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HOOSX vs SPHD: Dividend Comparison 2026

HOOSX yields 13.84% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HOOSX wins by $23.2K in total portfolio value
10 years
HOOSX
HOOSX
● Live price
13.84%
Share price
$27.88
Annual div
$3.86
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.7K
Annual income
$3,264.73
Full HOOSX 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 — HOOSX vs SPHD

📍 HOOSX 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 PeriodHOOSXSPHD
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, HOOSX + SPHD cover 0 of 12 monthsgood coverage

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

HOOSX
Annual income on $10K today (after 15% tax)
$1,176.39/yr
After 10yr DRIP, annual income (after tax)
$2,775.02/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, HOOSX beats the other by $2,292.76/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HOOSX: 50%SPHD: 50%
100% SPHD50/50100% HOOSX
Portfolio after 10yr
$38.1K
Annual income
$1,916.05/yr
Blended yield
5.03%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HOOSX buys
0
SPHD buys
0
No recent congressional trades found for HOOSX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHOOSXSPHD
Forward yield13.84%4.30%
Annual dividend / share$3.86$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$49.7K$26.5K
Annual income after 10y$3,264.73$567.37
Total dividends collected$22.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHOOSX PortfolioHOOSX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,084$1,383.99$11,130$430.50+$954.00HOOSX
2$14,493$1,563.00$12,357$447.82+$2.1KHOOSX
3$17,259$1,751.94$13,687$464.65+$3.6KHOOSX
4$20,417$1,949.87$15,126$480.98+$5.3KHOOSX
5$24,002$2,155.74$16,682$496.78+$7.3KHOOSX
6$28,051$2,368.46$18,362$512.03+$9.7KHOOSX
7$32,601$2,586.88$20,174$526.72+$12.4KHOOSX
8$37,693$2,809.84$22,127$540.84+$15.6KHOOSX
9$43,368$3,036.17$24,230$554.39+$19.1KHOOSX
10$49,668$3,264.73$26,493$567.37+$23.2KHOOSX

HOOSX vs SPHD: Complete Analysis 2026

HOOSXStock

The investment seeks capital appreciation. Under normal circumstances, the fund invests primarily in equity securities of small capitalization companies, although it may also invest in micro-capitalization, mid-capitalization and large-capitalization companies. It normally invests at least 80% of its assets in securities of small capitalization companies located in the United States. The fund may invest in common and preferred stocks, as well as in over-the-counter securities.

Full HOOSX 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.