HomeCompareHDIVX vs SPHD

HDIVX vs SPHD: Dividend Comparison 2026

HDIVX yields 7.66% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDIVX wins by $6.7K in total portfolio value
10 years
HDIVX
HDIVX
● Live price
7.66%
Share price
$18.13
Annual div
$1.39
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.2K
Annual income
$1,244.04
Full HDIVX 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 — HDIVX vs SPHD

📍 HDIVX 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 PeriodHDIVXSPHD
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, HDIVX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HDIVX
Annual income on $10K today (after 15% tax)
$650.92/yr
After 10yr DRIP, annual income (after tax)
$1,057.43/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, HDIVX beats the other by $571.81/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HDIVX: 50%SPHD: 50%
100% SPHD50/50100% HDIVX
Portfolio after 10yr
$29.9K
Annual income
$907.68/yr
Blended yield
3.04%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HDIVX buys
0
SPHD buys
0
No recent congressional trades found for HDIVX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHDIVXSPHD
Forward yield7.66%4.33%
Annual dividend / share$1.39$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.2K$26.5K
Annual income after 10y$1,244.04$571.32
Total dividends collected$10.1K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHDIVX PortfolioHDIVX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,466$765.79$11,133$432.85+$333.00HDIVX
2$13,089$820.59$12,363$450.36+$726.00HDIVX
3$14,881$875.48$13,695$467.39+$1.2KHDIVX
4$16,853$930.21$15,138$483.90+$1.7KHDIVX
5$19,017$984.55$16,697$499.88+$2.3KHDIVX
6$21,386$1,038.31$18,382$515.31+$3.0KHDIVX
7$23,975$1,091.29$20,198$530.17+$3.8KHDIVX
8$26,796$1,143.33$22,157$544.46+$4.6KHDIVX
9$29,866$1,194.29$24,266$558.18+$5.6KHDIVX
10$33,201$1,244.04$26,536$571.32+$6.7KHDIVX

HDIVX vs SPHD: Complete Analysis 2026

HDIVXStock

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 HDIVX 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 HDIVX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

HDIVX vs SCHDHDIVX vs JEPIHDIVX vs OHDIVX vs KOHDIVX 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.