Is APFDX or SPHD a better dividend investment in 2026?

APFDX currently yields 20.76% with a 5% 5-year dividend growth rate. SPHD yields 4.00% with 5% growth. The better choice depends on your goal: APFDX offers higher current income.

What is the dividend yield difference between APFDX and SPHD?

APFDX has a forward dividend yield of 20.76% ($3.86/share annually). SPHD yields 4.00% ($2.00/share annually). The yield gap is 16.76 percentage points.

Home › Compare › APFDX vs SPHD

APFDX vs SPHD: Dividend Comparison 2026

APFDX yields 20.76% · SPHD yields 4.00%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 APFDX wins by $48.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

APFDX

● Live price

20.76%

Share price

$18.58

Annual div

$3.86

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$76.5K

Annual income

$7,299.01

Full APFDX calculator →

SPHD

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full SPHD calculator →

Portfolio growth — APFDX vs SPHD

📍 APFDX 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 Period	APFDX	SPHD
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, APFDX + SPHD cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

—

May

—

Jun

—

Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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APFDX 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.

APFDX

Annual income on $10K today (after 15% tax)

$1,764.22/yr

After 10yr DRIP, annual income (after tax)

$6,204.16/yr

SPHD

Annual income on $10K today (after 15% tax)

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, APFDX beats the other by $5,439.85/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

APFDX: 50%SPHD: 50%

100% SPHD50/50100% APFDX

Portfolio after 10yr

$52.3K

Annual income

$4,099.11/yr

Blended yield

7.84%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

APFDX buys

SPHD buys

No recent congressional trades found for APFDX or SPHD in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricAPFDXSPHD

Forward yield	20.76% ✓	4.00%
Annual dividend / share	$3.86 ✓	$2.00
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$76.5K ✓	$28.0K
Annual income after 10y	$7,299.01 ✓	$899.19
Total dividends collected	$44.3K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	APFDX Portfolio	APFDX Income/yr	SPHD Portfolio	SPHD Income/yr	Gap
1← crossover	$12,776	$2,075.55	$11,120	$420.00	+$1.7K → APFDX
2	$16,148	$2,478.16	$12,357	$458.31	+$3.8K → APFDX
3	$20,206	$2,927.42	$13,721	$499.76	+$6.5K → APFDX
4	$25,044	$3,423.41	$15,227	$544.58	+$9.8K → APFDX
5	$30,762	$3,965.48	$16,885	$593.02	+$13.9K → APFDX
6	$37,468	$4,552.31	$18,713	$645.34	+$18.8K → APFDX
7	$45,272	$5,181.91	$20,724	$701.81	+$24.5K → APFDX
8	$54,293	$5,851.69	$22,938	$762.73	+$31.4K → APFDX
9	$64,652	$6,558.57	$25,372	$828.41	+$39.3K → APFDX
10	$76,477	$7,299.01	$28,047	$899.19	+$48.4K → APFDX

APFDX vs SPHD: Complete Analysis 2026

APFDX — Stock

The investment seeks maximum long-term capital growth. The fund's investment team employs a fundamental investment process to construct a diversified portfolio of U.S. and non-U.S. growth companies across a broad capitalization range. The team seeks to invest in companies that the advisor believes possess franchise characteristics, are benefiting from an accelerating profit cycle and are trading at a discount to its estimate of private market value. The fund primarily invests in common stocks and other equity securities of U.S. and non-U.S. companies, including depositary receipts.

Full APFDX Calculator →

SPHD — ETF

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

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.