HomeCompareFHBZX vs SPHD

FHBZX vs SPHD: Dividend Comparison 2026

FHBZX yields 3.22% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $1.9K in total portfolio value
10 years
FHBZX
FHBZX
● Live price
3.22%
Share price
$10.40
Annual div
$0.34
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.6K
Annual income
$396.35
Full FHBZX 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 — FHBZX 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 PeriodFHBZXSPHD
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, FHBZX + SPHD cover 0 of 12 monthsgood coverage

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

FHBZX
Annual income on $10K today (after 15% tax)
$273.80/yr
After 10yr DRIP, annual income (after tax)
$336.90/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, SPHD beats the other by $145.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FHBZX: 50%SPHD: 50%
100% SPHD50/50100% FHBZX
Portfolio after 10yr
$25.5K
Annual income
$481.85/yr
Blended yield
1.89%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FHBZX buys
0
SPHD buys
0
No recent congressional trades found for FHBZX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFHBZXSPHD
Forward yield3.22%4.30%
Annual dividend / share$0.34$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.6K$26.5K
Annual income after 10y$396.35$567.37
Total dividends collected$3.6K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFHBZX PortfolioFHBZX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,022$322.12$11,130$430.50$108.00SPHD
2$12,125$331.81$12,357$447.82$232.00SPHD
3$13,315$341.15$13,687$464.65$372.00SPHD
4$14,598$350.12$15,126$480.98$528.00SPHD
5$15,978$358.72$16,682$496.78$704.00SPHD
6$17,464$366.96$18,362$512.03$898.00SPHD
7$19,061$374.84$20,174$526.72$1.1KSPHD
8$20,777$382.36$22,127$540.84$1.4KSPHD
9$22,621$389.52$24,230$554.39$1.6KSPHD
10$24,601$396.35$26,493$567.37$1.9KSPHD

FHBZX vs SPHD: Complete Analysis 2026

FHBZXStock

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), some of which are actively managed and others of which are passively managed, meaning they seek to provide investment results that correspond to the total return of a specific index.

Full FHBZX 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.