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HFOSX vs SPHD: Dividend Comparison 2026

HFOSX yields 10.33% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HFOSX wins by $13.1K in total portfolio value
10 years
HFOSX
HFOSX
● Live price
10.33%
Share price
$19.36
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.6K
Annual income
$1,975.75
Full HFOSX 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 — HFOSX vs SPHD

📍 HFOSX 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 PeriodHFOSXSPHD
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, HFOSX + SPHD cover 0 of 12 monthsgood coverage

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

HFOSX
Annual income on $10K today (after 15% tax)
$878.10/yr
After 10yr DRIP, annual income (after tax)
$1,679.39/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, HFOSX beats the other by $1,197.12/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HFOSX: 50%SPHD: 50%
100% SPHD50/50100% HFOSX
Portfolio after 10yr
$33.0K
Annual income
$1,271.55/yr
Blended yield
3.85%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFOSX buys
0
SPHD buys
0
No recent congressional trades found for HFOSX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFOSXSPHD
Forward yield10.33%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$39.6K$26.5K
Annual income after 10y$1,975.75$567.37
Total dividends collected$15.0K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHFOSX PortfolioHFOSX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,733$1,033.06$11,130$430.50+$603.00HFOSX
2$13,687$1,132.80$12,357$447.82+$1.3KHFOSX
3$15,880$1,235.01$13,687$464.65+$2.2KHFOSX
4$18,331$1,339.16$15,126$480.98+$3.2KHFOSX
5$21,059$1,444.70$16,682$496.78+$4.4KHFOSX
6$24,084$1,551.11$18,362$512.03+$5.7KHFOSX
7$27,428$1,657.88$20,174$526.72+$7.3KHFOSX
8$31,112$1,764.54$22,127$540.84+$9.0KHFOSX
9$35,161$1,870.63$24,230$554.39+$10.9KHFOSX
10$39,598$1,975.75$26,493$567.37+$13.1KHFOSX

HFOSX vs SPHD: Complete Analysis 2026

HFOSXStock

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 HFOSX 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.