HomeCompareHCKAX vs SPHD

HCKAX vs SPHD: Dividend Comparison 2026

HCKAX yields 7.41% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HCKAX wins by $6.2K in total portfolio value
10 years
HCKAX
HCKAX
● Live price
7.41%
Share price
$9.86
Annual div
$0.73
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.7K
Annual income
$1,185.16
Full HCKAX 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 — HCKAX vs SPHD

📍 HCKAX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodHCKAXSPHD
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%.
📅

Dividend Calendar Overlap

Combined, HCKAX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HCKAX pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

HCKAX
Annual income on $10K today (after 15% tax)
$629.72/yr
After 10yr DRIP, annual income (after tax)
$1,007.39/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, HCKAX beats the other by $525.12/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HCKAX: 50%SPHD: 50%
100% SPHD50/50100% HCKAX
Portfolio after 10yr
$29.6K
Annual income
$876.26/yr
Blended yield
2.96%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HCKAX buys
0
SPHD buys
0
No recent congressional trades found for HCKAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHCKAXSPHD
Forward yield7.41%4.30%
Annual dividend / share$0.73$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.7K$26.5K
Annual income after 10y$1,185.16$567.37
Total dividends collected$9.7K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHCKAX PortfolioHCKAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,441$740.85$11,130$430.50+$311.00HCKAX
2$13,034$792.15$12,357$447.82+$677.00HCKAX
3$14,790$843.41$13,687$464.65+$1.1KHCKAX
4$16,719$894.41$15,126$480.98+$1.6KHCKAX
5$18,835$944.96$16,682$496.78+$2.2KHCKAX
6$21,148$994.88$18,362$512.03+$2.8KHCKAX
7$23,672$1,043.99$20,174$526.72+$3.5KHCKAX
8$26,422$1,092.16$22,127$540.84+$4.3KHCKAX
9$29,410$1,139.25$24,230$554.39+$5.2KHCKAX
10$32,654$1,185.16$26,493$567.37+$6.2KHCKAX

HCKAX vs SPHD: Complete Analysis 2026

HCKAXStock

The fund invests in a combination of Hartford Funds ("underlying funds"): the Hartford Capital Appreciation Fund, which normally invests at least 65% of its net assets in common stocks; the Hartford Dividend and Growth Fund, which invests primarily in a portfolio of equity securities that typically have above average dividend yields; and the Hartford Total Return Bond ETF, which under normal circumstances invests at least 80% of its net assets in bonds.

Full HCKAX 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 →
📬

Get this HCKAX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

HCKAX vs SCHDHCKAX vs JEPIHCKAX vs OHCKAX vs KOHCKAX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.