HomeCompareTRPBX vs SPHD

TRPBX vs SPHD: Dividend Comparison 2026

TRPBX yields 8.15% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TRPBX wins by $7.8K in total portfolio value
10 years
TRPBX
TRPBX
● Live price
8.15%
Share price
$24.81
Annual div
$2.02
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.3K
Annual income
$1,365.08
Full TRPBX 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 — TRPBX vs SPHD

📍 TRPBX 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 PeriodTRPBXSPHD
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, TRPBX + SPHD cover 0 of 12 monthsgood coverage

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

TRPBX
Annual income on $10K today (after 15% tax)
$692.88/yr
After 10yr DRIP, annual income (after tax)
$1,160.32/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, TRPBX beats the other by $678.05/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TRPBX: 50%SPHD: 50%
100% SPHD50/50100% TRPBX
Portfolio after 10yr
$30.4K
Annual income
$966.22/yr
Blended yield
3.18%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRPBX buys
0
SPHD buys
0
No recent congressional trades found for TRPBX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTRPBXSPHD
Forward yield8.15%4.30%
Annual dividend / share$2.02$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$1,365.08$567.37
Total dividends collected$10.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTRPBX PortfolioTRPBX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,515$815.16$11,130$430.50+$385.00TRPBX
2$13,198$877.26$12,357$447.82+$841.00TRPBX
3$15,062$939.72$13,687$464.65+$1.4KTRPBX
4$17,119$1,002.25$15,126$480.98+$2.0KTRPBX
5$19,382$1,064.57$16,682$496.78+$2.7KTRPBX
6$21,865$1,126.44$18,362$512.03+$3.5KTRPBX
7$24,583$1,187.63$20,174$526.72+$4.4KTRPBX
8$27,552$1,247.92$22,127$540.84+$5.4KTRPBX
9$30,787$1,307.12$24,230$554.39+$6.6KTRPBX
10$34,308$1,365.08$26,493$567.37+$7.8KTRPBX

TRPBX vs SPHD: Complete Analysis 2026

TRPBXStock

The fund invests in a diversified portfolio typically consisting of approximately 60% stocks; 35% bonds, money market securities, and cash reserves; and 5% alternative investments, including through hedge funds. Under normal conditions, its allocation to the broad asset classes will be within the following ranges: stocks (50-70%), bonds, money markets securities, and cash reserves (25-45%), and alternative investments (0-10%).

Full TRPBX 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.