HomeCompareHDGYX vs SPHD

HDGYX vs SPHD: Dividend Comparison 2026

HDGYX yields 12.66% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDGYX wins by $19.6K in total portfolio value
10 years
HDGYX
HDGYX
● Live price
12.66%
Share price
$34.79
Annual div
$4.40
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$46.0K
Annual income
$2,783.67
Full HDGYX 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 — HDGYX vs SPHD

📍 HDGYX 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 PeriodHDGYXSPHD
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, HDGYX + SPHD cover 0 of 12 monthsgood coverage

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

HDGYX
Annual income on $10K today (after 15% tax)
$1,075.90/yr
After 10yr DRIP, annual income (after tax)
$2,366.12/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, HDGYX beats the other by $1,883.85/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HDGYX: 50%SPHD: 50%
100% SPHD50/50100% HDGYX
Portfolio after 10yr
$36.3K
Annual income
$1,675.52/yr
Blended yield
4.62%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HDGYX buys
0
SPHD buys
0
No recent congressional trades found for HDGYX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHDGYXSPHD
Forward yield12.66%4.30%
Annual dividend / share$4.40$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$46.0K$26.5K
Annual income after 10y$2,783.67$567.37
Total dividends collected$20.0K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHDGYX PortfolioHDGYX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,966$1,265.77$11,130$430.50+$836.00HDGYX
2$14,219$1,415.50$12,357$447.82+$1.9KHDGYX
3$16,786$1,571.99$13,687$464.65+$3.1KHDGYX
4$19,696$1,734.42$15,126$480.98+$4.6KHDGYX
5$22,976$1,901.90$16,682$496.78+$6.3KHDGYX
6$26,658$2,073.54$18,362$512.03+$8.3KHDGYX
7$30,773$2,248.43$20,174$526.72+$10.6KHDGYX
8$35,352$2,425.67$22,127$540.84+$13.2KHDGYX
9$40,431$2,604.36$24,230$554.39+$16.2KHDGYX
10$46,045$2,783.67$26,493$567.37+$19.6KHDGYX

HDGYX vs SPHD: Complete Analysis 2026

HDGYXStock

The investment seeks a high level of current income consistent with growth of capital. The fund invests primarily in a portfolio of equity securities that typically have above average dividend yields and whose prospects for capital appreciation are considered favorable by the sub-adviser. Under normal market and economic conditions, at least 80% of its net assets are invested in dividend paying equity securities. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

Full HDGYX 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.