HomeCompareFAATX vs SPHD

FAATX vs SPHD: Dividend Comparison 2026

FAATX yields 6.89% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FAATX wins by $5.0K in total portfolio value
10 years
FAATX
FAATX
● Live price
6.89%
Share price
$12.14
Annual div
$0.84
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.6K
Annual income
$1,068.43
Full FAATX 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 — FAATX vs SPHD

📍 FAATX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodFAATXSPHD
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%.
📅

Dividend Calendar Overlap

Combined, FAATX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
FAATX pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

FAATX
Annual income on $10K today (after 15% tax)
$586.04/yr
After 10yr DRIP, annual income (after tax)
$908.17/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, FAATX beats the other by $422.54/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FAATX: 50%SPHD: 50%
100% SPHD50/50100% FAATX
Portfolio after 10yr
$29.0K
Annual income
$819.87/yr
Blended yield
2.82%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FAATX buys
0
SPHD buys
0
No recent congressional trades found for FAATX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFAATXSPHD
Forward yield6.89%4.33%
Annual dividend / share$0.84$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.6K$26.5K
Annual income after 10y$1,068.43$571.32
Total dividends collected$8.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFAATX PortfolioFAATX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,389$689.46$11,133$432.85+$256.00FAATX
2$12,921$733.88$12,363$450.36+$558.00FAATX
3$14,603$778.08$13,695$467.39+$908.00FAATX
4$16,447$821.87$15,138$483.90+$1.3KFAATX
5$18,464$865.09$16,697$499.88+$1.8KFAATX
6$20,664$907.62$18,382$515.31+$2.3KFAATX
7$23,059$949.32$20,198$530.17+$2.9KFAATX
8$25,664$990.08$22,157$544.46+$3.5KFAATX
9$28,490$1,029.81$24,266$558.18+$4.2KFAATX
10$31,553$1,068.43$26,536$571.32+$5.0KFAATX

FAATX vs SPHD: Complete Analysis 2026

FAATXStock

The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives.

Full FAATX 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 →
📬

Get this FAATX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FAATX vs SCHDFAATX vs JEPIFAATX vs OFAATX vs KOFAATX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.