HomeCompareFDTKX vs SPHD

FDTKX vs SPHD: Dividend Comparison 2026

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

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FDTKX wins by $5.0K in total portfolio value
10 years
FDTKX
FDTKX
● Live price
6.89%
Share price
$14.53
Annual div
$1.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.5K
Annual income
$1,067.24
Full FDTKX 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 — FDTKX vs SPHD

📍 FDTKX 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 PeriodFDTKXSPHD
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, FDTKX + SPHD cover 0 of 12 monthsgood coverage

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

FDTKX
Annual income on $10K today (after 15% tax)
$585.58/yr
After 10yr DRIP, annual income (after tax)
$907.15/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, FDTKX beats the other by $421.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FDTKX: 50%SPHD: 50%
100% SPHD50/50100% FDTKX
Portfolio after 10yr
$29.0K
Annual income
$819.28/yr
Blended yield
2.82%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FDTKX buys
0
SPHD buys
0
No recent congressional trades found for FDTKX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFDTKXSPHD
Forward yield6.89%4.33%
Annual dividend / share$1.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.5K$26.5K
Annual income after 10y$1,067.24$571.32
Total dividends collected$8.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFDTKX PortfolioFDTKX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,389$688.92$11,133$432.85+$256.00FDTKX
2$12,919$733.28$12,363$450.36+$556.00FDTKX
3$14,601$777.40$13,695$467.39+$906.00FDTKX
4$16,444$821.12$15,138$483.90+$1.3KFDTKX
5$18,460$864.27$16,697$499.88+$1.8KFDTKX
6$20,659$906.72$18,382$515.31+$2.3KFDTKX
7$23,053$948.35$20,198$530.17+$2.9KFDTKX
8$25,656$989.04$22,157$544.46+$3.5KFDTKX
9$28,480$1,028.69$24,266$558.18+$4.2KFDTKX
10$31,541$1,067.24$26,536$571.32+$5.0KFDTKX

FDTKX vs SPHD: Complete Analysis 2026

FDTKXStock

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 2025.

Full FDTKX 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.