HomeCompareFIDSX vs SPHD

FIDSX vs SPHD: Dividend Comparison 2026

FIDSX yields 6.09% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FIDSX wins by $3.4K in total portfolio value
10 years
FIDSX
FIDSX
● Live price
6.09%
Share price
$14.79
Annual div
$0.90
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.9K
Annual income
$898.11
Full FIDSX 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 — FIDSX vs SPHD

📍 FIDSX 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 PeriodFIDSXSPHD
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, FIDSX + SPHD cover 0 of 12 monthsgood coverage

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

FIDSX
Annual income on $10K today (after 15% tax)
$517.82/yr
After 10yr DRIP, annual income (after tax)
$763.39/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, FIDSX beats the other by $277.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FIDSX: 50%SPHD: 50%
100% SPHD50/50100% FIDSX
Portfolio after 10yr
$28.2K
Annual income
$734.72/yr
Blended yield
2.60%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FIDSX buys
0
SPHD buys
0
No recent congressional trades found for FIDSX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFIDSXSPHD
Forward yield6.09%4.33%
Annual dividend / share$0.90$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.9K$26.5K
Annual income after 10y$898.11$571.32
Total dividends collected$7.6K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFIDSX PortfolioFIDSX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,309$609.20$11,133$432.85+$176.00FIDSX
2$12,745$643.88$12,363$450.36+$382.00FIDSX
3$14,315$678.14$13,695$467.39+$620.00FIDSX
4$16,029$711.86$15,138$483.90+$891.00FIDSX
5$17,896$744.95$16,697$499.88+$1.2KFIDSX
6$19,926$777.30$18,382$515.31+$1.5KFIDSX
7$22,130$808.86$20,198$530.17+$1.9KFIDSX
8$24,518$839.54$22,157$544.46+$2.4KFIDSX
9$27,104$869.31$24,266$558.18+$2.8KFIDSX
10$29,899$898.11$26,536$571.32+$3.4KFIDSX

FIDSX vs SPHD: Complete Analysis 2026

FIDSXStock

The fund normally invests at least 80% of assets in securities of companies principally engaged in providing financial services to consumers and industry. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.

Full FIDSX 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.