HomeCompareHDQVX vs SPHD

HDQVX vs SPHD: Dividend Comparison 2026

HDQVX yields 7.57% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDQVX wins by $6.5K in total portfolio value
10 years
HDQVX
HDQVX
● Live price
7.57%
Share price
$17.98
Annual div
$1.36
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.0K
Annual income
$1,223.80
Full HDQVX 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 — HDQVX vs SPHD

📍 HDQVX 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 PeriodHDQVXSPHD
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, HDQVX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HDQVX
Annual income on $10K today (after 15% tax)
$643.69/yr
After 10yr DRIP, annual income (after tax)
$1,040.23/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, HDQVX beats the other by $557.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HDQVX: 50%SPHD: 50%
100% SPHD50/50100% HDQVX
Portfolio after 10yr
$29.8K
Annual income
$895.58/yr
Blended yield
3.01%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HDQVX buys
0
SPHD buys
0
No recent congressional trades found for HDQVX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHDQVXSPHD
Forward yield7.57%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$33.0K$26.5K
Annual income after 10y$1,223.80$567.37
Total dividends collected$9.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHDQVX PortfolioHDQVX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,457$757.29$11,130$430.50+$327.00HDQVX
2$13,070$810.88$12,357$447.82+$713.00HDQVX
3$14,850$864.52$13,687$464.65+$1.2KHDQVX
4$16,807$917.96$15,126$480.98+$1.7KHDQVX
5$18,955$970.99$16,682$496.78+$2.3KHDQVX
6$21,305$1,023.42$18,362$512.03+$2.9KHDQVX
7$23,871$1,075.06$20,174$526.72+$3.7KHDQVX
8$26,668$1,125.76$22,127$540.84+$4.5KHDQVX
9$29,710$1,175.38$24,230$554.39+$5.5KHDQVX
10$33,014$1,223.80$26,493$567.37+$6.5KHDQVX

HDQVX vs SPHD: Complete Analysis 2026

HDQVXStock

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 HDQVX 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 HDQVX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

HDQVX vs SCHDHDQVX vs JEPIHDQVX vs OHDQVX vs KOHDQVX 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.