HomeCompareHFLGX vs SPHD

HFLGX vs SPHD: Dividend Comparison 2026

HFLGX yields 5.82% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HFLGX wins by $2.9K in total portfolio value
10 years
HFLGX
HFLGX
● Live price
5.82%
Share price
$11.80
Annual div
$0.69
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.4K
Annual income
$843.42
Full HFLGX 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 — HFLGX vs SPHD

📍 HFLGX 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 PeriodHFLGXSPHD
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, HFLGX + SPHD cover 0 of 12 monthsgood coverage

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

HFLGX
Annual income on $10K today (after 15% tax)
$494.63/yr
After 10yr DRIP, annual income (after tax)
$716.91/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, HFLGX beats the other by $234.64/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

HFLGX: 50%SPHD: 50%
100% SPHD50/50100% HFLGX
Portfolio after 10yr
$27.9K
Annual income
$705.39/yr
Blended yield
2.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFLGX buys
0
SPHD buys
0
No recent congressional trades found for HFLGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFLGXSPHD
Forward yield5.82%4.30%
Annual dividend / share$0.69$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.4K$26.5K
Annual income after 10y$843.42$567.37
Total dividends collected$7.2K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHFLGX PortfolioHFLGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,282$581.92$11,130$430.50+$152.00HFLGX
2$12,685$613.56$12,357$447.82+$328.00HFLGX
3$14,218$644.75$13,687$464.65+$531.00HFLGX
4$15,889$675.37$15,126$480.98+$763.00HFLGX
5$17,706$705.36$16,682$496.78+$1.0KHFLGX
6$19,680$734.62$18,362$512.03+$1.3KHFLGX
7$21,821$763.11$20,174$526.72+$1.6KHFLGX
8$24,139$790.76$22,127$540.84+$2.0KHFLGX
9$26,646$817.54$24,230$554.39+$2.4KHFLGX
10$29,355$843.42$26,493$567.37+$2.9KHFLGX

HFLGX vs SPHD: Complete Analysis 2026

HFLGXStock

The fund invests in growth-oriented common stocks of larger companies by utilizing a quantitative formula known as the Cornerstone Large Growth Formula (the "Large Growth Formula"). It purchases 50 stocks weighted equally by dollar amount, with 2% of the portfolio's assets invested in each. Using the Large Growth Formula, the universe of stocks is re-screened and the portfolio is rebalanced annually, generally in the winter.

Full HFLGX 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.