HomeCompareFFTMX vs SPHD

FFTMX vs SPHD: Dividend Comparison 2026

FFTMX yields 7.24% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FFTMX wins by $5.8K in total portfolio value
10 years
FFTMX
FFTMX
● Live price
7.24%
Share price
$21.22
Annual div
$1.54
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.3K
Annual income
$1,146.93
Full FFTMX 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 — FFTMX vs SPHD

📍 FFTMX 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 PeriodFFTMXSPHD
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, FFTMX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FFTMX
Annual income on $10K today (after 15% tax)
$615.67/yr
After 10yr DRIP, annual income (after tax)
$974.89/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, FFTMX beats the other by $489.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FFTMX: 50%SPHD: 50%
100% SPHD50/50100% FFTMX
Portfolio after 10yr
$29.4K
Annual income
$859.12/yr
Blended yield
2.92%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FFTMX buys
0
SPHD buys
0
No recent congressional trades found for FFTMX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFFTMXSPHD
Forward yield7.24%4.33%
Annual dividend / share$1.54$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.3K$26.5K
Annual income after 10y$1,146.93$571.32
Total dividends collected$9.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFFTMX PortfolioFFTMX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,424$724.32$11,133$432.85+$291.00FFTMX
2$12,997$773.35$12,363$450.36+$634.00FFTMX
3$14,729$822.27$13,695$467.39+$1.0KFFTMX
4$16,631$870.89$15,138$483.90+$1.5KFFTMX
5$18,715$919.01$16,697$499.88+$2.0KFFTMX
6$20,991$966.48$18,382$515.31+$2.6KFFTMX
7$23,474$1,013.12$20,198$530.17+$3.3KFFTMX
8$26,176$1,058.82$22,157$544.46+$4.0KFFTMX
9$29,111$1,103.46$24,266$558.18+$4.8KFFTMX
10$32,296$1,146.93$26,536$571.32+$5.8KFFTMX

FFTMX vs SPHD: Complete Analysis 2026

FFTMXStock

The fund allocates its assets among three main asset classes: the stock class (equity securities of all types, including funds that invest in such securities), the bond class (fixed-income securities of all types maturing in more than one year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds, and funds that invest in such securities), and the short-term/money market class (fixed-income securities of all types maturing in one year or less).

Full FFTMX 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.