HomeCompareFMEIX vs SPHD

FMEIX vs SPHD: Dividend Comparison 2026

FMEIX yields 12.38% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FMEIX wins by $18.7K in total portfolio value
10 years
FMEIX
FMEIX
● Live price
12.38%
Share price
$16.15
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.2K
Annual income
$2,679.39
Full FMEIX 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 — FMEIX vs SPHD

📍 FMEIX 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 PeriodFMEIXSPHD
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, FMEIX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FMEIX
Annual income on $10K today (after 15% tax)
$1,052.63/yr
After 10yr DRIP, annual income (after tax)
$2,277.48/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, FMEIX beats the other by $1,791.86/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FMEIX: 50%SPHD: 50%
100% SPHD50/50100% FMEIX
Portfolio after 10yr
$35.9K
Annual income
$1,625.36/yr
Blended yield
4.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FMEIX buys
0
SPHD buys
0
No recent congressional trades found for FMEIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFMEIXSPHD
Forward yield12.38%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$45.2K$26.5K
Annual income after 10y$2,679.39$571.32
Total dividends collected$19.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFMEIX PortfolioFMEIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,938$1,238.39$11,133$432.85+$805.00FMEIX
2$14,156$1,381.72$12,363$450.36+$1.8KFMEIX
3$16,678$1,531.17$13,695$467.39+$3.0KFMEIX
4$19,531$1,685.96$15,138$483.90+$4.4KFMEIX
5$22,744$1,845.24$16,697$499.88+$6.0KFMEIX
6$26,344$2,008.17$18,382$515.31+$8.0KFMEIX
7$30,362$2,173.88$20,198$530.17+$10.2KFMEIX
8$34,829$2,341.53$22,157$544.46+$12.7KFMEIX
9$39,777$2,510.30$24,266$558.18+$15.5KFMEIX
10$45,241$2,679.39$26,536$571.32+$18.7KFMEIX

FMEIX vs SPHD: Complete Analysis 2026

FMEIXStock

The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks included in the Russell Midcap® Index, which is a market capitalization-weighted index designed to measure the performance of the mid-cap segment of the U.S. equity market. It invests in domestic and foreign issuers.

Full FMEIX 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 FMEIX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FMEIX vs SCHDFMEIX vs JEPIFMEIX vs OFMEIX vs KOFMEIX 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.