HomeCompareFHARX vs SPHD

FHARX vs SPHD: Dividend Comparison 2026

FHARX yields 2.90% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $2.5K in total portfolio value
10 years
FHARX
FHARX
● Live price
2.90%
Share price
$14.09
Annual div
$0.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.1K
Annual income
$350.00
Full FHARX 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 — FHARX vs SPHD

📍 SPHD 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 PeriodFHARXSPHD
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, FHARX + SPHD cover 0 of 12 monthsgood coverage

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

FHARX
Annual income on $10K today (after 15% tax)
$246.74/yr
After 10yr DRIP, annual income (after tax)
$297.50/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, SPHD beats the other by $188.12/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FHARX: 50%SPHD: 50%
100% SPHD50/50100% FHARX
Portfolio after 10yr
$25.3K
Annual income
$460.66/yr
Blended yield
1.82%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FHARX buys
0
SPHD buys
0
No recent congressional trades found for FHARX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFHARXSPHD
Forward yield2.90%4.33%
Annual dividend / share$0.41$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.1K$26.5K
Annual income after 10y$350.00$571.32
Total dividends collected$3.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFHARX PortfolioFHARX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,990$290.28$11,133$432.85$143.00SPHD
2$12,058$298.15$12,363$450.36$305.00SPHD
3$13,208$305.71$13,695$467.39$487.00SPHD
4$14,445$312.95$15,138$483.90$693.00SPHD
5$15,776$319.89$16,697$499.88$921.00SPHD
6$17,207$326.51$18,382$515.31$1.2KSPHD
7$18,744$332.82$20,198$530.17$1.5KSPHD
8$20,395$338.84$22,157$544.46$1.8KSPHD
9$22,167$344.56$24,266$558.18$2.1KSPHD
10$24,069$350.00$26,536$571.32$2.5KSPHD

FHARX vs SPHD: Complete Analysis 2026

FHARXStock

The investment seeks high total return until its target retirement date; thereafter the fund's objective will be to seek high current income and, as a secondary objective, capital appreciation. The fund invests primarily in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity® funds). The adviser allocates assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom® Blend Income Fund, approximately 10 to 19 years after the year 2040.

Full FHARX 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.