HomeCompareHIMFX vs SPHD

HIMFX vs SPHD: Dividend Comparison 2026

HIMFX yields 4.42% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HIMFX wins by $169.00 in total portfolio value
10 years
HIMFX
HIMFX
● Live price
4.42%
Share price
$15.15
Annual div
$0.67
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.7K
Annual income
$587.09
Full HIMFX 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 — HIMFX vs SPHD

📍 HIMFX 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 PeriodHIMFXSPHD
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, HIMFX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HIMFX
Annual income on $10K today (after 15% tax)
$375.86/yr
After 10yr DRIP, annual income (after tax)
$499.03/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, HIMFX beats the other by $13.40/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HIMFX: 50%SPHD: 50%
100% SPHD50/50100% HIMFX
Portfolio after 10yr
$26.6K
Annual income
$579.20/yr
Blended yield
2.18%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HIMFX buys
0
SPHD buys
0
No recent congressional trades found for HIMFX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHIMFXSPHD
Forward yield4.42%4.33%
Annual dividend / share$0.67$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.7K$26.5K
Annual income after 10y$587.09$571.32
Total dividends collected$5.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHIMFX PortfolioHIMFX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,142$442.18$11,133$432.85+$9.00HIMFX
2$12,383$460.46$12,363$450.36+$20.00HIMFX
3$13,728$478.24$13,695$467.39+$33.00HIMFX
4$15,184$495.50$15,138$483.90+$46.00HIMFX
5$16,759$512.22$16,697$499.88+$62.00HIMFX
6$18,461$528.37$18,382$515.31+$79.00HIMFX
7$20,297$543.94$20,198$530.17+$99.00HIMFX
8$22,277$558.92$22,157$544.46+$120.00HIMFX
9$24,409$573.30$24,266$558.18+$143.00HIMFX
10$26,705$587.09$26,536$571.32+$169.00HIMFX

HIMFX vs SPHD: Complete Analysis 2026

HIMFXStock

Under normal circumstances, the fund will invest at least 80% of its assets in, or derive at least 80% of its income from, securities that are exempt from regular federal income tax and may subject the investors to alternative minimum tax. It may invest, without limitation, in securities that may subject the investors to federal alternative minimum tax. The fund invests at least 50% of its portfolio in debt securities rated BBB+ or below or Baa1 or below, or unrated but determined by the fund's investment adviser to be of equivalent quality.

Full HIMFX 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 HIMFX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

HIMFX vs SCHDHIMFX vs JEPIHIMFX vs OHIMFX vs KOHIMFX 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.