HomeCompareFUSIX vs SPHD

FUSIX vs SPHD: Dividend Comparison 2026

FUSIX yields 2.99% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $2.3K in total portfolio value
10 years
FUSIX
FUSIX
● Live price
2.99%
Share price
$15.17
Annual div
$0.45
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.2K
Annual income
$362.93
Full FUSIX calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — FUSIX 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 PeriodFUSIXSPHD
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, FUSIX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FUSIX
Annual income on $10K today (after 15% tax)
$254.38/yr
After 10yr DRIP, annual income (after tax)
$308.49/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, SPHD beats the other by $173.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FUSIX: 50%SPHD: 50%
100% SPHD50/50100% FUSIX
Portfolio after 10yr
$25.4K
Annual income
$465.14/yr
Blended yield
1.83%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FUSIX buys
0
SPHD buys
0
No recent congressional trades found for FUSIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFUSIXSPHD
Forward yield2.99%4.30%
Annual dividend / share$0.45$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$362.93$567.37
Total dividends collected$3.3K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFUSIX PortfolioFUSIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,999$299.27$11,130$430.50$131.00SPHD
2$12,077$307.65$12,357$447.82$280.00SPHD
3$13,238$315.69$13,687$464.65$449.00SPHD
4$14,488$323.40$15,126$480.98$638.00SPHD
5$15,833$330.78$16,682$496.78$849.00SPHD
6$17,279$337.84$18,362$512.03$1.1KSPHD
7$18,833$344.58$20,174$526.72$1.3KSPHD
8$20,503$351.00$22,127$540.84$1.6KSPHD
9$22,295$357.11$24,230$554.39$1.9KSPHD
10$24,218$362.93$26,493$567.37$2.3KSPHD

FUSIX vs SPHD: Complete Analysis 2026

FUSIXStock

The fund invests primarily in non-U.S. securities, including securities of issuers located in emerging markets. It invests primarily in common stocks. It invests directly in securities through one or more managers (sub-advisers) or indirectly in securities through one or more other funds, referred to as underlying funds, which in turn invest directly in securities. The fund allocates assets among underlying Fidelity® international funds (underlying funds) and sub-advisers.

Full FUSIX 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.