HomeCompareHCMPX vs SPHD

HCMPX vs SPHD: Dividend Comparison 2026

HCMPX yields 0.45% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $6.2K in total portfolio value
10 years
HCMPX
HCMPX
● Live price
0.45%
Share price
$19.54
Annual div
$0.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.3K
Annual income
$46.65
Full HCMPX 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 — HCMPX vs SPHD

📍 SPHD 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 PeriodHCMPXSPHD
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, HCMPX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HCMPX
Annual income on $10K today (after 15% tax)
$38.50/yr
After 10yr DRIP, annual income (after tax)
$39.65/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, SPHD beats the other by $445.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HCMPX: 50%SPHD: 50%
100% SPHD50/50100% HCMPX
Portfolio after 10yr
$23.4K
Annual income
$308.98/yr
Blended yield
1.32%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HCMPX buys
0
SPHD buys
0
No recent congressional trades found for HCMPX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHCMPXSPHD
Forward yield0.45%4.33%
Annual dividend / share$0.09$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.3K$26.5K
Annual income after 10y$46.65$571.32
Total dividends collected$460.00$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHCMPX PortfolioHCMPX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,745$45.29$11,133$432.85$388.00SPHD
2$11,543$45.48$12,363$450.36$820.00SPHD
3$12,397$45.66$13,695$467.39$1.3KSPHD
4$13,310$45.83$15,138$483.90$1.8KSPHD
5$14,288$45.99$16,697$499.88$2.4KSPHD
6$15,334$46.14$18,382$515.31$3.0KSPHD
7$16,454$46.28$20,198$530.17$3.7KSPHD
8$17,652$46.41$22,157$544.46$4.5KSPHD
9$18,934$46.53$24,266$558.18$5.3KSPHD
10$20,306$46.65$26,536$571.32$6.2KSPHD

HCMPX vs SPHD: Complete Analysis 2026

HCMPXStock

The fund seeks to achieve its investment objective through investments in (i) dividend paying equity securities of companies included in the S&P 500; (ii) plus other investment companies (mutual funds, closed-end funds and ETFs), including investment companies that use leverage; and (iii) cash and cash equivalents and put and call options. The fund is designed to maximize returns through investing in any combination of sectors, asset classes, and sub-sectors as determined by the HCM-BuyLine®.

Full HCMPX 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 HCMPX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

HCMPX vs SCHDHCMPX vs JEPIHCMPX vs OHCMPX vs KOHCMPX 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.