HomeCompareHSWFX vs SPHD

HSWFX vs SPHD: Dividend Comparison 2026

HSWFX yields 3.02% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $2.2K in total portfolio value
10 years
HSWFX
HSWFX
● Live price
3.02%
Share price
$20.28
Annual div
$0.61
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$367.42
Full HSWFX 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 — HSWFX 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 PeriodHSWFXSPHD
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, HSWFX + SPHD cover 0 of 12 monthsgood coverage

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

HSWFX
Annual income on $10K today (after 15% tax)
$257.02/yr
After 10yr DRIP, annual income (after tax)
$312.31/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 $169.96/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HSWFX: 50%SPHD: 50%
100% SPHD50/50100% HSWFX
Portfolio after 10yr
$25.4K
Annual income
$467.39/yr
Blended yield
1.84%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HSWFX buys
0
SPHD buys
0
No recent congressional trades found for HSWFX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHSWFXSPHD
Forward yield3.02%4.30%
Annual dividend / share$0.61$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.3K$26.5K
Annual income after 10y$367.42$567.37
Total dividends collected$3.4K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearHSWFX PortfolioHSWFX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,002$302.38$11,130$430.50$128.00SPHD
2$12,083$310.93$12,357$447.82$274.00SPHD
3$13,248$319.14$13,687$464.65$439.00SPHD
4$14,503$327.02$15,126$480.98$623.00SPHD
5$15,853$334.56$16,682$496.78$829.00SPHD
6$17,304$341.77$18,362$512.03$1.1KSPHD
7$18,864$348.66$20,174$526.72$1.3KSPHD
8$20,540$355.22$22,127$540.84$1.6KSPHD
9$22,339$361.48$24,230$554.39$1.9KSPHD
10$24,270$367.42$26,493$567.37$2.2KSPHD

HSWFX vs SPHD: Complete Analysis 2026

HSWFXStock

The fund normally invests at least 65% of its total assets in equity securities of companies located outside the United States and at least 80% of its assets in common and preferred stock and securities convertible into common stock, including derivative investments that provide exposure to such securities.

Full HSWFX 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.