HomeCompareHFOCX vs SPHD

HFOCX vs SPHD: Dividend Comparison 2026

HFOCX yields 11.13% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HFOCX wins by $15.2K in total portfolio value
10 years
HFOCX
HFOCX
● Live price
11.13%
Share price
$17.97
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.7K
Annual income
$2,233.71
Full HFOCX 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 — HFOCX vs SPHD

📍 HFOCX 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 PeriodHFOCXSPHD
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, HFOCX + SPHD cover 0 of 12 monthsgood coverage

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

HFOCX
Annual income on $10K today (after 15% tax)
$946.02/yr
After 10yr DRIP, annual income (after tax)
$1,898.65/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, HFOCX beats the other by $1,416.39/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HFOCX: 50%SPHD: 50%
100% SPHD50/50100% HFOCX
Portfolio after 10yr
$34.1K
Annual income
$1,400.53/yr
Blended yield
4.11%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFOCX buys
0
SPHD buys
0
No recent congressional trades found for HFOCX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFOCXSPHD
Forward yield11.13%4.30%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$41.7K$26.5K
Annual income after 10y$2,233.71$567.37
Total dividends collected$16.6K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHFOCX PortfolioHFOCX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,813$1,112.97$11,130$430.50+$683.00HFOCX
2$13,869$1,228.73$12,357$447.82+$1.5KHFOCX
3$16,188$1,348.18$13,687$464.65+$2.5KHFOCX
4$18,791$1,470.66$15,126$480.98+$3.7KHFOCX
5$21,702$1,595.53$16,682$496.78+$5.0KHFOCX
6$24,944$1,722.14$18,362$512.03+$6.6KHFOCX
7$28,540$1,849.86$20,174$526.72+$8.4KHFOCX
8$32,515$1,978.07$22,127$540.84+$10.4KHFOCX
9$36,898$2,106.20$24,230$554.39+$12.7KHFOCX
10$41,714$2,233.71$26,493$567.37+$15.2KHFOCX

HFOCX vs SPHD: Complete Analysis 2026

HFOCXStock

The fund pursues its investment objective by investing, under normal circumstances, approximately 70% of its net assets (plus any borrowings for investment purposes) in equity securities of non-U.S. companies and in at least three different countries. Equity securities include common stocks and related securities, such as preferred stock and depositary receipts.

Full HFOCX 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.