Is FATKX or SPHD a better dividend investment in 2026?

FATKX currently yields 7.69% with a 5% 5-year dividend growth rate. SPHD yields 4.00% with 5% growth. The better choice depends on your goal: FATKX offers higher current income.

What is the dividend yield difference between FATKX and SPHD?

FATKX has a forward dividend yield of 7.69% ($1.17/share annually). SPHD yields 4.00% ($2.00/share annually). The yield gap is 3.69 percentage points.

Home › Compare › FATKX vs SPHD

FATKX vs SPHD: Dividend Comparison 2026

FATKX yields 7.69% · SPHD yields 4.00%● Live data

vsPost on X →

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

🏆 FATKX wins by $5.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

FATKX

● Live price

7.69%

Share price

$15.26

Annual div

$1.17

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$33.3K

Annual income

$1,250.96

Full FATKX calculator →

SPHD

● 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 SPHD calculator →

Portfolio growth — FATKX vs SPHD

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

Jan

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Feb

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Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

FATKX 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.

FATKX

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

$653.37/yr

After 10yr DRIP, annual income (after tax)

$1,063.32/yr

SPHD

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, FATKX beats the other by $299.00/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

FATKX: 50%SPHD: 50%

100% SPHD50/50100% FATKX

Portfolio after 10yr

$30.7K

Annual income

$1,075.08/yr

Blended yield

3.51%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FATKX buys

SPHD buys

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

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

MetricFATKXSPHD

Forward yield	7.69% ✓	4.00%
Annual dividend / share	$1.17	$2.00 ✓
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$33.3K ✓	$28.0K
Annual income after 10y	$1,250.96 ✓	$899.19
Total dividends collected	$10.1K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	FATKX Portfolio	FATKX Income/yr	SPHD Portfolio	SPHD Income/yr	Gap
1← crossover	$11,469	$768.68	$11,120	$420.00	+$349.00 → FATKX
2	$13,095	$823.90	$12,357	$458.31	+$738.00 → FATKX
3	$14,891	$879.21	$13,721	$499.76	+$1.2K → FATKX
4	$16,868	$934.38	$15,227	$544.58	+$1.6K → FATKX
5	$19,038	$989.17	$16,885	$593.02	+$2.2K → FATKX
6	$21,414	$1,043.39	$18,713	$645.34	+$2.7K → FATKX
7	$24,010	$1,096.83	$20,724	$701.81	+$3.3K → FATKX
8	$26,840	$1,149.33	$22,938	$762.73	+$3.9K → FATKX
9	$29,919	$1,200.75	$25,372	$828.41	+$4.5K → FATKX
10	$33,265	$1,250.96	$28,047	$899.19	+$5.2K → FATKX

FATKX vs SPHD: Complete Analysis 2026

FATKX — Stock

The fund invests in a combination of Fidelity ® U.S. equity funds, international equity funds, bond funds, and short-term funds. The adviser allocates its assets according to a neutral asset allocation strategy shown in the glide path below that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom ® Income Fund, approximately 10 to 19 years after the year 2020.

Full FATKX Calculator →

SPHD — ETF

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

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.