HomeComparePARMX vs SPHD

PARMX vs SPHD: Dividend Comparison 2026

PARMX yields 10.49% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PARMX wins by $13.5K in total portfolio value
10 years
PARMX
PARMX
● Live price
10.49%
Share price
$37.42
Annual div
$3.93
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.0K
Annual income
$2,026.29
Full PARMX 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 — PARMX vs SPHD

📍 PARMX 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 PeriodPARMXSPHD
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, PARMX + SPHD cover 0 of 12 monthsgood coverage

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

PARMX
Annual income on $10K today (after 15% tax)
$891.82/yr
After 10yr DRIP, annual income (after tax)
$1,722.35/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, PARMX beats the other by $1,236.72/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

PARMX: 50%SPHD: 50%
100% SPHD50/50100% PARMX
Portfolio after 10yr
$33.3K
Annual income
$1,298.81/yr
Blended yield
3.90%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PARMX buys
0
SPHD buys
0
No recent congressional trades found for PARMX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPARMXSPHD
Forward yield10.49%4.33%
Annual dividend / share$3.93$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.0K$26.5K
Annual income after 10y$2,026.29$571.32
Total dividends collected$15.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPARMX PortfolioPARMX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,749$1,049.20$11,133$432.85+$616.00PARMX
2$13,724$1,152.08$12,363$450.36+$1.4KPARMX
3$15,942$1,257.66$13,695$467.39+$2.2KPARMX
4$18,423$1,365.37$15,138$483.90+$3.3KPARMX
5$21,188$1,474.66$16,697$499.88+$4.5KPARMX
6$24,256$1,584.97$18,382$515.31+$5.9KPARMX
7$27,649$1,695.78$20,198$530.17+$7.5KPARMX
8$31,391$1,806.58$22,157$544.46+$9.2KPARMX
9$35,506$1,916.90$24,266$558.18+$11.2KPARMX
10$40,017$2,026.29$26,536$571.32+$13.5KPARMX

PARMX vs SPHD: Complete Analysis 2026

PARMXStock

The fund normally invests at least 80% of its net assets in mid-sized companies. The fund's managers consider a mid-sized company to be one that has a market capitalization between that of the smallest and largest constituents of the Russell Midcap® Index measured at the time of purchase. The Russell Midcap® Index includes approximately 800 of the smallest companies in the Russell 1000® Index. The fund may normally invest up to 20% of its net assets in smaller- and larger-capitalization companies.

Full PARMX 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.