HomeCompareTIBGX vs SPHD

TIBGX vs SPHD: Dividend Comparison 2026

TIBGX yields 4.96% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TIBGX wins by $1.2K in total portfolio value
10 years
TIBGX
TIBGX
● Live price
4.96%
Share price
$36.20
Annual div
$1.80
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.7K
Annual income
$681.81
Full TIBGX calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — TIBGX vs SPHD

📍 TIBGX 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 PeriodTIBGXSPHD
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, TIBGX + SPHD cover 0 of 12 monthsgood coverage

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

TIBGX
Annual income on $10K today (after 15% tax)
$421.87/yr
After 10yr DRIP, annual income (after tax)
$579.54/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, TIBGX beats the other by $97.27/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

TIBGX: 50%SPHD: 50%
100% SPHD50/50100% TIBGX
Portfolio after 10yr
$27.1K
Annual income
$624.58/yr
Blended yield
2.30%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TIBGX buys
0
SPHD buys
0
No recent congressional trades found for TIBGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTIBGXSPHD
Forward yield4.96%4.30%
Annual dividend / share$1.80$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.7K$26.5K
Annual income after 10y$681.81$567.37
Total dividends collected$5.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTIBGX PortfolioTIBGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,196$496.32$11,130$430.50+$66.00TIBGX
2$12,499$519.34$12,357$447.82+$142.00TIBGX
3$13,916$541.86$13,687$464.65+$229.00TIBGX
4$15,454$563.81$15,126$480.98+$328.00TIBGX
5$17,121$585.16$16,682$496.78+$439.00TIBGX
6$18,925$605.86$18,362$512.03+$563.00TIBGX
7$20,876$625.90$20,174$526.72+$702.00TIBGX
8$22,983$645.25$22,127$540.84+$856.00TIBGX
9$25,255$663.89$24,230$554.39+$1.0KTIBGX
10$27,705$681.81$26,493$567.37+$1.2KTIBGX

TIBGX vs SPHD: Complete Analysis 2026

TIBGXStock

The investment seeks to provide a level of current income which exceeds the average yield on U.S. stocks; long-term capital appreciation is a secondary objective. The fund pursues its investment goals by investing in a broad range of income producing securities, primarily including stocks and bonds. It will under normal conditions invest at least 80% of its assets in income-producing securities, and at least 50% of its assets in common stocks.

Full TIBGX 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.