HomeComparePACIX vs SPHD

PACIX vs SPHD: Dividend Comparison 2026

PACIX yields 1.48% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $4.7K in total portfolio value
10 years
PACIX
PACIX
● Live price
1.48%
Share price
$25.50
Annual div
$0.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.8K
Annual income
$163.39
Full PACIX 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 — PACIX 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 PeriodPACIXSPHD
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, PACIX + SPHD cover 0 of 12 monthsgood coverage

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

PACIX
Annual income on $10K today (after 15% tax)
$126.15/yr
After 10yr DRIP, annual income (after tax)
$138.88/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, SPHD beats the other by $346.74/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PACIX: 50%SPHD: 50%
100% SPHD50/50100% PACIX
Portfolio after 10yr
$24.2K
Annual income
$367.35/yr
Blended yield
1.52%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PACIX buys
0
SPHD buys
0
No recent congressional trades found for PACIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPACIXSPHD
Forward yield1.48%4.33%
Annual dividend / share$0.38$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.8K$26.5K
Annual income after 10y$163.39$571.32
Total dividends collected$1.6K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPACIX PortfolioPACIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,848$148.41$11,133$432.85$285.00SPHD
2$11,758$150.47$12,363$450.36$605.00SPHD
3$12,734$152.42$13,695$467.39$961.00SPHD
4$13,779$154.26$15,138$483.90$1.4KSPHD
5$14,900$156.01$16,697$499.88$1.8KSPHD
6$16,101$157.66$18,382$515.31$2.3KSPHD
7$17,387$159.22$20,198$530.17$2.8KSPHD
8$18,765$160.69$22,157$544.46$3.4KSPHD
9$20,240$162.08$24,266$558.18$4.0KSPHD
10$21,820$163.39$26,536$571.32$4.7KSPHD

PACIX vs SPHD: Complete Analysis 2026

PACIXStock

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in convertible securities. It may invest up to 15% of its total assets in Eurodollar convertible securities and up to an additional 20% of its total assets in foreign securities. Most convertible securities are not investment grade-rated. The fund also may invest directly in equity securities.

Full PACIX 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.