comprising cash management, trade finance, securities, commercial payments, account, and clearing and settlement services. Further, the company provides telephone, Internet, and mobile banking services. The company operates 153 branches in Sweden, 17 branches in Estonia, 21 in Latvia, and 42 in Lithuania. It also has operations in Norway, Finland, Denmark, China, the United States, and South Africa. The company was formerly known as ForeningsSparbanken AB and changed its name to Swedbank AB (publ) in September 2006. Swedbank AB (publ) was founded in 1820 and is headquartered in Sundbyberg, Sweden.

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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.