HomeCompareFPEI vs SPHD

FPEI vs SPHD: Dividend Comparison 2026

FPEI yields 5.77% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FPEI wins by $2.8K in total portfolio value
10 years
FPEI
FPEI
● Live price
5.77%
Share price
$19.00
Annual div
$1.10
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$833.01
Full FPEI 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 — FPEI vs SPHD

📍 FPEI 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 PeriodFPEISPHD
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, FPEI + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FPEI
Annual income on $10K today (after 15% tax)
$490.14/yr
After 10yr DRIP, annual income (after tax)
$708.06/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, FPEI beats the other by $225.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FPEI: 50%SPHD: 50%
100% SPHD50/50100% FPEI
Portfolio after 10yr
$27.9K
Annual income
$700.18/yr
Blended yield
2.51%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FPEI buys
0
SPHD buys
0
No recent congressional trades found for FPEI or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFPEISPHD
Forward yield5.77%4.30%
Annual dividend / share$1.10$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.3K$26.5K
Annual income after 10y$833.01$567.37
Total dividends collected$7.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFPEI PortfolioFPEI Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,277$576.63$11,130$430.50+$147.00FPEI
2$12,674$607.71$12,357$447.82+$317.00FPEI
3$14,199$638.31$13,687$464.65+$512.00FPEI
4$15,861$668.36$15,126$480.98+$735.00FPEI
5$17,670$697.76$16,682$496.78+$988.00FPEI
6$19,633$726.45$18,362$512.03+$1.3KFPEI
7$21,762$754.36$20,174$526.72+$1.6KFPEI
8$24,066$781.45$22,127$540.84+$1.9KFPEI
9$26,559$807.68$24,230$554.39+$2.3KFPEI
10$29,251$833.01$26,493$567.37+$2.8KFPEI

FPEI vs SPHD: Complete Analysis 2026

FPEIStock

The First Trust Institutional Preferred Securities and Income ETF is an actively managed exchange-traded fund. The fund's investment objective is to seek total return and to provide current income. Under normal market conditions, the Fund invests at least 80% of its net assets (including investment borrowings) in institutional preferred securities and income-producing debt securities.

Full FPEI 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 FPEI vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FPEI vs SCHDFPEI vs JEPIFPEI vs OFPEI vs KOFPEI 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.