HomeCompareFZTKX vs SPHD

FZTKX vs SPHD: Dividend Comparison 2026

FZTKX yields 4.49% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FZTKX wins by $287.00 in total portfolio value
10 years
FZTKX
FZTKX
● Live price
4.49%
Share price
$15.58
Annual div
$0.70
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.8K
Annual income
$598.11
Full FZTKX 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 — FZTKX vs SPHD

📍 FZTKX 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 PeriodFZTKXSPHD
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, FZTKX + SPHD cover 0 of 12 monthsgood coverage

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

FZTKX
Annual income on $10K today (after 15% tax)
$381.35/yr
After 10yr DRIP, annual income (after tax)
$508.39/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, FZTKX beats the other by $22.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FZTKX: 50%SPHD: 50%
100% SPHD50/50100% FZTKX
Portfolio after 10yr
$26.7K
Annual income
$584.71/yr
Blended yield
2.19%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FZTKX buys
0
SPHD buys
0
No recent congressional trades found for FZTKX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFZTKXSPHD
Forward yield4.49%4.33%
Annual dividend / share$0.70$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.8K$26.5K
Annual income after 10y$598.11$571.32
Total dividends collected$5.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearFZTKX PortfolioFZTKX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,149$448.65$11,133$432.85+$16.00FZTKX
2$12,397$467.46$12,363$450.36+$34.00FZTKX
3$13,750$485.78$13,695$467.39+$55.00FZTKX
4$15,216$503.57$15,138$483.90+$78.00FZTKX
5$16,802$520.81$16,697$499.88+$105.00FZTKX
6$18,516$537.47$18,382$515.31+$134.00FZTKX
7$20,365$553.54$20,198$530.17+$167.00FZTKX
8$22,360$569.00$22,157$544.46+$203.00FZTKX
9$24,509$583.86$24,266$558.18+$243.00FZTKX
10$26,823$598.11$26,536$571.32+$287.00FZTKX

FZTKX vs SPHD: Complete Analysis 2026

FZTKXStock

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 2050.

Full FZTKX 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.