HomeCompareHALMY vs SPHD

HALMY vs SPHD: Dividend Comparison 2026

HALMY yields 0.63% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HALMY wins by $351.00 in total portfolio value· pulled ahead in Year 10
10 years
HALMY
HALMY
● Live price
0.63%
Share price
$103.39
Annual div
$0.65
5Y div CAGR
37.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.9K
Annual income
$1,926.94
Full HALMY 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 — HALMY vs SPHD

📍 HALMY pulled ahead of the other in Year 10

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 PeriodHALMYSPHD
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, HALMY + SPHD cover 0 of 12 monthsgood coverage

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

HALMY
Annual income on $10K today (after 15% tax)
$53.44/yr
After 10yr DRIP, annual income (after tax)
$1,637.90/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, HALMY beats the other by $1,152.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HALMY: 50%SPHD: 50%
100% SPHD50/50100% HALMY
Portfolio after 10yr
$26.7K
Annual income
$1,249.13/yr
Blended yield
4.68%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HALMY buys
0
SPHD buys
0
No recent congressional trades found for HALMY or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHALMYSPHD
Forward yield0.63%4.33%
Annual dividend / share$0.65$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR37.5%0%
Portfolio after 10y$26.9K$26.5K
Annual income after 10y$1,926.94$571.32
Total dividends collected$6.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHALMY PortfolioHALMY Income/yrSPHD PortfolioSPHD Income/yrGap
1$10,786$86.44$11,133$432.85$347.00SPHD
2$11,661$119.82$12,363$450.36$702.00SPHD
3$12,644$166.47$13,695$467.39$1.1KSPHD
4$13,761$231.94$15,138$483.90$1.4KSPHD
5$15,049$324.39$16,697$499.88$1.6KSPHD
6$16,558$455.86$18,382$515.31$1.8KSPHD
7$18,362$644.56$20,198$530.17$1.8KSPHD
8$20,565$918.51$22,157$544.46$1.6KSPHD
9$23,327$1,321.99$24,266$558.18$939.00SPHD
10← crossover$26,887$1,926.94$26,536$571.32+$351.00HALMY

HALMY vs SPHD: Complete Analysis 2026

HALMYStock

Halma plc, through its subsidiaries, provides technology solutions in the safety, health, and environmental markets. It operates through three segments: Safety, Environmental & Analysis, and Medical. The Safety segment provides fire detection, specialist fire suppression, elevator safety, security sensors, people and vehicle flow technologies, specialized interlocks that control critical processes safely, and explosion protection and corrosion monitoring systems. This segment serves elevator safety, fire suppression, people and vehicle flow, fire detection, pressure management, industrial access control, and safe storage and transfer markets. The Environmental & Analysis segment offers optical, optoelectronic, and spectral imaging systems; water, air and gases monitoring technologies; instruments that detect hazardous gases and analyses air quality; and systems for water analysis and treatment. It serves the optical analysis, water analysis and treatment, gas detection, and environmental monitoring markets. The Medical segment provides critical fluidic components used by medical diagnostics and original equipment manufacturers; laboratory devices and systems that provide information to understand patient health and enable providers to make decisions across the continuum of care; technologies and solutions to enable in-vitro diagnostic systems and life-science discoveries and development; and technologies that enable positive outcomes across clinical specialties. This segment serves the life sciences, health assessment, and therapeutic solutions market. The company was incorporated in 1894 and is headquartered in Amersham, the United Kingdom.

Full HALMY 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.