HomeCompareHES vs SPHD

HES vs SPHD: Dividend Comparison 2026

HES yields 1.34% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HES wins by $849.7K in total portfolio value· pulled ahead in Year 3
10 years
HES
HES
● Live price
1.34%
Share price
$148.97
Annual div
$2.00
5Y div CAGR
79.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$876.2K
Annual income
$619,272.65
Full HES 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 — HES vs SPHD

📍 HES pulled ahead of the other in Year 3

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 PeriodHESSPHD
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, HES + SPHD cover 0 of 12 monthsgood coverage

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

HES
Annual income on $10K today (after 15% tax)
$114.12/yr
After 10yr DRIP, annual income (after tax)
$526,381.75/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, HES beats the other by $525,896.13/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HES: 50%SPHD: 50%
100% SPHD50/50100% HES
Portfolio after 10yr
$451.4K
Annual income
$309,921.98/yr
Blended yield
68.66%
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Analyst Conviction Gap

Where Wall Street is most bullish on HES right now

HES
Analyst Ratings
18
Buy
30
Hold
Consensus: Hold
Price Target
$148.19
-0.5% upside vs current
Range: $86.00 — $199.00
Altman Z
3.1
Piotroski
4/9
SPHD
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HES buys
0
SPHD buys
0
No recent congressional trades found for HES or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHESSPHD
Forward yield1.34%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR79.8%0%
Portfolio after 10y$876.2K$26.5K
Annual income after 10y$619,272.65$571.32
Total dividends collected$831.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHES PortfolioHES Income/yrSPHD PortfolioSPHD Income/yrGap
1$10,941$241.39$11,133$432.85$192.00SPHD
2$12,151$443.81$12,363$450.36$212.00SPHD
3← crossover$13,830$828.22$13,695$467.39+$135.00HES
4$16,382$1,584.01$15,138$483.90+$1.2KHES
5$20,682$3,152.91$16,697$499.88+$4.0KHES
6$28,818$6,688.61$18,382$515.31+$10.4KHES
7$46,496$15,661.01$20,198$530.17+$26.3KHES
8$92,211$42,460.02$22,157$544.46+$70.1KHES
9$240,164$141,498.19$24,266$558.18+$215.9KHES
10$876,248$619,272.65$26,536$571.32+$849.7KHES

HES vs SPHD: Complete Analysis 2026

HESStock

Hess Corporation, an exploration and production company, explores, develops, produces, purchases, transports, and sells crude oil, natural gas liquids (NGLs), and natural gas. The company operates in two segments, Exploration and Production, and Midstream. It conducts production operations primarily in the United States, Guyana, the Malaysia/Thailand Joint Development Area, and Malaysia; and exploration activities principally offshore Guyana, the U.S. Gulf of Mexico, and offshore Suriname and Canada. The company is also involved in gathering, compressing, and processing natural gas; fractionating NGLs; gathering, terminaling, loading, and transporting crude oil and NGL through rail car; and storing and terminaling propane, as well as providing water handling services primarily in the Bakken Shale plays in the Williston Basin area of North Dakota. As of December 31, 2021, it had total proved reserves of 1,309 million barrels of oil equivalent. The company was incorporated in 1920 and is headquartered in New York, New York.

Full HES 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.