HomeComparePAMCX vs SPHD

PAMCX vs SPHD: Dividend Comparison 2026

PAMCX yields 7.08% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PAMCX wins by $5.4K in total portfolio value
10 years
PAMCX
PAMCX
● Live price
7.08%
Share price
$87.26
Annual div
$6.18
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.9K
Annual income
$1,109.16
Full PAMCX 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 — PAMCX vs SPHD

📍 PAMCX 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 PeriodPAMCXSPHD
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, PAMCX + SPHD cover 0 of 12 monthsgood coverage

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

PAMCX
Annual income on $10K today (after 15% tax)
$601.55/yr
After 10yr DRIP, annual income (after tax)
$942.79/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, PAMCX beats the other by $460.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PAMCX: 50%SPHD: 50%
100% SPHD50/50100% PAMCX
Portfolio after 10yr
$29.2K
Annual income
$838.26/yr
Blended yield
2.87%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PAMCX buys
0
SPHD buys
0
No recent congressional trades found for PAMCX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPAMCXSPHD
Forward yield7.08%4.30%
Annual dividend / share$6.18$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.9K$26.5K
Annual income after 10y$1,109.16$567.37
Total dividends collected$9.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPAMCX PortfolioPAMCX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,408$707.70$11,130$430.50+$278.00PAMCX
2$12,961$754.51$12,357$447.82+$604.00PAMCX
3$14,669$801.15$13,687$464.65+$982.00PAMCX
4$16,543$847.43$15,126$480.98+$1.4KPAMCX
5$18,595$893.18$16,682$496.78+$1.9KPAMCX
6$20,835$938.25$18,362$512.03+$2.5KPAMCX
7$23,275$982.50$20,174$526.72+$3.1KPAMCX
8$25,931$1,025.80$22,127$540.84+$3.8KPAMCX
9$28,814$1,068.05$24,230$554.39+$4.6KPAMCX
10$31,940$1,109.16$26,493$567.37+$5.4KPAMCX

PAMCX vs SPHD: Complete Analysis 2026

PAMCXStock

The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in a diversified portfolio of common stocks of mid-cap companies whose earnings T. Rowe Price expects to grow at a faster rate than the average company. The advisor defines mid-cap companies as those whose market capitalization falls within the range of either the S&P MidCap 400® Index or the Russell Midcap® Growth Index. While most assets will typically be invested in U.S. common stocks, the fund may invest in foreign stocks in keeping with the fund's objectives.

Full PAMCX 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.