HomeCompareTIBRX vs SPHD

TIBRX vs SPHD: Dividend Comparison 2026

TIBRX yields 4.89% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TIBRX wins by $1.1K in total portfolio value
10 years
TIBRX
TIBRX
● Live price
4.89%
Share price
$35.88
Annual div
$1.75
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.6K
Annual income
$668.46
Full TIBRX 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 — TIBRX vs SPHD

📍 TIBRX 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 PeriodTIBRXSPHD
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, TIBRX + SPHD cover 0 of 12 monthsgood coverage

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

TIBRX
Annual income on $10K today (after 15% tax)
$415.55/yr
After 10yr DRIP, annual income (after tax)
$568.19/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, TIBRX beats the other by $85.93/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TIBRX: 50%SPHD: 50%
100% SPHD50/50100% TIBRX
Portfolio after 10yr
$27.0K
Annual income
$617.91/yr
Blended yield
2.29%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TIBRX buys
0
SPHD buys
0
No recent congressional trades found for TIBRX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTIBRXSPHD
Forward yield4.89%4.30%
Annual dividend / share$1.75$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.6K$26.5K
Annual income after 10y$668.46$567.37
Total dividends collected$5.8K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTIBRX PortfolioTIBRX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,189$488.89$11,130$430.50+$59.00TIBRX
2$12,483$511.22$12,357$447.82+$126.00TIBRX
3$13,890$533.05$13,687$464.65+$203.00TIBRX
4$15,417$554.33$15,126$480.98+$291.00TIBRX
5$17,071$575.00$16,682$496.78+$389.00TIBRX
6$18,861$595.04$18,362$512.03+$499.00TIBRX
7$20,796$614.43$20,174$526.72+$622.00TIBRX
8$22,885$633.13$22,127$540.84+$758.00TIBRX
9$25,138$651.15$24,230$554.39+$908.00TIBRX
10$27,566$668.46$26,493$567.37+$1.1KTIBRX

TIBRX vs SPHD: Complete Analysis 2026

TIBRXStock

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 TIBRX 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.