Is AVEAX or SPHD a better dividend investment in 2026?

AVEAX currently yields 12.17% with a 5% 5-year dividend growth rate. SPHD yields 4.00% with 5% growth. The better choice depends on your goal: AVEAX offers higher current income.

What is the dividend yield difference between AVEAX and SPHD?

AVEAX has a forward dividend yield of 12.17% ($2.00/share annually). SPHD yields 4.00% ($2.00/share annually). The yield gap is 8.17 percentage points.

Home › Compare › AVEAX vs SPHD

AVEAX vs SPHD: Dividend Comparison 2026

AVEAX yields 12.17% · SPHD yields 4.00%● Live data

vsPost on X →

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

🏆 AVEAX wins by $16.6K in total portfolio value

INVESTMENT

TIME HORIZON10 years

AVEAX

● Live price

12.17%

Share price

$16.44

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.6K

Annual income

$2,598.02

Full AVEAX 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 — AVEAX vs SPHD

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

Jan

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Feb

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Mar

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Apr

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May

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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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AVEAX 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.

AVEAX

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

$1,034.06/yr

After 10yr DRIP, annual income (after tax)

$2,208.32/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, AVEAX beats the other by $1,444.01/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 AVEAX + SPHD for your $10,000?

AVEAX: 50%SPHD: 50%

100% SPHD50/50100% AVEAX

Portfolio after 10yr

$36.3K

Annual income

$1,748.61/yr

Blended yield

4.81%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AVEAX buys

SPHD buys

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

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

MetricAVEAXSPHD

Forward yield	12.17% ✓	4.00%
Annual dividend / share	$2.00	$2.00
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$44.6K ✓	$28.0K
Annual income after 10y	$2,598.02 ✓	$899.19
Total dividends collected	$18.9K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	AVEAX Portfolio	AVEAX Income/yr	SPHD Portfolio	SPHD Income/yr	Gap
1← crossover	$11,917	$1,216.55	$11,120	$420.00	+$797.00 → AVEAX
2	$14,106	$1,354.86	$12,357	$458.31	+$1.7K → AVEAX
3	$16,592	$1,498.83	$13,721	$499.76	+$2.9K → AVEAX
4	$19,401	$1,647.67	$15,227	$544.58	+$4.2K → AVEAX
5	$22,560	$1,800.59	$16,885	$593.02	+$5.7K → AVEAX
6	$26,095	$1,956.77	$18,713	$645.34	+$7.4K → AVEAX
7	$30,038	$2,115.39	$20,724	$701.81	+$9.3K → AVEAX
8	$34,416	$2,275.65	$22,938	$762.73	+$11.5K → AVEAX
9	$39,262	$2,436.78	$25,372	$828.41	+$13.9K → AVEAX
10	$44,608	$2,598.02	$28,047	$899.19	+$16.6K → AVEAX

AVEAX vs SPHD: Complete Analysis 2026

AVEAX — Stock

Under normal market conditions, the fund will invest primarily in equity securities that the Adviser believes have high earnings growth potential. Under normal circumstances, all of the fund's equity investments and at least 80% of the fund's net assets (plus the amount of borrowings for investment purposes) will be invested in companies believed to offer products or services or engage in practices that are not contrary to core values and teachings of the Roman Catholic Church. The fund is non-diversified.

Full AVEAX 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.