HomeCompareHFQTX vs SPHD

HFQTX vs SPHD: Dividend Comparison 2026

HFQTX yields 6.55% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HFQTX wins by $4.3K in total portfolio value
10 years
HFQTX
HFQTX
● Live price
6.55%
Share price
$7.53
Annual div
$0.49
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.8K
Annual income
$994.48
Full HFQTX calculator →
SPHD
SPHD
● Live price
4.33%
Share price
$49.34
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$571.32
Full SPHD calculator →

Portfolio growth — HFQTX vs SPHD

📍 HFQTX 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 PeriodHFQTXSPHD
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, HFQTX + SPHD cover 0 of 12 monthsgood coverage

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

HFQTX
Annual income on $10K today (after 15% tax)
$557.12/yr
After 10yr DRIP, annual income (after tax)
$845.31/yr
SPHD
Annual income on $10K today (after 15% tax)
$367.92/yr
After 10yr DRIP, annual income (after tax)
$485.62/yr
At 15% tax rate, HFQTX beats the other by $359.69/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HFQTX: 50%SPHD: 50%
100% SPHD50/50100% HFQTX
Portfolio after 10yr
$28.7K
Annual income
$782.90/yr
Blended yield
2.73%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HFQTX buys
0
SPHD buys
0
No recent congressional trades found for HFQTX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFQTXSPHD
Forward yield6.55%4.33%
Annual dividend / share$0.49$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.8K$26.5K
Annual income after 10y$994.48$571.32
Total dividends collected$8.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHFQTX PortfolioHFQTX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,355$655.43$11,133$432.85+$222.00HFQTX
2$12,846$695.58$12,363$450.36+$483.00HFQTX
3$14,481$735.40$13,695$467.39+$786.00HFQTX
4$16,269$774.75$15,138$483.90+$1.1KHFQTX
5$18,221$813.49$16,697$499.88+$1.5KHFQTX
6$20,348$851.50$18,382$515.31+$2.0KHFQTX
7$22,661$888.69$20,198$530.17+$2.5KHFQTX
8$25,172$924.96$22,157$544.46+$3.0KHFQTX
9$27,895$960.25$24,266$558.18+$3.6KHFQTX
10$30,842$994.48$26,536$571.32+$4.3KHFQTX

HFQTX vs SPHD: Complete Analysis 2026

HFQTXStock

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 HFQTX 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.