HomeCompareWBII vs SPHD

WBII vs SPHD: Dividend Comparison 2026

WBII yields 9.65% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 WBII wins by $11.4K in total portfolio value
10 years
WBII
WBII
● Live price
9.65%
Share price
$20.73
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.9K
Annual income
$1,770.32
Full WBII 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 — WBII vs SPHD

📍 WBII 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 PeriodWBIISPHD
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, WBII + SPHD cover 0 of 12 monthsgood coverage

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

WBII
Annual income on $10K today (after 15% tax)
$820.06/yr
After 10yr DRIP, annual income (after tax)
$1,504.77/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, WBII beats the other by $1,022.51/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WBII: 50%SPHD: 50%
100% SPHD50/50100% WBII
Portfolio after 10yr
$32.2K
Annual income
$1,168.84/yr
Blended yield
3.63%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WBII buys
0
SPHD buys
0
No recent congressional trades found for WBII or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWBIISPHD
Forward yield9.65%4.30%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$37.9K$26.5K
Annual income after 10y$1,770.32$567.37
Total dividends collected$13.7K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWBII PortfolioWBII Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,665$964.78$11,130$430.50+$535.00WBII
2$13,533$1,051.77$12,357$447.82+$1.2KWBII
3$15,621$1,140.40$13,687$464.65+$1.9KWBII
4$17,944$1,230.21$15,126$480.98+$2.8KWBII
5$20,521$1,320.76$16,682$496.78+$3.8KWBII
6$23,369$1,411.61$18,362$512.03+$5.0KWBII
7$26,508$1,502.36$20,174$526.72+$6.3KWBII
8$29,956$1,592.63$22,127$540.84+$7.8KWBII
9$33,735$1,682.05$24,230$554.39+$9.5KWBII
10$37,867$1,770.32$26,493$567.37+$11.4KWBII

WBII vs SPHD: Complete Analysis 2026

WBIIStock

Under normal market conditions, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in income-producing debt and equity securities of foreign and domestic issuers, including the securities of foreign and domestic corporate and government entities.

Full WBII 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.