HomeCompareHEQCX vs SPHD

HEQCX vs SPHD: Dividend Comparison 2026

HEQCX yields 9.73% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HEQCX wins by $11.6K in total portfolio value
10 years
HEQCX
HEQCX
● Live price
9.73%
Share price
$5.55
Annual div
$0.54
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.1K
Annual income
$1,794.80
Full HEQCX 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 — HEQCX vs SPHD

📍 HEQCX 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 PeriodHEQCXSPHD
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, HEQCX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HEQCX
Annual income on $10K today (after 15% tax)
$827.18/yr
After 10yr DRIP, annual income (after tax)
$1,525.58/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, HEQCX beats the other by $1,043.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HEQCX: 50%SPHD: 50%
100% SPHD50/50100% HEQCX
Portfolio after 10yr
$32.3K
Annual income
$1,181.08/yr
Blended yield
3.66%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HEQCX buys
0
SPHD buys
0
No recent congressional trades found for HEQCX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHEQCXSPHD
Forward yield9.73%4.30%
Annual dividend / share$0.54$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.1K$26.5K
Annual income after 10y$1,794.80$567.37
Total dividends collected$13.8K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHEQCX PortfolioHEQCX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,673$973.15$11,130$430.50+$543.00HEQCX
2$13,552$1,061.66$12,357$447.82+$1.2KHEQCX
3$15,652$1,151.90$13,687$464.65+$2.0KHEQCX
4$17,992$1,243.41$15,126$480.98+$2.9KHEQCX
5$20,587$1,335.72$16,682$496.78+$3.9KHEQCX
6$23,456$1,428.40$18,362$512.03+$5.1KHEQCX
7$26,619$1,521.02$20,174$526.72+$6.4KHEQCX
8$30,096$1,613.20$22,127$540.84+$8.0KHEQCX
9$33,907$1,704.57$24,230$554.39+$9.7KHEQCX
10$38,075$1,794.80$26,493$567.37+$11.6KHEQCX

HEQCX vs SPHD: Complete Analysis 2026

HEQCXStock

Under normal circumstances, the fund invests more than 90% of its total assets in common stocks. It may invest in companies of any size. The fund may invest up to 20% of its total assets in common stocks of foreign issuers that are traded in the United States and in American Depositary Receipts of foreign companies.

Full HEQCX 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 HEQCX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

HEQCX vs SCHDHEQCX vs JEPIHEQCX vs OHEQCX vs KOHEQCX 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.