HomeCompareFIDLX vs SPHD

FIDLX vs SPHD: Dividend Comparison 2026

FIDLX yields 5.87% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FIDLX wins by $3.0K in total portfolio value
10 years
FIDLX
FIDLX
● Live price
5.87%
Share price
$58.01
Annual div
$3.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.5K
Annual income
$853.77
Full FIDLX 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 — FIDLX vs SPHD

📍 FIDLX 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 PeriodFIDLXSPHD
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, FIDLX + SPHD cover 0 of 12 monthsgood coverage

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

FIDLX
Annual income on $10K today (after 15% tax)
$499.07/yr
After 10yr DRIP, annual income (after tax)
$725.70/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, FIDLX beats the other by $243.44/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FIDLX: 50%SPHD: 50%
100% SPHD50/50100% FIDLX
Portfolio after 10yr
$28.0K
Annual income
$710.57/yr
Blended yield
2.54%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FIDLX buys
0
SPHD buys
0
No recent congressional trades found for FIDLX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFIDLXSPHD
Forward yield5.87%4.30%
Annual dividend / share$3.41$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.5K$26.5K
Annual income after 10y$853.77$567.37
Total dividends collected$7.2K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFIDLX PortfolioFIDLX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,287$587.14$11,130$430.50+$157.00FIDLX
2$12,697$619.36$12,357$447.82+$340.00FIDLX
3$14,236$651.12$13,687$464.65+$549.00FIDLX
4$15,915$682.33$15,126$480.98+$789.00FIDLX
5$17,742$712.89$16,682$496.78+$1.1KFIDLX
6$19,727$742.73$18,362$512.03+$1.4KFIDLX
7$21,880$771.79$20,174$526.72+$1.7KFIDLX
8$24,211$800.01$22,127$540.84+$2.1KFIDLX
9$26,733$827.35$24,230$554.39+$2.5KFIDLX
10$29,459$853.77$26,493$567.37+$3.0KFIDLX

FIDLX vs SPHD: Complete Analysis 2026

FIDLXStock

The fund normally invests at least 80% of its assets in securities of companies with large market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 1000 ® Index or the S&P 500 ® Index). The fund invests in domestic and foreign issuers. It invests in either growth stocks or value stocks or both.

Full FIDLX 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.