HomeCompareHABYX vs SPHD

HABYX vs SPHD: Dividend Comparison 2026

HABYX yields 4.57% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HABYX wins by $486.00 in total portfolio value
10 years
HABYX
HABYX
● Live price
4.57%
Share price
$9.16
Annual div
$0.42
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.0K
Annual income
$612.77
Full HABYX calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — HABYX vs SPHD

📍 HABYX 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 PeriodHABYXSPHD
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, HABYX + SPHD cover 0 of 12 monthsgood coverage

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

HABYX
Annual income on $10K today (after 15% tax)
$388.61/yr
After 10yr DRIP, annual income (after tax)
$520.85/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, HABYX beats the other by $38.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HABYX: 50%SPHD: 50%
100% SPHD50/50100% HABYX
Portfolio after 10yr
$26.7K
Annual income
$590.06/yr
Blended yield
2.21%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HABYX buys
0
SPHD buys
0
No recent congressional trades found for HABYX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHABYXSPHD
Forward yield4.57%4.30%
Annual dividend / share$0.42$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.0K$26.5K
Annual income after 10y$612.77$567.37
Total dividends collected$5.4K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHABYX PortfolioHABYX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,157$457.18$11,130$430.50+$27.00HABYX
2$12,415$476.72$12,357$447.82+$58.00HABYX
3$13,780$495.75$13,687$464.65+$93.00HABYX
4$15,259$514.26$15,126$480.98+$133.00HABYX
5$16,859$532.19$16,682$496.78+$177.00HABYX
6$18,588$549.54$18,362$512.03+$226.00HABYX
7$20,456$566.28$20,174$526.72+$282.00HABYX
8$22,470$582.40$22,127$540.84+$343.00HABYX
9$24,641$597.90$24,230$554.39+$411.00HABYX
10$26,979$612.77$26,493$567.37+$486.00HABYX

HABYX vs SPHD: Complete Analysis 2026

HABYXStock

The investment seeks a competitive total return, with income as a secondary objective. The fund invests at least 80% of its assets in bonds that the sub-adviser considers to be attractive from a total return perspective along with current income. It may invest up to 20% of its net assets in securities rated below investment grade (also known as "junk bonds").

Full HABYX 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.