HomeCompareTNBMX vs SPHD

TNBMX vs SPHD: Dividend Comparison 2026

TNBMX yields 3.62% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $1.2K in total portfolio value
10 years
TNBMX
TNBMX
● Live price
3.62%
Share price
$8.44
Annual div
$0.31
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.3K
Annual income
$456.92
Full TNBMX 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 — TNBMX vs SPHD

📍 SPHD 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 PeriodTNBMXSPHD
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, TNBMX + SPHD cover 0 of 12 monthsgood coverage

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

TNBMX
Annual income on $10K today (after 15% tax)
$307.73/yr
After 10yr DRIP, annual income (after tax)
$388.38/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, SPHD beats the other by $93.88/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TNBMX: 50%SPHD: 50%
100% SPHD50/50100% TNBMX
Portfolio after 10yr
$25.9K
Annual income
$512.14/yr
Blended yield
1.98%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TNBMX buys
0
SPHD buys
0
No recent congressional trades found for TNBMX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTNBMXSPHD
Forward yield3.62%4.30%
Annual dividend / share$0.31$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.3K$26.5K
Annual income after 10y$456.92$567.37
Total dividends collected$4.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTNBMX PortfolioTNBMX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,062$362.04$11,130$430.50$68.00SPHD
2$12,211$374.29$12,357$447.82$146.00SPHD
3$13,452$386.12$13,687$464.65$235.00SPHD
4$14,791$397.53$15,126$480.98$335.00SPHD
5$16,235$408.51$16,682$496.78$447.00SPHD
6$17,790$419.06$18,362$512.03$572.00SPHD
7$19,464$429.17$20,174$526.72$710.00SPHD
8$21,266$438.84$22,127$540.84$861.00SPHD
9$23,203$448.09$24,230$554.39$1.0KSPHD
10$25,284$456.92$26,493$567.37$1.2KSPHD

TNBMX vs SPHD: Complete Analysis 2026

TNBMXStock

Under normal conditions, the fund invests at least 80% of its net assets (including any borrowings for investment purposes) in non-U.S. dollar-denominated bonds. In addition, under normal market conditions the fund will maintain at least 80% of its net assets in U.S. dollar currency exposure. It normally purchases bonds issued in foreign currencies, which may include bonds issued in emerging markets currencies. The fund is non-diversified.

Full TNBMX 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.