HomeCompareFDEEX vs SPHD

FDEEX vs SPHD: Dividend Comparison 2026

FDEEX yields 4.01% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $572.00 in total portfolio value
10 years
FDEEX
FDEEX
● Live price
4.01%
Share price
$18.16
Annual div
$0.73
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.0K
Annual income
$518.54
Full FDEEX 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 — FDEEX 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 PeriodFDEEXSPHD
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, FDEEX + SPHD cover 0 of 12 monthsgood coverage

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

FDEEX
Annual income on $10K today (after 15% tax)
$340.75/yr
After 10yr DRIP, annual income (after tax)
$440.76/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 $44.86/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FDEEX: 50%SPHD: 50%
100% SPHD50/50100% FDEEX
Portfolio after 10yr
$26.3K
Annual income
$544.93/yr
Blended yield
2.08%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FDEEX buys
0
SPHD buys
0
No recent congressional trades found for FDEEX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFDEEXSPHD
Forward yield4.01%4.33%
Annual dividend / share$0.73$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.0K$26.5K
Annual income after 10y$518.54$571.32
Total dividends collected$4.6K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFDEEX PortfolioFDEEX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,101$400.88$11,133$432.85$32.00SPHD
2$12,294$415.90$12,363$450.36$69.00SPHD
3$13,585$430.46$13,695$467.39$110.00SPHD
4$14,980$444.55$15,138$483.90$158.00SPHD
5$16,487$458.14$16,697$499.88$210.00SPHD
6$18,112$471.24$18,382$515.31$270.00SPHD
7$19,864$483.83$20,198$530.17$334.00SPHD
8$21,751$495.91$22,157$544.46$406.00SPHD
9$23,781$507.48$24,266$558.18$485.00SPHD
10$25,964$518.54$26,536$571.32$572.00SPHD

FDEEX vs SPHD: Complete Analysis 2026

FDEEXStock

The fund invests in a combination of Fidelity® domestic equity funds, international equity funds (developed and emerging markets), bond funds, and short-term funds. It uses an asset allocation strategy that becomes increasingly conservative until it reaches an allocation similar to that of the Fidelity Freedom® Income Fund (approximately 17% in domestic equity funds, 7% in international equity funds, 46% in bond funds, and 30% in short-term funds (approximately 10 to 19 years after the year 2055)).

Full FDEEX 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.