HomeCompareHFATX vs SPHD

HFATX vs SPHD: Dividend Comparison 2026

HFATX yields 3.72% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $1.0K in total portfolio value
10 years
HFATX
HFATX
● Live price
3.72%
Share price
$7.74
Annual div
$0.29
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.5K
Annual income
$473.22
Full HFATX 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 — HFATX 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 PeriodHFATXSPHD
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, HFATX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HFATX
Annual income on $10K today (after 15% tax)
$316.61/yr
After 10yr DRIP, annual income (after tax)
$402.24/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 $80.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HFATX: 50%SPHD: 50%
100% SPHD50/50100% HFATX
Portfolio after 10yr
$26.0K
Annual income
$520.29/yr
Blended yield
2.00%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFATX buys
0
SPHD buys
0
No recent congressional trades found for HFATX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFATXSPHD
Forward yield3.72%4.30%
Annual dividend / share$0.29$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.5K$26.5K
Annual income after 10y$473.22$567.37
Total dividends collected$4.3K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHFATX PortfolioHFATX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,072$372.48$11,130$430.50$58.00SPHD
2$12,233$385.45$12,357$447.82$124.00SPHD
3$13,487$397.99$13,687$464.65$200.00SPHD
4$14,841$410.09$15,126$480.98$285.00SPHD
5$16,302$421.74$16,682$496.78$380.00SPHD
6$17,876$432.94$18,362$512.03$486.00SPHD
7$19,571$443.69$20,174$526.72$603.00SPHD
8$21,395$453.98$22,127$540.84$732.00SPHD
9$23,357$463.82$24,230$554.39$873.00SPHD
10$25,465$473.22$26,493$567.37$1.0KSPHD

HFATX vs SPHD: Complete Analysis 2026

HFATXStock

The investment seeks total return through current income and capital appreciation. 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 HFATX 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.