HomeCompareSPFZX vs SPHD

SPFZX vs SPHD: Dividend Comparison 2026

SPFZX yields 4.23% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $138.00 in total portfolio value
10 years
SPFZX
SPFZX
● Live price
4.23%
Share price
$29.68
Annual div
$1.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.4K
Annual income
$554.50
Full SPFZX 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 — SPFZX 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 PeriodSPFZXSPHD
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, SPFZX + SPHD cover 0 of 12 monthsgood coverage

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

SPFZX
Annual income on $10K today (after 15% tax)
$359.37/yr
After 10yr DRIP, annual income (after tax)
$471.33/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 $10.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPFZX: 50%SPHD: 50%
100% SPHD50/50100% SPFZX
Portfolio after 10yr
$26.4K
Annual income
$560.93/yr
Blended yield
2.12%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPFZX buys
0
SPHD buys
0
No recent congressional trades found for SPFZX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPFZXSPHD
Forward yield4.23%4.30%
Annual dividend / share$1.25$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.4K$26.5K
Annual income after 10y$554.50$567.37
Total dividends collected$4.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearSPFZX PortfolioSPFZX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,123$422.79$11,130$430.50$7.00SPHD
2$12,341$439.49$12,357$447.82$16.00SPHD
3$13,660$455.72$13,687$464.65$27.00SPHD
4$15,088$471.45$15,126$480.98$38.00SPHD
5$16,631$486.66$16,682$496.78$51.00SPHD
6$18,296$501.33$18,362$512.03$66.00SPHD
7$20,093$515.45$20,174$526.72$81.00SPHD
8$22,028$529.02$22,127$540.84$99.00SPHD
9$24,112$542.04$24,230$554.39$118.00SPHD
10$26,355$554.50$26,493$567.37$138.00SPHD

SPFZX vs SPHD: Complete Analysis 2026

SPFZXStock

The fund normally invests at least 65% of the fund's total assets in equity and equity-related securities of companies that the subadviser believes have strong capital appreciation potential. These companies are generally medium- to large-capitalization companies. The equity and equity-related securities in which the fund primarily invests are common stocks, non-convertible preferred stocks and convertible securities. It participates in the initial public offering (IPO) market. The fund also may invest in foreign securities. The fund is non-diversified.

Full SPFZX 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.