HomeCompareHFAAX vs SPHD

HFAAX vs SPHD: Dividend Comparison 2026

HFAAX yields 3.68% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $1.1K in total portfolio value
10 years
HFAAX
HFAAX
● Live price
3.68%
Share price
$7.75
Annual div
$0.29
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.4K
Annual income
$466.60
Full HFAAX 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 — HFAAX vs SPHD

📍 SPHD 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 PeriodHFAAXSPHD
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, HFAAX + SPHD cover 0 of 12 monthsgood coverage

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

HFAAX
Annual income on $10K today (after 15% tax)
$313.02/yr
After 10yr DRIP, annual income (after tax)
$396.61/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, SPHD beats the other by $89.01/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HFAAX: 50%SPHD: 50%
100% SPHD50/50100% HFAAX
Portfolio after 10yr
$26.0K
Annual income
$518.96/yr
Blended yield
2.00%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFAAX buys
0
SPHD buys
0
No recent congressional trades found for HFAAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFAAXSPHD
Forward yield3.68%4.33%
Annual dividend / share$0.29$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.4K$26.5K
Annual income after 10y$466.60$571.32
Total dividends collected$4.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHFAAX PortfolioHFAAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,068$368.26$11,133$432.85$65.00SPHD
2$12,224$380.93$12,363$450.36$139.00SPHD
3$13,473$393.18$13,695$467.39$222.00SPHD
4$14,821$405.00$15,138$483.90$317.00SPHD
5$16,275$416.38$16,697$499.88$422.00SPHD
6$17,841$427.32$18,382$515.31$541.00SPHD
7$19,528$437.80$20,198$530.17$670.00SPHD
8$21,343$447.84$22,157$544.46$814.00SPHD
9$23,294$457.44$24,266$558.18$972.00SPHD
10$25,391$466.60$26,536$571.32$1.1KSPHD

HFAAX vs SPHD: Complete Analysis 2026

HFAAXStock

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 bonds or other income-producing debt-related securities from developed countries. The managers intend to invest at least 40% of the fund's net assets outside of the United States and in at least three different countries.

Full HFAAX 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.