HomeCompareHDAVX vs SPHD

HDAVX vs SPHD: Dividend Comparison 2026

HDAVX yields 7.53% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HDAVX wins by $6.4K in total portfolio value
10 years
HDAVX
HDAVX
● Live price
7.53%
Share price
$18.03
Annual div
$1.36
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.9K
Annual income
$1,212.78
Full HDAVX 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 — HDAVX vs SPHD

📍 HDAVX 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 PeriodHDAVXSPHD
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, HDAVX + SPHD cover 0 of 12 monthsgood coverage

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

HDAVX
Annual income on $10K today (after 15% tax)
$639.73/yr
After 10yr DRIP, annual income (after tax)
$1,030.86/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, HDAVX beats the other by $548.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HDAVX: 50%SPHD: 50%
100% SPHD50/50100% HDAVX
Portfolio after 10yr
$29.7K
Annual income
$890.07/yr
Blended yield
3.00%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HDAVX buys
0
SPHD buys
0
No recent congressional trades found for HDAVX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHDAVXSPHD
Forward yield7.53%4.30%
Annual dividend / share$1.36$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.9K$26.5K
Annual income after 10y$1,212.78$567.37
Total dividends collected$9.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHDAVX PortfolioHDAVX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,453$752.63$11,130$430.50+$323.00HDAVX
2$13,060$805.57$12,357$447.82+$703.00HDAVX
3$14,833$858.52$13,687$464.65+$1.1KHDAVX
4$16,782$911.27$15,126$480.98+$1.7KHDAVX
5$18,920$963.59$16,682$496.78+$2.2KHDAVX
6$21,260$1,015.30$18,362$512.03+$2.9KHDAVX
7$23,815$1,066.22$20,174$526.72+$3.6KHDAVX
8$26,598$1,116.19$22,127$540.84+$4.5KHDAVX
9$29,625$1,165.09$24,230$554.39+$5.4KHDAVX
10$32,911$1,212.78$26,493$567.37+$6.4KHDAVX

HDAVX vs SPHD: Complete Analysis 2026

HDAVXStock

The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of dividend-producing equity securities. The fund generally invests in a core group of 40-60 equity securities, including common stocks, preferred stocks, depository receipts, and other equity-related securities. It primarily invests in equity securities of companies that are economically tied to countries outside of the United States, including investments in emerging markets.

Full HDAVX 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.