HomeCompareHEFV vs SPHD

HEFV vs SPHD: Dividend Comparison 2026

HEFV yields 7.25% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HEFV wins by $5.8K in total portfolio value
10 years
HEFV
HEFV
● Live price
7.25%
Share price
$27.60
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.3K
Annual income
$1,147.67
Full HEFV 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 — HEFV vs SPHD

📍 HEFV 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 PeriodHEFVSPHD
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, HEFV + SPHD cover 0 of 12 monthsgood coverage

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

HEFV
Annual income on $10K today (after 15% tax)
$615.94/yr
After 10yr DRIP, annual income (after tax)
$975.52/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, HEFV beats the other by $489.90/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HEFV: 50%SPHD: 50%
100% SPHD50/50100% HEFV
Portfolio after 10yr
$29.4K
Annual income
$859.49/yr
Blended yield
2.92%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HEFV buys
0
SPHD buys
0
No recent congressional trades found for HEFV or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHEFVSPHD
Forward yield7.25%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.3K$26.5K
Annual income after 10y$1,147.67$571.32
Total dividends collected$9.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHEFV PortfolioHEFV Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,425$724.64$11,133$432.85+$292.00HEFV
2$12,998$773.71$12,363$450.36+$635.00HEFV
3$14,731$822.68$13,695$467.39+$1.0KHEFV
4$16,633$871.35$15,138$483.90+$1.5KHEFV
5$18,717$919.52$16,697$499.88+$2.0KHEFV
6$20,994$967.02$18,382$515.31+$2.6KHEFV
7$23,477$1,013.72$20,198$530.17+$3.3KHEFV
8$26,180$1,059.46$22,157$544.46+$4.0KHEFV
9$29,117$1,104.15$24,266$558.18+$4.9KHEFV
10$32,303$1,147.67$26,536$571.32+$5.8KHEFV

HEFV vs SPHD: Complete Analysis 2026

HEFVStock

HEFV is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in HEFV shares.

Full HEFV 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.