HomeCompareFKIFX vs SPHD

FKIFX vs SPHD: Dividend Comparison 2026

FKIFX yields 4.57% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FKIFX wins by $19.4K in total portfolio value
10 years
FKIFX
FKIFX
● Live price
4.57%
Share price
$13.39
Annual div
$0.61
5Y div CAGR
19.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.9K
Annual income
$5,601.44
Full FKIFX 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 — FKIFX vs SPHD

📍 FKIFX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodFKIFXSPHD
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%.
📅

Dividend Calendar Overlap

Combined, FKIFX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
FKIFX pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

FKIFX
Annual income on $10K today (after 15% tax)
$388.50/yr
After 10yr DRIP, annual income (after tax)
$4,761.22/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, FKIFX beats the other by $4,278.96/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FKIFX: 50%SPHD: 50%
100% SPHD50/50100% FKIFX
Portfolio after 10yr
$36.2K
Annual income
$3,084.40/yr
Blended yield
8.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FKIFX buys
0
SPHD buys
0
No recent congressional trades found for FKIFX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFKIFXSPHD
Forward yield4.57%4.30%
Annual dividend / share$0.61$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR19.6%0%
Portfolio after 10y$45.9K$26.5K
Annual income after 10y$5,601.44$567.37
Total dividends collected$21.7K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFKIFX PortfolioFKIFX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,247$546.64$11,130$430.50+$117.00FKIFX
2$12,721$687.18$12,357$447.82+$364.00FKIFX
3$14,480$868.80$13,687$464.65+$793.00FKIFX
4$16,599$1,105.41$15,126$480.98+$1.5KFKIFX
5$19,178$1,416.39$16,682$496.78+$2.5KFKIFX
6$22,349$1,829.10$18,362$512.03+$4.0KFKIFX
7$26,296$2,382.60$20,174$526.72+$6.1KFKIFX
8$31,271$3,133.50$22,127$540.84+$9.1KFKIFX
9$37,625$4,165.02$24,230$554.39+$13.4KFKIFX
10$45,860$5,601.44$26,493$567.37+$19.4KFKIFX

FKIFX vs SPHD: Complete Analysis 2026

FKIFXStock

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 in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity ® funds), each of which (excluding any money market fund) seeks to provide investment results that correspond to the total return of a specific index.

Full FKIFX 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 →
📬

Get this FKIFX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FKIFX vs SCHDFKIFX vs JEPIFKIFX vs OFKIFX vs KOFKIFX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.