HomeCompareFSAHX vs SPHD

FSAHX vs SPHD: Dividend Comparison 2026

FSAHX yields 7.43% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FSAHX wins by $6.2K in total portfolio value
10 years
FSAHX
FSAHX
● Live price
7.43%
Share price
$8.88
Annual div
$0.66
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.7K
Annual income
$1,190.08
Full FSAHX 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 — FSAHX vs SPHD

📍 FSAHX 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 PeriodFSAHXSPHD
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, FSAHX + SPHD cover 0 of 12 monthsgood coverage

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

FSAHX
Annual income on $10K today (after 15% tax)
$631.52/yr
After 10yr DRIP, annual income (after tax)
$1,011.57/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, FSAHX beats the other by $529.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FSAHX: 50%SPHD: 50%
100% SPHD50/50100% FSAHX
Portfolio after 10yr
$29.6K
Annual income
$878.72/yr
Blended yield
2.97%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FSAHX buys
0
SPHD buys
0
No recent congressional trades found for FSAHX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFSAHXSPHD
Forward yield7.43%4.30%
Annual dividend / share$0.66$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.7K$26.5K
Annual income after 10y$1,190.08$567.37
Total dividends collected$9.7K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFSAHX PortfolioFSAHX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,443$742.96$11,130$430.50+$313.00FSAHX
2$13,039$794.55$12,357$447.82+$682.00FSAHX
3$14,797$846.11$13,687$464.65+$1.1KFSAHX
4$16,731$897.43$15,126$480.98+$1.6KFSAHX
5$18,850$948.29$16,682$496.78+$2.2KFSAHX
6$21,168$998.52$18,362$512.03+$2.8KFSAHX
7$23,698$1,047.96$20,174$526.72+$3.5KFSAHX
8$26,453$1,096.45$22,127$540.84+$4.3KFSAHX
9$29,449$1,143.86$24,230$554.39+$5.2KFSAHX
10$32,700$1,190.08$26,493$567.37+$6.2KFSAHX

FSAHX vs SPHD: Complete Analysis 2026

FSAHXStock

The fund normally invests primarily in income producing debt securities, preferred stocks, and convertible securities, with an emphasis on lower-quality debt securities. It normally invests primarily in securities rated BB or B by Standard & Poor's (S&P), Ba or B by Moody's Investors Service (Moody's), comparably rated by at least one nationally recognized credit rating agency, or, if unrated, considered by Fidelity Management & Research Company (FMR) to be of comparable quality. The fund normally maintains a duration of three years or less.

Full FSAHX 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.