HomeCompareHRCVX vs SPHD

HRCVX vs SPHD: Dividend Comparison 2026

HRCVX yields 19.80% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 HRCVX wins by $45.6K in total portfolio value
10 years
HRCVX
HRCVX
● Live price
19.80%
Share price
$19.05
Annual div
$3.77
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$72.1K
Annual income
$6,594.89
Full HRCVX 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 — HRCVX vs SPHD

📍 HRCVX 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 PeriodHRCVXSPHD
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, HRCVX + SPHD cover 0 of 12 monthsgood coverage

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

HRCVX
Annual income on $10K today (after 15% tax)
$1,682.83/yr
After 10yr DRIP, annual income (after tax)
$5,605.66/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, HRCVX beats the other by $5,120.03/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 HRCVX + SPHD for your $10,000?

HRCVX: 50%SPHD: 50%
100% SPHD50/50100% HRCVX
Portfolio after 10yr
$49.3K
Annual income
$3,583.11/yr
Blended yield
7.26%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HRCVX buys
0
SPHD buys
0
No recent congressional trades found for HRCVX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHRCVXSPHD
Forward yield19.80%4.33%
Annual dividend / share$3.77$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$72.1K$26.5K
Annual income after 10y$6,594.89$571.32
Total dividends collected$40.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHRCVX PortfolioHRCVX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,680$1,979.81$11,133$432.85+$1.5KHRCVX
2$15,914$2,346.13$12,363$450.36+$3.6KHRCVX
3$19,779$2,751.83$13,695$467.39+$6.1KHRCVX
4$24,360$3,196.55$15,138$483.90+$9.2KHRCVX
5$29,745$3,679.36$16,697$499.88+$13.0KHRCVX
6$36,026$4,198.72$18,382$515.31+$17.6KHRCVX
7$43,300$4,752.63$20,198$530.17+$23.1KHRCVX
8$51,670$5,338.60$22,157$544.46+$29.5KHRCVX
9$61,241$5,953.74$24,266$558.18+$37.0KHRCVX
10$72,122$6,594.89$26,536$571.32+$45.6KHRCVX

HRCVX vs SPHD: Complete Analysis 2026

HRCVXStock

The investment seeks long-term capital appreciation and, secondarily, seeks current income. The fund invests primarily in domestic equity securities (predominantly common stocks) that the portfolio managers believe are high-quality, financially strong companies that pay above-market dividends, have cash resources (i.e. free cash flow) and a history of raising dividends. It generally invests in mid- and large-capitalization companies that are diversified across different industries and sectors.

Full HRCVX 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.