HomeCompareHDPMX vs SPHD

HDPMX vs SPHD: Dividend Comparison 2026

HDPMX yields 10.02% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDPMX wins by $12.3K in total portfolio value
10 years
HDPMX
HDPMX
● Live price
10.02%
Share price
$73.75
Annual div
$7.39
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.8K
Annual income
$1,882.13
Full HDPMX 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 — HDPMX vs SPHD

📍 HDPMX 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 PeriodHDPMXSPHD
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, HDPMX + SPHD cover 0 of 12 monthsgood coverage

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

HDPMX
Annual income on $10K today (after 15% tax)
$852.12/yr
After 10yr DRIP, annual income (after tax)
$1,599.81/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, HDPMX beats the other by $1,114.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HDPMX: 50%SPHD: 50%
100% SPHD50/50100% HDPMX
Portfolio after 10yr
$32.7K
Annual income
$1,226.73/yr
Blended yield
3.75%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HDPMX buys
0
SPHD buys
0
No recent congressional trades found for HDPMX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHDPMXSPHD
Forward yield10.02%4.33%
Annual dividend / share$7.39$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.8K$26.5K
Annual income after 10y$1,882.13$571.32
Total dividends collected$14.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHDPMX PortfolioHDPMX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,702$1,002.49$11,133$432.85+$569.00HDPMX
2$13,618$1,096.42$12,363$450.36+$1.3KHDPMX
3$15,764$1,192.42$13,695$467.39+$2.1KHDPMX
4$18,157$1,290.00$15,138$483.90+$3.0KHDPMX
5$20,817$1,388.66$16,697$499.88+$4.1KHDPMX
6$23,762$1,487.92$18,382$515.31+$5.4KHDPMX
7$27,013$1,587.31$20,198$530.17+$6.8KHDPMX
8$30,590$1,686.41$22,157$544.46+$8.4KHDPMX
9$34,516$1,784.81$24,266$558.18+$10.3KHDPMX
10$38,814$1,882.13$26,536$571.32+$12.3KHDPMX

HDPMX vs SPHD: Complete Analysis 2026

HDPMXStock

The fund invests in common stocks of companies of any size market capitalization- small, medium or large. The fund may engage in short-sale transactions with respect to 25% of its net assets. It may also invest in money market instruments and may, from time to time, purchase put and call options on U.S. traded stocks or security indices. The fund may also sell options and write "covered" put and call options.

Full HDPMX 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.