HomeCompareFULVX vs SPHD

FULVX vs SPHD: Dividend Comparison 2026

FULVX yields 6.95% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FULVX wins by $5.1K in total portfolio value
10 years
FULVX
FULVX
● Live price
6.95%
Share price
$11.46
Annual div
$0.80
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.7K
Annual income
$1,081.75
Full FULVX 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 — FULVX vs SPHD

📍 FULVX 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 PeriodFULVXSPHD
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, FULVX + SPHD cover 0 of 12 monthsgood coverage

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

FULVX
Annual income on $10K today (after 15% tax)
$591.14/yr
After 10yr DRIP, annual income (after tax)
$919.49/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, FULVX beats the other by $433.87/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FULVX: 50%SPHD: 50%
100% SPHD50/50100% FULVX
Portfolio after 10yr
$29.1K
Annual income
$826.54/yr
Blended yield
2.84%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FULVX buys
0
SPHD buys
0
No recent congressional trades found for FULVX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFULVXSPHD
Forward yield6.95%4.33%
Annual dividend / share$0.80$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$1,081.75$571.32
Total dividends collected$8.9K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFULVX PortfolioFULVX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,395$695.46$11,133$432.85+$262.00FULVX
2$12,934$740.67$12,363$450.36+$571.00FULVX
3$14,625$785.66$13,695$467.39+$930.00FULVX
4$16,479$830.26$15,138$483.90+$1.3KFULVX
5$18,507$874.31$16,697$499.88+$1.8KFULVX
6$20,720$917.66$18,382$515.31+$2.3KFULVX
7$23,130$960.19$20,198$530.17+$2.9KFULVX
8$25,751$1,001.77$22,157$544.46+$3.6KFULVX
9$28,596$1,042.32$24,266$558.18+$4.3KFULVX
10$31,680$1,081.75$26,536$571.32+$5.1KFULVX

FULVX vs SPHD: Complete Analysis 2026

FULVXStock

The fund normally invests at least 80% of assets in U.S. equity securities. The advisor employs a strategy that combines fundamental stock selection and quantitative risk management techniques focused on reducing absolute portfolio risk in an effort to produce returns in excess of the Russell 3000® Index over a full market cycle (generally five to eight years) but with lower absolute volatility. The fund invests in either growth stocks or value stocks or both.

Full FULVX 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.