Home › Compare › HRTVX vs SPHD
HRTVX yields 8.86% · SPHD yields 4.30%● Live data
📍 HRTVX pulled ahead of the other in Year 1
Combined, HRTVX + SPHD cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of HRTVX + SPHD for your $10,000?
The fund invests primarily in common stocks of small companies with market capitalizations less than the largest companies in the Russell 2000 ® Value Index, and may invest a significant portion of its assets in micro-capitalization securities, generally those with market capitalizations of less than $500 million at the time of purchase.
Full HRTVX Calculator →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 →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.