HomeCompareTBLIX vs SPHD

TBLIX vs SPHD: Dividend Comparison 2026

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

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After 10 years · $10,000 invested · DRIP enabled
🏆 TBLIX wins by $4.5K in total portfolio value
10 years
TBLIX
TBLIX
● Live price
6.63%
Share price
$34.29
Annual div
$2.28
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.0K
Annual income
$1,011.75
Full TBLIX 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 — TBLIX vs SPHD

📍 TBLIX 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 PeriodTBLIXSPHD
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, TBLIX + SPHD cover 0 of 12 monthsgood coverage

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

TBLIX
Annual income on $10K today (after 15% tax)
$563.96/yr
After 10yr DRIP, annual income (after tax)
$859.99/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, TBLIX beats the other by $374.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TBLIX: 50%SPHD: 50%
100% SPHD50/50100% TBLIX
Portfolio after 10yr
$28.8K
Annual income
$791.54/yr
Blended yield
2.75%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TBLIX buys
0
SPHD buys
0
No recent congressional trades found for TBLIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTBLIXSPHD
Forward yield6.63%4.33%
Annual dividend / share$2.28$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$1,011.75$571.32
Total dividends collected$8.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTBLIX PortfolioTBLIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,363$663.49$11,133$432.85+$230.00TBLIX
2$12,864$704.63$12,363$450.36+$501.00TBLIX
3$14,509$745.46$13,695$467.39+$814.00TBLIX
4$16,311$785.84$15,138$483.90+$1.2KTBLIX
5$18,278$825.62$16,697$499.88+$1.6KTBLIX
6$20,423$864.67$18,382$515.31+$2.0KTBLIX
7$22,755$902.90$20,198$530.17+$2.6KTBLIX
8$25,288$940.21$22,157$544.46+$3.1KTBLIX
9$28,035$976.51$24,266$558.18+$3.8KTBLIX
10$31,009$1,011.75$26,536$571.32+$4.5KTBLIX

TBLIX vs SPHD: Complete Analysis 2026

TBLIXStock

Under normal circumstances, the fund invests approximately 60% of its net assets in equity securities and approximately 40% of its net assets in fixed-income securities (investing at least 25% of its net assets in fixed-income senior securities being those securities that rank above another security in the event of the company’s bankruptcy or liquidation).

Full TBLIX 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.