HomeCompareWFBI vs SPHD

WFBI vs SPHD: Dividend Comparison 2026

WFBI yields 5.84% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 WFBI wins by $2.9K in total portfolio value
10 years
WFBI
WFBI
● Live price
5.84%
Share price
$34.26
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.4K
Annual income
$847.09
Full WFBI calculator →
SPHD
SPHD
● Live price
4.33%
Share price
$49.34
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$571.32
Full SPHD calculator →

Portfolio growth — WFBI vs SPHD

📍 WFBI 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 PeriodWFBISPHD
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, WFBI + SPHD cover 0 of 12 monthsgood coverage

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

WFBI
Annual income on $10K today (after 15% tax)
$496.21/yr
After 10yr DRIP, annual income (after tax)
$720.03/yr
SPHD
Annual income on $10K today (after 15% tax)
$367.92/yr
After 10yr DRIP, annual income (after tax)
$485.62/yr
At 15% tax rate, WFBI beats the other by $234.40/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WFBI: 50%SPHD: 50%
100% SPHD50/50100% WFBI
Portfolio after 10yr
$28.0K
Annual income
$709.21/yr
Blended yield
2.54%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WFBI buys
0
SPHD buys
0
No recent congressional trades found for WFBI or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWFBISPHD
Forward yield5.84%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.4K$26.5K
Annual income after 10y$847.09$571.32
Total dividends collected$7.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearWFBI PortfolioWFBI Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,284$583.77$11,133$432.85+$151.00WFBI
2$12,689$615.62$12,363$450.36+$326.00WFBI
3$14,225$647.01$13,695$467.39+$530.00WFBI
4$15,898$677.84$15,138$483.90+$760.00WFBI
5$17,719$708.03$16,697$499.88+$1.0KWFBI
6$19,697$737.50$18,382$515.31+$1.3KWFBI
7$21,842$766.19$20,198$530.17+$1.6KWFBI
8$24,165$794.04$22,157$544.46+$2.0KWFBI
9$26,677$821.02$24,266$558.18+$2.4KWFBI
10$29,392$847.09$26,536$571.32+$2.9KWFBI

WFBI vs SPHD: Complete Analysis 2026

WFBIStock

WFBI is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in WFBI shares.

Full WFBI 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.