HomeCompareFGBFX vs SPHD

FGBFX vs SPHD: Dividend Comparison 2026

FGBFX yields 103.08% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 FGBFX wins by $4.39M in total portfolio value
10 years
FGBFX
FGBFX
● Live price
103.08%
Share price
$8.27
Annual div
$8.52
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$4.41M
Annual income
$1,517,845.36
Full FGBFX calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — FGBFX vs SPHD

📍 FGBFX 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 PeriodFGBFXSPHD
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, FGBFX + SPHD cover 0 of 12 monthsgood coverage

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

FGBFX
Annual income on $10K today (after 15% tax)
$8,761.58/yr
After 10yr DRIP, annual income (after tax)
$1,290,168.56/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, FGBFX beats the other by $1,289,686.29/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FGBFX: 50%SPHD: 50%
100% SPHD50/50100% FGBFX
Portfolio after 10yr
$2.22M
Annual income
$759,206.36/yr
Blended yield
34.19%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FGBFX buys
0
SPHD buys
0
No recent congressional trades found for FGBFX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFGBFXSPHD
Forward yield103.08%4.30%
Annual dividend / share$8.52$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$4.41M$26.5K
Annual income after 10y$1,517,845.36$567.37
Total dividends collected$3.95M$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFGBFX PortfolioFGBFX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$21,008$10,307.74$11,130$430.50+$9.9KFGBFX
2$42,716$20,237.60$12,357$447.82+$30.4KFGBFX
3$84,164$38,457.87$13,687$464.65+$70.5KFGBFX
4$160,872$70,817.03$15,126$480.98+$145.7KFGBFX
5$298,639$126,505.59$16,682$496.78+$282.0KFGBFX
6$539,022$219,478.02$18,362$512.03+$520.7KFGBFX
7$946,979$370,226.10$20,174$526.72+$926.8KFGBFX
8$1,621,147$607,879.48$22,127$540.84+$1.60MFGBFX
9$2,707,186$972,558.41$24,230$554.39+$2.68MFGBFX
10$4,414,535$1,517,845.36$26,493$567.37+$4.39MFGBFX

FGBFX vs SPHD: Complete Analysis 2026

FGBFXStock

The investment seeks a high level of current income. The fund invests in securities issued throughout the world, including securities of issuers located in emerging markets. It normally invests at least 80% of the fund's assets in debt securities of all types and repurchase agreements for those securities. The fund normally invests primarily in investment-grade debt securities.

Full FGBFX 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.