HomeCompareFCTKX vs SPHD

FCTKX vs SPHD: Dividend Comparison 2026

FCTKX yields 4.20% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $229.00 in total portfolio value
10 years
FCTKX
FCTKX
● Live price
4.20%
Share price
$18.09
Annual div
$0.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.3K
Annual income
$550.08
Full FCTKX 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 — FCTKX 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 PeriodFCTKXSPHD
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, FCTKX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FCTKX
Annual income on $10K today (after 15% tax)
$357.10/yr
After 10yr DRIP, annual income (after tax)
$467.57/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, SPHD beats the other by $18.05/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FCTKX: 50%SPHD: 50%
100% SPHD50/50100% FCTKX
Portfolio after 10yr
$26.4K
Annual income
$560.70/yr
Blended yield
2.12%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FCTKX buys
0
SPHD buys
0
No recent congressional trades found for FCTKX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFCTKXSPHD
Forward yield4.20%4.33%
Annual dividend / share$0.76$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.3K$26.5K
Annual income after 10y$550.08$571.32
Total dividends collected$4.9K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFCTKX PortfolioFCTKX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,120$420.12$11,133$432.85$13.00SPHD
2$12,335$436.62$12,363$450.36$28.00SPHD
3$13,651$452.64$13,695$467.39$44.00SPHD
4$15,075$468.16$15,138$483.90$63.00SPHD
5$16,613$483.17$16,697$499.88$84.00SPHD
6$18,274$497.64$18,382$515.31$108.00SPHD
7$20,065$511.57$20,198$530.17$133.00SPHD
8$21,994$524.96$22,157$544.46$163.00SPHD
9$24,072$537.79$24,266$558.18$194.00SPHD
10$26,307$550.08$26,536$571.32$229.00SPHD

FCTKX vs SPHD: Complete Analysis 2026

FCTKXStock

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 2055.

Full FCTKX 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.