HomeCompareFCHPX vs SPHD

FCHPX vs SPHD: Dividend Comparison 2026

FCHPX yields 19.82% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FCHPX wins by $45.7K in total portfolio value
10 years
FCHPX
FCHPX
● Live price
19.82%
Share price
$10.09
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$72.2K
Annual income
$6,611.57
Full FCHPX 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 — FCHPX vs SPHD

📍 FCHPX 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 PeriodFCHPXSPHD
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, FCHPX + SPHD cover 0 of 12 monthsgood coverage

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

FCHPX
Annual income on $10K today (after 15% tax)
$1,684.84/yr
After 10yr DRIP, annual income (after tax)
$5,619.83/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, FCHPX beats the other by $5,137.57/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FCHPX: 50%SPHD: 50%
100% SPHD50/50100% FCHPX
Portfolio after 10yr
$49.4K
Annual income
$3,589.47/yr
Blended yield
7.27%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FCHPX buys
0
SPHD buys
0
No recent congressional trades found for FCHPX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFCHPXSPHD
Forward yield19.82%4.30%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$72.2K$26.5K
Annual income after 10y$6,611.57$567.37
Total dividends collected$40.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFCHPX PortfolioFCHPX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,682$1,982.16$11,130$430.50+$1.6KFCHPX
2$15,919$2,349.35$12,357$447.82+$3.6KFCHPX
3$19,790$2,756.10$13,687$464.65+$6.1KFCHPX
4$24,377$3,202.04$15,126$480.98+$9.3KFCHPX
5$29,770$3,686.25$16,682$496.78+$13.1KFCHPX
6$36,061$4,207.21$18,362$512.03+$17.7KFCHPX
7$43,348$4,762.89$20,174$526.72+$23.2KFCHPX
8$51,733$5,350.82$22,127$540.84+$29.6KFCHPX
9$61,323$5,968.11$24,230$554.39+$37.1KFCHPX
10$72,227$6,611.57$26,493$567.37+$45.7KFCHPX

FCHPX vs SPHD: Complete Analysis 2026

FCHPXStock

The fund normally invests at least 80% of its assets in investment-grade municipal securities whose interest is exempt from federal income tax (but may be subject to the federal alternative minimum tax). It potentially invests more than 25% of total assets in municipal securities that finance similar types of projects. The fund liquidates shortly after the fund's target end-date of June 30, 2023.

Full FCHPX 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.