HomeCompareHLMNX vs SPHD

HLMNX vs SPHD: Dividend Comparison 2026

HLMNX yields 14.39% · SPHD yields 4.00%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HLMNX wins by $23.4K in total portfolio value
10 years
HLMNX
HLMNX
● Live price
14.39%
Share price
$27.25
Annual div
$3.92
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$51.4K
Annual income
$3,506.19
Full HLMNX calculator →
SPHD
SPHD
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full SPHD calculator →

Portfolio growth — HLMNX vs SPHD

📍 HLMNX 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 PeriodHLMNXSPHD
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, HLMNX + SPHD cover 0 of 12 monthsgood coverage

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

HLMNX
Annual income on $10K today (after 15% tax)
$1,223.11/yr
After 10yr DRIP, annual income (after tax)
$2,980.26/yr
SPHD
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
At 15% tax rate, HLMNX beats the other by $2,215.95/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HLMNX: 50%SPHD: 50%
100% SPHD50/50100% HLMNX
Portfolio after 10yr
$39.7K
Annual income
$2,202.69/yr
Blended yield
5.54%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HLMNX buys
0
SPHD buys
0
No recent congressional trades found for HLMNX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHLMNXSPHD
Forward yield14.39%4.00%
Annual dividend / share$3.92$2.00
Payout ratio50%50%
1-year div growth0%5%
5-year div CAGR0%5%
Portfolio after 10y$51.4K$28.0K
Annual income after 10y$3,506.19$899.19
Total dividends collected$24.3K$6.4K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHLMNX PortfolioHLMNX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,139$1,438.95$11,120$420.00+$1.0KHLMNX
2$14,621$1,632.46$12,357$458.31+$2.3KHLMNX
3$17,482$1,837.64$13,721$499.76+$3.8KHLMNX
4$20,760$2,053.49$15,227$544.58+$5.5KHLMNX
5$24,492$2,278.91$16,885$593.02+$7.6KHLMNX
6$28,719$2,512.72$18,713$645.34+$10.0KHLMNX
7$33,483$2,753.65$20,724$701.81+$12.8KHLMNX
8$38,827$3,000.40$22,938$762.73+$15.9KHLMNX
9$44,796$3,251.68$25,372$828.41+$19.4KHLMNX
10$51,438$3,506.19$28,047$899.19+$23.4KHLMNX

HLMNX vs SPHD: Complete Analysis 2026

HLMNXStock

The fund invests in companies based in developed markets outside the U.S. as well as in companies in emerging and frontier markets. It normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks, preferred stocks, rights and warrants issued by companies that are based outside the United States, securities convertible into such securities (including Depositary Receipts), and investment companies that invest in the types of securities in which the Portfolio would normally invest. The fund normally holds investments across at least 15 countries.

Full HLMNX Calculator →

SPHDETF

SPHD is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SPHD shares.

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.