HomeCompareHFARX vs SPHD

HFARX vs SPHD: Dividend Comparison 2026

HFARX yields 3.98% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $579.00 in total portfolio value
10 years
HFARX
HFARX
● Live price
3.98%
Share price
$7.72
Annual div
$0.31
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.9K
Annual income
$513.97
Full HFARX 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 — HFARX vs SPHD

📍 SPHD 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 PeriodHFARXSPHD
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, HFARX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HFARX
Annual income on $10K today (after 15% tax)
$338.35/yr
After 10yr DRIP, annual income (after tax)
$436.87/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, SPHD beats the other by $45.39/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HFARX: 50%SPHD: 50%
100% SPHD50/50100% HFARX
Portfolio after 10yr
$26.2K
Annual income
$540.67/yr
Blended yield
2.06%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFARX buys
0
SPHD buys
0
No recent congressional trades found for HFARX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFARXSPHD
Forward yield3.98%4.30%
Annual dividend / share$0.31$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.9K$26.5K
Annual income after 10y$513.97$567.37
Total dividends collected$4.6K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHFARX PortfolioHFARX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,098$398.06$11,130$430.50$32.00SPHD
2$12,288$412.87$12,357$447.82$69.00SPHD
3$13,575$427.22$13,687$464.65$112.00SPHD
4$14,967$441.10$15,126$480.98$159.00SPHD
5$16,469$454.50$16,682$496.78$213.00SPHD
6$18,089$467.40$18,362$512.03$273.00SPHD
7$19,835$479.79$20,174$526.72$339.00SPHD
8$21,715$491.69$22,127$540.84$412.00SPHD
9$23,738$503.08$24,230$554.39$492.00SPHD
10$25,914$513.97$26,493$567.37$579.00SPHD

HFARX vs SPHD: Complete Analysis 2026

HFARXStock

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 HFARX 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 HFARX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

HFARX vs SCHDHFARX vs JEPIHFARX vs OHFARX vs KOHFARX 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.