HomeCompareHGOYX vs SPHD

HGOYX vs SPHD: Dividend Comparison 2026

HGOYX yields 6.19% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HGOYX wins by $3.6K in total portfolio value
10 years
HGOYX
HGOYX
● Live price
6.19%
Share price
$72.71
Annual div
$4.50
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.1K
Annual income
$918.19
Full HGOYX 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 — HGOYX vs SPHD

📍 HGOYX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodHGOYXSPHD
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%.
📅

Dividend Calendar Overlap

Combined, HGOYX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HGOYX pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

HGOYX
Annual income on $10K today (after 15% tax)
$526.16/yr
After 10yr DRIP, annual income (after tax)
$780.46/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, HGOYX beats the other by $298.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HGOYX: 50%SPHD: 50%
100% SPHD50/50100% HGOYX
Portfolio after 10yr
$28.3K
Annual income
$742.77/yr
Blended yield
2.63%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HGOYX buys
0
SPHD buys
0
No recent congressional trades found for HGOYX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHGOYXSPHD
Forward yield6.19%4.30%
Annual dividend / share$4.50$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.1K$26.5K
Annual income after 10y$918.19$567.37
Total dividends collected$7.7K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHGOYX PortfolioHGOYX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,319$619.01$11,130$430.50+$189.00HGOYX
2$12,766$654.82$12,357$447.82+$409.00HGOYX
3$14,350$690.23$13,687$464.65+$663.00HGOYX
4$16,080$725.10$15,126$480.98+$954.00HGOYX
5$17,965$759.35$16,682$496.78+$1.3KHGOYX
6$20,015$792.86$18,362$512.03+$1.7KHGOYX
7$22,242$825.56$20,174$526.72+$2.1KHGOYX
8$24,656$857.39$22,127$540.84+$2.5KHGOYX
9$27,270$888.28$24,230$554.39+$3.0KHGOYX
10$30,097$918.19$26,493$567.37+$3.6KHGOYX

HGOYX vs SPHD: Complete Analysis 2026

HGOYXStock

The investment seeks capital appreciation. The fund invests primarily in a diversified portfolio of common stocks covering a broad range of industries, companies and market capitalizations that the sub-adviser believes exhibit long-term growth potential. It may invest up to 25% of its net assets in foreign issuers and non-dollar securities. The fund may trade securities actively.

Full HGOYX 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 →
📬

Get this HGOYX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

HGOYX vs SCHDHGOYX vs JEPIHGOYX vs OHGOYX vs KOHGOYX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.