HomeCompareHNMVX vs SPHD

HNMVX vs SPHD: Dividend Comparison 2026

HNMVX yields 8.37% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HNMVX wins by $8.3K in total portfolio value
10 years
HNMVX
HNMVX
● Live price
8.37%
Share price
$28.78
Annual div
$2.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.8K
Annual income
$1,419.40
Full HNMVX 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 — HNMVX vs SPHD

📍 HNMVX 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 PeriodHNMVXSPHD
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, HNMVX + SPHD cover 0 of 12 monthsgood coverage

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

HNMVX
Annual income on $10K today (after 15% tax)
$711.06/yr
After 10yr DRIP, annual income (after tax)
$1,206.49/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, HNMVX beats the other by $724.23/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

HNMVX: 50%SPHD: 50%
100% SPHD50/50100% HNMVX
Portfolio after 10yr
$30.6K
Annual income
$993.38/yr
Blended yield
3.24%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HNMVX buys
0
SPHD buys
0
No recent congressional trades found for HNMVX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHNMVXSPHD
Forward yield8.37%4.30%
Annual dividend / share$2.41$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.8K$26.5K
Annual income after 10y$1,419.40$567.37
Total dividends collected$11.3K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHNMVX PortfolioHNMVX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,537$836.54$11,130$430.50+$407.00HNMVX
2$13,246$901.94$12,357$447.82+$889.00HNMVX
3$15,141$967.84$13,687$464.65+$1.5KHNMVX
4$17,235$1,033.93$15,126$480.98+$2.1KHNMVX
5$19,541$1,099.92$16,682$496.78+$2.9KHNMVX
6$22,075$1,165.52$18,362$512.03+$3.7KHNMVX
7$24,850$1,230.49$20,174$526.72+$4.7KHNMVX
8$27,885$1,294.59$22,127$540.84+$5.8KHNMVX
9$31,194$1,357.62$24,230$554.39+$7.0KHNMVX
10$34,797$1,419.40$26,493$567.37+$8.3KHNMVX

HNMVX vs SPHD: Complete Analysis 2026

HNMVXStock

The investment seeks long-term total return. The fund invests primarily in equity securities, principally common stocks, of mid cap companies. Under normal market conditions, it invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of mid cap companies. The Subadviser's active investment strategy uses a quantitative investment model to evaluate and recommend investment decisions for the fund in a bottom-up, contrarian value approach.

Full HNMVX 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.