HomeCompareHDTVX vs SPHD

HDTVX vs SPHD: Dividend Comparison 2026

HDTVX yields 7.10% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDTVX wins by $5.5K in total portfolio value
10 years
HDTVX
HDTVX
● Live price
7.10%
Share price
$18.38
Annual div
$1.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.0K
Annual income
$1,114.08
Full HDTVX 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 — HDTVX vs SPHD

📍 HDTVX 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 PeriodHDTVXSPHD
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, HDTVX + SPHD cover 0 of 12 monthsgood coverage

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

HDTVX
Annual income on $10K today (after 15% tax)
$603.40/yr
After 10yr DRIP, annual income (after tax)
$946.97/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, HDTVX beats the other by $464.70/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HDTVX: 50%SPHD: 50%
100% SPHD50/50100% HDTVX
Portfolio after 10yr
$29.2K
Annual income
$840.72/yr
Blended yield
2.88%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HDTVX buys
0
SPHD buys
0
No recent congressional trades found for HDTVX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHDTVXSPHD
Forward yield7.10%4.30%
Annual dividend / share$1.30$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.0K$26.5K
Annual income after 10y$1,114.08$567.37
Total dividends collected$9.2K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHDTVX PortfolioHDTVX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,410$709.88$11,130$430.50+$280.00HDTVX
2$12,966$756.98$12,357$447.82+$609.00HDTVX
3$14,677$803.91$13,687$464.65+$990.00HDTVX
4$16,555$850.50$15,126$480.98+$1.4KHDTVX
5$18,610$896.56$16,682$496.78+$1.9KHDTVX
6$20,855$941.93$18,362$512.03+$2.5KHDTVX
7$23,301$986.49$20,174$526.72+$3.1KHDTVX
8$25,963$1,030.10$22,127$540.84+$3.8KHDTVX
9$28,853$1,072.66$24,230$554.39+$4.6KHDTVX
10$31,986$1,114.08$26,493$567.37+$5.5KHDTVX

HDTVX vs SPHD: Complete Analysis 2026

HDTVXStock

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 HDTVX 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.