HomeCompareTBCUX vs SPHD

TBCUX vs SPHD: Dividend Comparison 2026

TBCUX yields 8.14% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TBCUX wins by $7.7K in total portfolio value
10 years
TBCUX
TBCUX
● Live price
8.14%
Share price
$16.45
Annual div
$1.34
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.3K
Annual income
$1,362.13
Full TBCUX 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 — TBCUX vs SPHD

📍 TBCUX 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 PeriodTBCUXSPHD
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, TBCUX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TBCUX
Annual income on $10K today (after 15% tax)
$691.88/yr
After 10yr DRIP, annual income (after tax)
$1,157.81/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, TBCUX beats the other by $672.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TBCUX: 50%SPHD: 50%
100% SPHD50/50100% TBCUX
Portfolio after 10yr
$30.4K
Annual income
$966.73/yr
Blended yield
3.18%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TBCUX buys
0
SPHD buys
0
No recent congressional trades found for TBCUX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTBCUXSPHD
Forward yield8.14%4.33%
Annual dividend / share$1.34$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.3K$26.5K
Annual income after 10y$1,362.13$571.32
Total dividends collected$10.9K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTBCUX PortfolioTBCUX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,514$813.98$11,133$432.85+$381.00TBCUX
2$13,196$875.90$12,363$450.36+$833.00TBCUX
3$15,058$938.18$13,695$467.39+$1.4KTBCUX
4$17,112$1,000.51$15,138$483.90+$2.0KTBCUX
5$19,373$1,062.64$16,697$499.88+$2.7KTBCUX
6$21,853$1,124.32$18,382$515.31+$3.5KTBCUX
7$24,568$1,185.30$20,198$530.17+$4.4KTBCUX
8$27,533$1,245.38$22,157$544.46+$5.4KTBCUX
9$30,765$1,304.38$24,266$558.18+$6.5KTBCUX
10$34,281$1,362.13$26,536$571.32+$7.7KTBCUX

TBCUX vs SPHD: Complete Analysis 2026

TBCUXStock

The fund invests primarily in foreign equity securities that the adviser believes are undervalued but may invest in U.S. securities to a limited extent. The Adviser seeks to construct a diversified portfolio of stocks from a variety of industries and countries. The fund invests primarily in equity securities of foreign issuers, but also invests on a more limited basis in U.S. equity securities when opportunities appear attractive.

Full TBCUX 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 TBCUX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

TBCUX vs SCHDTBCUX vs JEPITBCUX vs OTBCUX vs KOTBCUX 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.