HomeCompareFISEX vs SPHD

FISEX vs SPHD: Dividend Comparison 2026

FISEX yields 10.15% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 FISEX wins by $12.6K in total portfolio value
10 years
FISEX
FISEX
● Live price
10.15%
Share price
$32.85
Annual div
$3.33
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.1K
Annual income
$1,919.57
Full FISEX 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 — FISEX vs SPHD

📍 FISEX 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 PeriodFISEXSPHD
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, FISEX + SPHD cover 0 of 12 monthsgood coverage

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

FISEX
Annual income on $10K today (after 15% tax)
$862.60/yr
After 10yr DRIP, annual income (after tax)
$1,631.63/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, FISEX beats the other by $1,146.01/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

FISEX: 50%SPHD: 50%
100% SPHD50/50100% FISEX
Portfolio after 10yr
$32.8K
Annual income
$1,245.44/yr
Blended yield
3.79%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FISEX buys
0
SPHD buys
0
No recent congressional trades found for FISEX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFISEXSPHD
Forward yield10.15%4.33%
Annual dividend / share$3.33$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$39.1K$26.5K
Annual income after 10y$1,919.57$571.32
Total dividends collected$14.6K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFISEX PortfolioFISEX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,715$1,014.82$11,133$432.85+$582.00FISEX
2$13,646$1,111.07$12,363$450.36+$1.3KFISEX
3$15,811$1,209.56$13,695$467.39+$2.1KFISEX
4$18,227$1,309.76$15,138$483.90+$3.1KFISEX
5$20,914$1,411.16$16,697$499.88+$4.2KFISEX
6$23,892$1,513.27$18,382$515.31+$5.5KFISEX
7$27,180$1,615.60$20,198$530.17+$7.0KFISEX
8$30,800$1,717.70$22,157$544.46+$8.6KFISEX
9$34,775$1,819.15$24,266$558.18+$10.5KFISEX
10$39,129$1,919.57$26,536$571.32+$12.6KFISEX

FISEX vs SPHD: Complete Analysis 2026

FISEXStock

The fund normally invests at least 80% of its net assets in equity securities, including securities convertible into common stocks. It generally invests predominantly in common stocks, and the remainder of its assets in other equity-related instruments such as convertible securities and equity-linked notes (ELNs). The fund may invest in foreign securities, but does not currently anticipate investing more than 15% of its total assets in securities of issuers domiciled outside the United States.

Full FISEX 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.