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HGHYX vs SPHD: Dividend Comparison 2026

HGHYX yields 3.03% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $2.2K in total portfolio value
10 years
HGHYX
HGHYX
● Live price
3.03%
Share price
$46.26
Annual div
$1.40
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$368.78
Full HGHYX 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 — HGHYX vs SPHD

📍 SPHD 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 PeriodHGHYXSPHD
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, HGHYX + SPHD cover 0 of 12 monthsgood coverage

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

HGHYX
Annual income on $10K today (after 15% tax)
$257.82/yr
After 10yr DRIP, annual income (after tax)
$313.46/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, SPHD beats the other by $168.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HGHYX: 50%SPHD: 50%
100% SPHD50/50100% HGHYX
Portfolio after 10yr
$25.4K
Annual income
$468.07/yr
Blended yield
1.84%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HGHYX buys
0
SPHD buys
0
No recent congressional trades found for HGHYX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHGHYXSPHD
Forward yield3.03%4.30%
Annual dividend / share$1.40$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.3K$26.5K
Annual income after 10y$368.78$567.37
Total dividends collected$3.4K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHGHYX PortfolioHGHYX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,003$303.32$11,130$430.50$127.00SPHD
2$12,085$311.92$12,357$447.82$272.00SPHD
3$13,252$320.18$13,687$464.65$435.00SPHD
4$14,507$328.11$15,126$480.98$619.00SPHD
5$15,859$335.70$16,682$496.78$823.00SPHD
6$17,312$342.96$18,362$512.03$1.1KSPHD
7$18,873$349.89$20,174$526.72$1.3KSPHD
8$20,551$356.50$22,127$540.84$1.6KSPHD
9$22,352$362.79$24,230$554.39$1.9KSPHD
10$24,286$368.78$26,493$567.37$2.2KSPHD

HGHYX vs SPHD: Complete Analysis 2026

HGHYXStock

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in the equity securities of health care-related companies worldwide as selected by the sub-adviser, Wellington Management Company LLP ("Wellington Management"). The fund takes a broad approach to investing in the health care sector. It may invest in health-related companies, including companies in the pharmaceuticals, biotechnology, medical delivery, medical products, medical services, managed health care, health information services and emerging health-related subsectors.

Full HGHYX 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.