HomeCompareAVTE vs SPHD

AVTE vs SPHD: Dividend Comparison 2026

AVTE yields 74.63% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AVTE wins by $1.28M in total portfolio value
10 years
AVTE
AVTE
● Live price
74.63%
Share price
$2.68
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1.30M
Annual income
$358,033.82
Full AVTE 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 — AVTE vs SPHD

📍 AVTE 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 PeriodAVTESPHD
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, AVTE + SPHD cover 0 of 12 monthsgood coverage

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

AVTE
Annual income on $10K today (after 15% tax)
$6,343.28/yr
After 10yr DRIP, annual income (after tax)
$304,328.75/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, AVTE beats the other by $303,843.13/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AVTE: 50%SPHD: 50%
100% SPHD50/50100% AVTE
Portfolio after 10yr
$664.2K
Annual income
$179,302.57/yr
Blended yield
27.00%
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Analyst Conviction Gap

Where Wall Street is most bullish on AVTE right now

AVTE
Analyst Ratings
2
Buy
6
Hold
Consensus: Hold
Price Target
$13.00
+385.1% upside vs current
Range: $2.00 — $35.00
Altman Z
2.1
Piotroski
2/9
SPHD
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AVTE buys
0
SPHD buys
0
No recent congressional trades found for AVTE or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAVTESPHD
Forward yield74.63%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$1.30M$26.5K
Annual income after 10y$358,033.82$571.32
Total dividends collected$1.12M$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearAVTE PortfolioAVTE Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$18,163$7,462.69$11,133$432.85+$7.0KAVTE
2$32,102$12,667.52$12,363$450.36+$19.7KAVTE
3$55,273$20,924.46$13,695$467.39+$41.6KAVTE
4$92,813$33,671.17$15,138$483.90+$77.7KAVTE
5$152,151$52,841.00$16,697$499.88+$135.5KAVTE
6$243,759$80,956.60$18,382$515.31+$225.4KAVTE
7$382,036$121,213.91$20,198$530.17+$361.8KAVTE
8$586,325$177,546.69$22,157$544.46+$564.2KAVTE
9$882,029$254,661.46$24,266$558.18+$857.8KAVTE
10$1,301,805$358,033.82$26,536$571.32+$1.28MAVTE

AVTE vs SPHD: Complete Analysis 2026

AVTEStock

Aerovate Therapeutics, Inc., a clinical-stage biopharmaceutical company, focuses on the development of drugs that enhance the lives of patients with rare cardiopulmonary diseases in the United States. The company focuses on advancing AV-101, a dry powder inhaled formulation of imatinib for the treatment of pulmonary arterial hypertension, which is in Phase 2b/Phase 3 trial. Aerovate Therapeutics, Inc. was incorporated in 2018 and is headquartered in Waltham, Massachusetts.

Full AVTE 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.