Is SPHD or HES a better dividend investment in 2026?

SPHD currently yields 4.33% with a 5% 5-year dividend growth rate. HES yields 4.00% with 5% growth. The better choice depends on your goal: SPHD offers higher current income.

What is the dividend yield difference between SPHD and HES?

SPHD has a forward dividend yield of 4.33% ($2.14/share annually). HES yields 4.00% ($2.00/share annually). The yield gap is 0.33 percentage points.

Home › Compare › SPHD vs HES

SPHD vs HES: Dividend Comparison 2026

SPHD yields 4.33% · HES yields 4.00%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 HES wins by $1.5K in total portfolio value· pulled ahead in Year 3

INVESTMENT

TIME HORIZON10 years

SPHD

● Live price

4.33%

Share price

$49.34

Annual div

$2.14

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.5K

Annual income

$571.32

Full SPHD calculator →

HES

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full HES calculator →

Portfolio growth — SPHD vs HES

📍 HES pulled ahead of the other in Year 3

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 Period	SPHD	HES
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, SPHD + HES cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SPHD pays

HES pays

Both pay

Neither

💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SPHD

Annual income on $10K today (after 15% tax)

$367.92/yr

After 10yr DRIP, annual income (after tax)

$485.62/yr

HES

Annual income on $10K today (after 15% tax)

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, HES beats the other by $278.69/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SPHD: 50%HES: 50%

100% HES50/50100% SPHD

Portfolio after 10yr

$27.3K

Annual income

$735.26/yr

Blended yield

2.69%

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Analyst Conviction Gap

Where Wall Street is most bullish on HES right now

SPHD

No analyst data

HES

Analyst Ratings

Buy

Hold

Consensus: Hold

Price Target

$148.19

+196.4% upside vs current

Range: $86.00 — $199.00

Altman Z

3.1

Piotroski

4/9

Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPHD buys

HES buys

No recent congressional trades found for SPHD or HES in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSPHDHES

Forward yield	4.33% ✓	4.00%
Annual dividend / share	$2.14 ✓	$2.00
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$26.5K	$28.0K ✓
Annual income after 10y	$571.32	$899.19 ✓
Total dividends collected	$5.1K	$6.4K ✓
Payment frequency	quarterly	quarterly
Sector	ETF	Stock

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

Year	SPHD Portfolio	SPHD Income/yr	HES Portfolio	HES Income/yr	Gap
1	$11,133	$432.85	$11,120	$420.00	+$13.00 → SPHD
2	$12,363	$450.36	$12,357	$458.31	+$6.00 → SPHD
3← crossover	$13,695	$467.39	$13,721	$499.76	$26.00 → HES
4	$15,138	$483.90	$15,227	$544.58	$89.00 → HES
5	$16,697	$499.88	$16,885	$593.02	$188.00 → HES
6	$18,382	$515.31	$18,713	$645.34	$331.00 → HES
7	$20,198	$530.17	$20,724	$701.81	$526.00 → HES
8	$22,157	$544.46	$22,938	$762.73	$781.00 → HES
9	$24,266	$558.18	$25,372	$828.41	$1.1K → HES
10	$26,536	$571.32	$28,047	$899.19	$1.5K → HES

SPHD vs HES: Complete Analysis 2026

SPHD — ETF

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 →

HES — Stock

HES is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in HES shares.

Full HES 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.