HomeCompareFREAX vs SPHD

FREAX vs SPHD: Dividend Comparison 2026

FREAX yields 5.43% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 FREAX wins by $2.1K in total portfolio value
10 years
FREAX
FREAX
● Live price
5.43%
Share price
$14.48
Annual div
$0.79
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.6K
Annual income
$768.93
Full FREAX 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 — FREAX vs SPHD

📍 FREAX 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 PeriodFREAXSPHD
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, FREAX + SPHD cover 0 of 12 monthsgood coverage

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

FREAX
Annual income on $10K today (after 15% tax)
$461.92/yr
After 10yr DRIP, annual income (after tax)
$653.59/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, FREAX beats the other by $167.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FREAX: 50%SPHD: 50%
100% SPHD50/50100% FREAX
Portfolio after 10yr
$27.6K
Annual income
$670.12/yr
Blended yield
2.43%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FREAX buys
0
SPHD buys
0
No recent congressional trades found for FREAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFREAXSPHD
Forward yield5.43%4.33%
Annual dividend / share$0.79$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.6K$26.5K
Annual income after 10y$768.93$571.32
Total dividends collected$6.6K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFREAX PortfolioFREAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,243$543.44$11,133$432.85+$110.00FREAX
2$12,602$571.04$12,363$450.36+$239.00FREAX
3$14,082$598.14$13,695$467.39+$387.00FREAX
4$15,692$624.68$15,138$483.90+$554.00FREAX
5$17,441$650.58$16,697$499.88+$744.00FREAX
6$19,338$675.78$18,382$515.31+$956.00FREAX
7$21,392$700.26$20,198$530.17+$1.2KFREAX
8$23,613$723.95$22,157$544.46+$1.5KFREAX
9$26,013$746.85$24,266$558.18+$1.7KFREAX
10$28,603$768.93$26,536$571.32+$2.1KFREAX

FREAX vs SPHD: Complete Analysis 2026

FREAXStock

The fund normally invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in income-producing common stocks of publicly traded companies engaged in the real estate industry. The advisor expects to emphasize investments in equity REITs, although it may invest in all three kinds of REITs. It may invest up to 15% of its total assets in non-dollar denominated equity securities of non-U.S. issuers. Up to 15% of the fund's total assets may be invested in equity securities of emerging market issuers.

Full FREAX 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.