HomeCompareHRVIX vs SPHD

HRVIX vs SPHD: Dividend Comparison 2026

HRVIX yields 0.59% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $6.0K in total portfolio value
10 years
HRVIX
HRVIX
● Live price
0.59%
Share price
$37.77
Annual div
$0.22
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.5K
Annual income
$61.47
Full HRVIX 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 — HRVIX vs SPHD

📍 SPHD 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 PeriodHRVIXSPHD
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, HRVIX + SPHD cover 0 of 12 monthsgood coverage

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

HRVIX
Annual income on $10K today (after 15% tax)
$50.28/yr
After 10yr DRIP, annual income (after tax)
$52.25/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, SPHD beats the other by $430.02/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HRVIX: 50%SPHD: 50%
100% SPHD50/50100% HRVIX
Portfolio after 10yr
$23.5K
Annual income
$314.42/yr
Blended yield
1.34%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HRVIX buys
0
SPHD buys
0
No recent congressional trades found for HRVIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHRVIXSPHD
Forward yield0.59%4.30%
Annual dividend / share$0.22$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.5K$26.5K
Annual income after 10y$61.47$567.37
Total dividends collected$604.00$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHRVIX PortfolioHRVIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,759$59.16$11,130$430.50$371.00SPHD
2$11,572$59.48$12,357$447.82$785.00SPHD
3$12,442$59.79$13,687$464.65$1.2KSPHD
4$13,373$60.08$15,126$480.98$1.8KSPHD
5$14,369$60.35$16,682$496.78$2.3KSPHD
6$15,435$60.60$18,362$512.03$2.9KSPHD
7$16,577$60.84$20,174$526.72$3.6KSPHD
8$17,798$61.07$22,127$540.84$4.3KSPHD
9$19,105$61.28$24,230$554.39$5.1KSPHD
10$20,504$61.47$26,493$567.37$6.0KSPHD

HRVIX vs SPHD: Complete Analysis 2026

HRVIXStock

The fund invests primarily in a concentrated number (generally 40 to 70) of small-capitalization common stocks selected on a value basis. A majority of its assets are generally invested in dividend-paying common stocks. It primarily invests in companies with market capitalizations consistent with the capitalization range of the Russell 2000® Value Index.

Full HRVIX 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.