HomeCompareAPHJX vs SPHD

APHJX vs SPHD: Dividend Comparison 2026

APHJX yields 5.95% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 APHJX wins by $3.1K in total portfolio value
10 years
APHJX
APHJX
● Live price
5.95%
Share price
$18.96
Annual div
$1.13
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.6K
Annual income
$868.55
Full APHJX 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 — APHJX vs SPHD

📍 APHJX 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 PeriodAPHJXSPHD
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, APHJX + SPHD cover 0 of 12 monthsgood coverage

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

APHJX
Annual income on $10K today (after 15% tax)
$505.36/yr
After 10yr DRIP, annual income (after tax)
$738.27/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, APHJX beats the other by $252.65/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 APHJX + SPHD for your $10,000?

APHJX: 50%SPHD: 50%
100% SPHD50/50100% APHJX
Portfolio after 10yr
$28.1K
Annual income
$719.93/yr
Blended yield
2.56%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

APHJX buys
0
SPHD buys
0
No recent congressional trades found for APHJX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAPHJXSPHD
Forward yield5.95%4.33%
Annual dividend / share$1.13$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.6K$26.5K
Annual income after 10y$868.55$571.32
Total dividends collected$7.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearAPHJX PortfolioAPHJX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,295$594.55$11,133$432.85+$162.00APHJX
2$12,713$627.58$12,363$450.36+$350.00APHJX
3$14,263$660.17$13,695$467.39+$568.00APHJX
4$15,953$692.21$15,138$483.90+$815.00APHJX
5$17,794$723.61$16,697$499.88+$1.1KAPHJX
6$19,794$754.28$18,382$515.31+$1.4KAPHJX
7$21,963$784.17$20,198$530.17+$1.8KAPHJX
8$24,314$813.20$22,157$544.46+$2.2KAPHJX
9$26,857$841.34$24,266$558.18+$2.6KAPHJX
10$29,606$868.55$26,536$571.32+$3.1KAPHJX

APHJX vs SPHD: Complete Analysis 2026

APHJXStock

Under normal circumstances, the fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in common stocks and other securities of small- and mid-cap companies. Under normal market conditions, it will invest at least 65% of its total assets at market value at the time of purchase in securities of non-U.S. companies. The fund invests in developed markets and emerging and less developed markets.

Full APHJX 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.