HomeCompareFTANX vs SPHD

FTANX vs SPHD: Dividend Comparison 2026

FTANX yields 2.96% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $2.4K in total portfolio value
10 years
FTANX
FTANX
● Live price
2.96%
Share price
$12.62
Annual div
$0.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.2K
Annual income
$358.72
Full FTANX 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 — FTANX vs SPHD

📍 SPHD 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 PeriodFTANXSPHD
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, FTANX + SPHD cover 0 of 12 monthsgood coverage

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

FTANX
Annual income on $10K today (after 15% tax)
$251.90/yr
After 10yr DRIP, annual income (after tax)
$304.91/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, SPHD beats the other by $180.71/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FTANX: 50%SPHD: 50%
100% SPHD50/50100% FTANX
Portfolio after 10yr
$25.4K
Annual income
$465.02/yr
Blended yield
1.83%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FTANX buys
0
SPHD buys
0
No recent congressional trades found for FTANX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFTANXSPHD
Forward yield2.96%4.33%
Annual dividend / share$0.37$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.2K$26.5K
Annual income after 10y$358.72$571.32
Total dividends collected$3.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFTANX PortfolioFTANX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,996$296.35$11,133$432.85$137.00SPHD
2$12,071$304.56$12,363$450.36$292.00SPHD
3$13,228$312.45$13,695$467.39$467.00SPHD
4$14,474$320.01$15,138$483.90$664.00SPHD
5$15,814$327.24$16,697$499.88$883.00SPHD
6$17,256$334.15$18,382$515.31$1.1KSPHD
7$18,804$340.75$20,198$530.17$1.4KSPHD
8$20,468$347.04$22,157$544.46$1.7KSPHD
9$22,253$353.03$24,266$558.18$2.0KSPHD
10$24,170$358.72$26,536$571.32$2.4KSPHD

FTANX vs SPHD: Complete Analysis 2026

FTANXStock

The fund allocates its assets among three main asset classes: the stock class (equity securities of all types, including funds that invest in such securities), the bond class (fixed-income securities of all types maturing in more than one year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds, and funds that invest in such securities), and the short-term/money market class (fixed-income securities of all types maturing in one year or less, including funds that invest in such securities).

Full FTANX 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.