HomeCompareFTBFX vs SPHD

FTBFX vs SPHD: Dividend Comparison 2026

FTBFX yields 4.40% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FTBFX wins by $128.00 in total portfolio value
10 years
FTBFX
FTBFX
● Live price
4.40%
Share price
$9.56
Annual div
$0.42
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.7K
Annual income
$583.29
Full FTBFX 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 — FTBFX vs SPHD

📍 FTBFX 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 PeriodFTBFXSPHD
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, FTBFX + SPHD cover 0 of 12 monthsgood coverage

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

FTBFX
Annual income on $10K today (after 15% tax)
$373.96/yr
After 10yr DRIP, annual income (after tax)
$495.80/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, FTBFX beats the other by $10.17/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FTBFX: 50%SPHD: 50%
100% SPHD50/50100% FTBFX
Portfolio after 10yr
$26.6K
Annual income
$577.31/yr
Blended yield
2.17%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FTBFX buys
0
SPHD buys
0
No recent congressional trades found for FTBFX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFTBFXSPHD
Forward yield4.40%4.33%
Annual dividend / share$0.42$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.7K$26.5K
Annual income after 10y$583.29$571.32
Total dividends collected$5.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFTBFX PortfolioFTBFX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,140$439.95$11,133$432.85+$7.00FTBFX
2$12,378$458.04$12,363$450.36+$15.00FTBFX
3$13,720$475.64$13,695$467.39+$25.00FTBFX
4$15,173$492.72$15,138$483.90+$35.00FTBFX
5$16,744$509.26$16,697$499.88+$47.00FTBFX
6$18,442$525.23$18,382$515.31+$60.00FTBFX
7$20,273$540.63$20,198$530.17+$75.00FTBFX
8$22,248$555.44$22,157$544.46+$91.00FTBFX
9$24,375$569.66$24,266$558.18+$109.00FTBFX
10$26,664$583.29$26,536$571.32+$128.00FTBFX

FTBFX vs SPHD: Complete Analysis 2026

FTBFXStock

The fund normally invests at least 80% of assets in debt securities of all types and repurchase agreements for those securities. The manager uses the Bloomberg U.S. Universal Bond Index as a guide in allocating assets across the investment-grade, high yield, and emerging market asset classes. It invests up to 20% of assets in lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds).

Full FTBFX 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.