HomeCompareFGTKX vs SPHD

FGTKX vs SPHD: Dividend Comparison 2026

FGTKX yields 5.76% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FGTKX wins by $2.7K in total portfolio value
10 years
FGTKX
FGTKX
● Live price
5.76%
Share price
$19.40
Annual div
$1.12
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.2K
Annual income
$831.32
Full FGTKX 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 — FGTKX vs SPHD

📍 FGTKX 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 PeriodFGTKXSPHD
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, FGTKX + SPHD cover 0 of 12 monthsgood coverage

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

FGTKX
Annual income on $10K today (after 15% tax)
$489.41/yr
After 10yr DRIP, annual income (after tax)
$706.62/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, FGTKX beats the other by $224.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FGTKX: 50%SPHD: 50%
100% SPHD50/50100% FGTKX
Portfolio after 10yr
$27.9K
Annual income
$699.34/yr
Blended yield
2.51%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FGTKX buys
0
SPHD buys
0
No recent congressional trades found for FGTKX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFGTKXSPHD
Forward yield5.76%4.30%
Annual dividend / share$1.12$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.2K$26.5K
Annual income after 10y$831.32$567.37
Total dividends collected$7.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFGTKX PortfolioFGTKX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,276$575.77$11,130$430.50+$146.00FGTKX
2$12,672$606.76$12,357$447.82+$315.00FGTKX
3$14,196$637.27$13,687$464.65+$509.00FGTKX
4$15,857$667.22$15,126$480.98+$731.00FGTKX
5$17,664$696.53$16,682$496.78+$982.00FGTKX
6$19,625$725.12$18,362$512.03+$1.3KFGTKX
7$21,752$752.94$20,174$526.72+$1.6KFGTKX
8$24,054$779.94$22,127$540.84+$1.9KFGTKX
9$26,544$806.08$24,230$554.39+$2.3KFGTKX
10$29,234$831.32$26,493$567.37+$2.7KFGTKX

FGTKX vs SPHD: Complete Analysis 2026

FGTKXStock

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 2030.

Full FGTKX 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.