HomeCompareFEQTX vs SPHD

FEQTX vs SPHD: Dividend Comparison 2026

FEQTX yields 7.76% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FEQTX wins by $6.9K in total portfolio value
10 years
FEQTX
FEQTX
● Live price
7.76%
Share price
$29.89
Annual div
$2.32
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.4K
Annual income
$1,267.40
Full FEQTX 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 — FEQTX vs SPHD

📍 FEQTX 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 PeriodFEQTXSPHD
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, FEQTX + SPHD cover 0 of 12 monthsgood coverage

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

FEQTX
Annual income on $10K today (after 15% tax)
$659.18/yr
After 10yr DRIP, annual income (after tax)
$1,077.29/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, FEQTX beats the other by $591.67/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FEQTX: 50%SPHD: 50%
100% SPHD50/50100% FEQTX
Portfolio after 10yr
$30.0K
Annual income
$919.36/yr
Blended yield
3.07%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FEQTX buys
0
SPHD buys
0
No recent congressional trades found for FEQTX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFEQTXSPHD
Forward yield7.76%4.33%
Annual dividend / share$2.32$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.4K$26.5K
Annual income after 10y$1,267.40$571.32
Total dividends collected$10.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFEQTX PortfolioFEQTX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,476$775.51$11,133$432.85+$343.00FEQTX
2$13,111$831.72$12,363$450.36+$748.00FEQTX
3$14,916$888.05$13,695$467.39+$1.2KFEQTX
4$16,905$944.27$15,138$483.90+$1.8KFEQTX
5$19,088$1,000.14$16,697$499.88+$2.4KFEQTX
6$21,480$1,055.44$18,382$515.31+$3.1KFEQTX
7$24,093$1,109.98$20,198$530.17+$3.9KFEQTX
8$26,943$1,163.59$22,157$544.46+$4.8KFEQTX
9$30,046$1,216.11$24,266$558.18+$5.8KFEQTX
10$33,416$1,267.40$26,536$571.32+$6.9KFEQTX

FEQTX vs SPHD: Complete Analysis 2026

FEQTXStock

The fund normally invests at least 80% of assets in equity securities. It normally invests primarily in income-producing equity securities that pay current dividends and show potential for capital appreciation, which tends to lead to investments in large cap "value" stocks.

Full FEQTX 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.