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HFQIX vs SPHD: Dividend Comparison 2026

HFQIX yields 6.58% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HFQIX wins by $4.4K in total portfolio value
10 years
HFQIX
HFQIX
● Live price
6.58%
Share price
$7.65
Annual div
$0.50
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.9K
Annual income
$999.44
Full HFQIX 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 — HFQIX vs SPHD

📍 HFQIX 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 PeriodHFQIXSPHD
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, HFQIX + SPHD cover 0 of 12 monthsgood coverage

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

HFQIX
Annual income on $10K today (after 15% tax)
$559.09/yr
After 10yr DRIP, annual income (after tax)
$849.52/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, HFQIX beats the other by $367.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HFQIX: 50%SPHD: 50%
100% SPHD50/50100% HFQIX
Portfolio after 10yr
$28.7K
Annual income
$783.40/yr
Blended yield
2.73%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFQIX buys
0
SPHD buys
0
No recent congressional trades found for HFQIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFQIXSPHD
Forward yield6.58%4.30%
Annual dividend / share$0.50$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.9K$26.5K
Annual income after 10y$999.44$567.37
Total dividends collected$8.3K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHFQIX PortfolioHFQIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,358$657.75$11,130$430.50+$228.00HFQIX
2$12,851$698.19$12,357$447.82+$494.00HFQIX
3$14,489$738.30$13,687$464.65+$802.00HFQIX
4$16,281$777.94$15,126$480.98+$1.2KHFQIX
5$18,238$816.97$16,682$496.78+$1.6KHFQIX
6$20,370$855.29$18,362$512.03+$2.0KHFQIX
7$22,688$892.77$20,174$526.72+$2.5KHFQIX
8$25,206$929.34$22,127$540.84+$3.1KHFQIX
9$27,935$964.92$24,230$554.39+$3.7KHFQIX
10$30,890$999.44$26,493$567.37+$4.4KHFQIX

HFQIX vs SPHD: Complete Analysis 2026

HFQIXStock

The fund pursues its investment objectives by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of income-producing equity securities, such as common and preferred dividend-paying stocks. The adviser invests in U.S. and non-U.S. issuers and will typically invest at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States.

Full HFQIX 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.