HomeCompareFUNFX vs SPHD

FUNFX vs SPHD: Dividend Comparison 2026

FUNFX yields 9.43% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FUNFX wins by $10.8K in total portfolio value
10 years
FUNFX
FUNFX
● Live price
9.43%
Share price
$86.06
Annual div
$8.12
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.3K
Annual income
$1,708.62
Full FUNFX 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 — FUNFX vs SPHD

📍 FUNFX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodFUNFXSPHD
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%.
📅

Dividend Calendar Overlap

Combined, FUNFX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
FUNFX pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

FUNFX
Annual income on $10K today (after 15% tax)
$801.86/yr
After 10yr DRIP, annual income (after tax)
$1,452.33/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, FUNFX beats the other by $966.70/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FUNFX: 50%SPHD: 50%
100% SPHD50/50100% FUNFX
Portfolio after 10yr
$31.9K
Annual income
$1,139.97/yr
Blended yield
3.57%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FUNFX buys
0
SPHD buys
0
No recent congressional trades found for FUNFX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFUNFXSPHD
Forward yield9.43%4.33%
Annual dividend / share$8.12$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$37.3K$26.5K
Annual income after 10y$1,708.62$571.32
Total dividends collected$13.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFUNFX PortfolioFUNFX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,643$943.37$11,133$432.85+$510.00FUNFX
2$13,485$1,026.54$12,363$450.36+$1.1KFUNFX
3$15,540$1,111.12$13,695$467.39+$1.8KFUNFX
4$17,824$1,196.68$15,138$483.90+$2.7KFUNFX
5$20,355$1,282.81$16,697$499.88+$3.7KFUNFX
6$23,149$1,369.09$18,382$515.31+$4.8KFUNFX
7$26,225$1,455.15$20,198$530.17+$6.0KFUNFX
8$29,601$1,540.64$22,157$544.46+$7.4KFUNFX
9$33,298$1,625.23$24,266$558.18+$9.0KFUNFX
10$37,338$1,708.62$26,536$571.32+$10.8KFUNFX

FUNFX vs SPHD: Complete Analysis 2026

FUNFXStock

The fund invests primarily in common stocks of companies that appear to offer superior opportunities for capital growth and most of which have a history of paying dividends. It may invest significantly in securities of issuers domiciled outside the United States. The investment adviser uses a system of multiple portfolio managers in managing the fund's assets.

Full FUNFX 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 →
📬

Get this FUNFX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FUNFX vs SCHDFUNFX vs JEPIFUNFX vs OFUNFX vs KOFUNFX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.