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HTUS vs PM: Dividend Comparison 2026

HTUS yields 12.37% · PM yields 3.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PM wins by $4.4K in total portfolio value· pulled ahead in Year 8
10 years
HTUS
HTUS
● Live price
12.37%
Share price
$38.17
Annual div
$4.72
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.2K
Annual income
$2,673.45
Full HTUS calculator →
PM
Philip Morris International
● Live price
3.49%
Share price
$164.83
Annual div
$5.76
5Y div CAGR
17.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.6K
Annual income
$2,502.61
Full PM calculator →

Portfolio growth — HTUS vs PM

📍 PM pulled ahead of the other in Year 8

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 PeriodHTUSPM
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, HTUS + PM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HTUS
Annual income on $10K today (after 15% tax)
$1,051.29/yr
After 10yr DRIP, annual income (after tax)
$2,272.43/yr
PM
Annual income on $10K today (after 15% tax)
$297.03/yr
After 10yr DRIP, annual income (after tax)
$2,127.22/yr
At 15% tax rate, HTUS beats the other by $145.21/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of HTUS + PM for your $10,000?

HTUS: 50%PM: 50%
100% PM50/50100% HTUS
Portfolio after 10yr
$47.4K
Annual income
$2,588.03/yr
Blended yield
5.46%
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Analyst Conviction Gap

Where Wall Street is most bullish on PM right now

HTUS
No analyst data
PM
Analyst Ratings
17
Buy
7
Hold
1
Sell
Consensus: Buy
Price Target
$194.30
+17.9% upside vs current
Range: $180.00 — $205.00
Altman Z
4.0
Piotroski
7/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HTUS buys
0
PM buys
0
No recent congressional trades found for HTUS or PM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHTUSPM
Forward yield12.37%3.49%
Annual dividend / share$4.72$5.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%17.2%
Portfolio after 10y$45.2K$49.6K
Annual income after 10y$2,673.45$2,502.61
Total dividends collected$19.4K$11.8K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: HTUS vs PM ($10,000, DRIP)

YearHTUS PortfolioHTUS Income/yrPM PortfolioPM Income/yrGap
1$11,937$1,236.81$11,650$409.56+$287.00HTUS
2$14,152$1,379.77$13,592$497.49+$560.00HTUS
3$16,672$1,528.82$15,882$605.21+$790.00HTUS
4$19,522$1,683.18$18,589$737.41+$933.00HTUS
5$22,730$1,841.99$21,794$899.94+$936.00HTUS
6$26,326$2,004.42$25,597$1,100.16+$729.00HTUS
7$30,338$2,169.62$30,118$1,347.30+$220.00HTUS
8← crossover$34,799$2,336.73$35,505$1,652.97$706.00PM
9$39,740$2,504.93$41,940$2,031.88$2.2KPM
10$45,195$2,673.45$49,643$2,502.61$4.4KPM

HTUS vs PM: Complete Analysis 2026

HTUSStock

The fund's sub-adviser seeks to achieve its investment objective, by using various proprietary analytical investment models that examine current and historical market data to attempt to predict the performance of the S&P 500 Index, a widely recognized benchmark of U.S. stock market performance that is composed primarily of large-capitalization U.S. issuers. The Sub-Adviser implements the fund’s S&P 500 investment strategy by taking positions in one or more ETFs that seek to track the performance of the S&P 500 (each an “S&P 500-related ETF”).

Full HTUS Calculator →

PMConsumer Staples

Philip Morris International Inc. operates as a tobacco company working to delivers a smoke-free future and evolving portfolio for the long-term to include products outside of the tobacco and nicotine sector. The company's product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor, and oral nicotine products that are sold in markets outside the United States. The company offers its smoke-free products under the HEETS, HEETS Creations, HEETS Dimensions, HEETS Marlboro, HEETS FROM MARLBORO, Marlboro Dimensions, Marlboro HeatSticks, Parliament HeatSticks, and TEREA brands, as well as the KT&G-licensed brands, Fiit, and Miix. It also sells its products under the Marlboro, Parliament, Bond Street, Chesterfield, L&M, Lark, and Philip Morris brands. In addition, the company owns various cigarette brands, such as Dji Sam Soe, Sampoerna A, and Sampoerna U in Indonesia; and Fortune and Jackpot in the Philippines. The company sells its smoke-free products in 71 markets. Philip Morris International Inc. was incorporated in 1987 and is headquartered in New York, New York.

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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.