HomeCompareFWTKX vs SPHD

FWTKX vs SPHD: Dividend Comparison 2026

FWTKX yields 5.34% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FWTKX wins by $1.9K in total portfolio value
10 years
FWTKX
FWTKX
● Live price
5.34%
Share price
$17.61
Annual div
$0.94
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.4K
Annual income
$751.79
Full FWTKX 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 — FWTKX vs SPHD

📍 FWTKX 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 PeriodFWTKXSPHD
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, FWTKX + SPHD cover 0 of 12 monthsgood coverage

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

FWTKX
Annual income on $10K today (after 15% tax)
$454.20/yr
After 10yr DRIP, annual income (after tax)
$639.02/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, FWTKX beats the other by $153.40/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

FWTKX: 50%SPHD: 50%
100% SPHD50/50100% FWTKX
Portfolio after 10yr
$27.5K
Annual income
$661.55/yr
Blended yield
2.41%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FWTKX buys
0
SPHD buys
0
No recent congressional trades found for FWTKX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFWTKXSPHD
Forward yield5.34%4.33%
Annual dividend / share$0.94$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.4K$26.5K
Annual income after 10y$751.79$571.32
Total dividends collected$6.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFWTKX PortfolioFWTKX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,234$534.36$11,133$432.85+$101.00FWTKX
2$12,582$561.04$12,363$450.36+$219.00FWTKX
3$14,050$587.23$13,695$467.39+$355.00FWTKX
4$15,646$612.84$15,138$483.90+$508.00FWTKX
5$17,379$637.82$16,697$499.88+$682.00FWTKX
6$19,258$662.12$18,382$515.31+$876.00FWTKX
7$21,292$685.70$20,198$530.17+$1.1KFWTKX
8$23,490$708.52$22,157$544.46+$1.3KFWTKX
9$25,865$730.55$24,266$558.18+$1.6KFWTKX
10$28,428$751.79$26,536$571.32+$1.9KFWTKX

FWTKX vs SPHD: Complete Analysis 2026

FWTKXStock

The fund invests in a combination of Fidelity ® U.S. equity funds, international equity funds, bond funds, and short-term funds. The adviser allocates its assets according to a neutral asset allocation strategy shown in the glide path below that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom ® Income Fund, approximately 10 to 19 years after the year 2035.

Full FWTKX 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.