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FTASX vs SPHD: Dividend Comparison 2026

FTASX yields 6.99% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FTASX wins by $5.2K in total portfolio value
10 years
FTASX
FTASX
● Live price
6.99%
Share price
$29.11
Annual div
$2.03
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.7K
Annual income
$1,089.03
Full FTASX 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 — FTASX vs SPHD

📍 FTASX 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 PeriodFTASXSPHD
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, FTASX + SPHD cover 0 of 12 monthsgood coverage

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

FTASX
Annual income on $10K today (after 15% tax)
$593.92/yr
After 10yr DRIP, annual income (after tax)
$925.68/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, FTASX beats the other by $440.05/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FTASX: 50%SPHD: 50%
100% SPHD50/50100% FTASX
Portfolio after 10yr
$29.1K
Annual income
$830.18/yr
Blended yield
2.85%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FTASX buys
0
SPHD buys
0
No recent congressional trades found for FTASX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFTASXSPHD
Forward yield6.99%4.33%
Annual dividend / share$2.03$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.7K$26.5K
Annual income after 10y$1,089.03$571.32
Total dividends collected$9.0K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFTASX PortfolioFTASX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,399$698.73$11,133$432.85+$266.00FTASX
2$12,941$744.36$12,363$450.36+$578.00FTASX
3$14,637$789.79$13,695$467.39+$942.00FTASX
4$16,496$834.83$15,138$483.90+$1.4KFTASX
5$18,530$879.33$16,697$499.88+$1.8KFTASX
6$20,750$923.14$18,382$515.31+$2.4KFTASX
7$23,169$966.12$20,198$530.17+$3.0KFTASX
8$25,799$1,008.16$22,157$544.46+$3.6KFTASX
9$28,654$1,049.16$24,266$558.18+$4.4KFTASX
10$31,749$1,089.03$26,536$571.32+$5.2KFTASX

FTASX vs SPHD: Complete Analysis 2026

FTASXStock

The investment seeks to maximize total return over the long term. 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 FTASX 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.