HomeCompareFSHGX vs SPHD

FSHGX vs SPHD: Dividend Comparison 2026

FSHGX yields 6.41% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FSHGX wins by $4.1K in total portfolio value
10 years
FSHGX
FSHGX
● Live price
6.41%
Share price
$9.38
Annual div
$0.60
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.5K
Annual income
$963.86
Full FSHGX 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 — FSHGX vs SPHD

📍 FSHGX 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 PeriodFSHGXSPHD
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, FSHGX + SPHD cover 0 of 12 monthsgood coverage

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

FSHGX
Annual income on $10K today (after 15% tax)
$544.83/yr
After 10yr DRIP, annual income (after tax)
$819.28/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, FSHGX beats the other by $337.02/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

FSHGX: 50%SPHD: 50%
100% SPHD50/50100% FSHGX
Portfolio after 10yr
$28.5K
Annual income
$765.61/yr
Blended yield
2.68%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FSHGX buys
0
SPHD buys
0
No recent congressional trades found for FSHGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFSHGXSPHD
Forward yield6.41%4.30%
Annual dividend / share$0.60$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.5K$26.5K
Annual income after 10y$963.86$567.37
Total dividends collected$8.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFSHGX PortfolioFSHGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,341$640.98$11,130$430.50+$211.00FSHGX
2$12,814$679.38$12,357$447.82+$457.00FSHGX
3$14,429$717.41$13,687$464.65+$742.00FSHGX
4$16,194$754.95$15,126$480.98+$1.1KFSHGX
5$18,119$791.87$16,682$496.78+$1.4KFSHGX
6$20,215$828.06$18,362$512.03+$1.9KFSHGX
7$22,494$863.43$20,174$526.72+$2.3KFSHGX
8$24,966$897.89$22,127$540.84+$2.8KFSHGX
9$27,645$931.39$24,230$554.39+$3.4KFSHGX
10$30,544$963.86$26,493$567.37+$4.1KFSHGX

FSHGX vs SPHD: Complete Analysis 2026

FSHGXStock

Normally the fund invests primarily in income producing debt securities, preferred stocks, and convertible securities, with an emphasis on lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds). Potentially it invests in non-income producing securities, including defaulted securities and common stocks. The fund invests in domestic and foreign issuers.

Full FSHGX 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.