HomeComparePAWAX vs SPHD

PAWAX vs SPHD: Dividend Comparison 2026

PAWAX yields 9.70% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PAWAX wins by $11.5K in total portfolio value
10 years
PAWAX
PAWAX
● Live price
9.70%
Share price
$67.67
Annual div
$6.57
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.0K
Annual income
$1,786.47
Full PAWAX 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 — PAWAX vs SPHD

📍 PAWAX 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 PeriodPAWAXSPHD
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, PAWAX + SPHD cover 0 of 12 monthsgood coverage

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

PAWAX
Annual income on $10K today (after 15% tax)
$824.77/yr
After 10yr DRIP, annual income (after tax)
$1,518.50/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, PAWAX beats the other by $1,036.24/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PAWAX: 50%SPHD: 50%
100% SPHD50/50100% PAWAX
Portfolio after 10yr
$32.2K
Annual income
$1,176.91/yr
Blended yield
3.65%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PAWAX buys
0
SPHD buys
0
No recent congressional trades found for PAWAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPAWAXSPHD
Forward yield9.70%4.30%
Annual dividend / share$6.57$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.0K$26.5K
Annual income after 10y$1,786.47$567.37
Total dividends collected$13.8K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPAWAX PortfolioPAWAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,670$970.31$11,130$430.50+$540.00PAWAX
2$13,546$1,058.30$12,357$447.82+$1.2KPAWAX
3$15,642$1,147.99$13,687$464.65+$2.0KPAWAX
4$17,976$1,238.92$15,126$480.98+$2.9KPAWAX
5$20,564$1,330.63$16,682$496.78+$3.9KPAWAX
6$23,427$1,422.69$18,362$512.03+$5.1KPAWAX
7$26,581$1,514.68$20,174$526.72+$6.4KPAWAX
8$30,048$1,606.20$22,127$540.84+$7.9KPAWAX
9$33,848$1,696.91$24,230$554.39+$9.6KPAWAX
10$38,004$1,786.47$26,493$567.37+$11.5KPAWAX

PAWAX vs SPHD: Complete Analysis 2026

PAWAXStock

The investment seeks to provide long-term capital growth by investing primarily in the common stocks of growth companies. The fund invests primarily (at least 65% of its total assets) in common stocks of U.S. companies operating in those sectors of the economy that, in T. Rowe Price's view, are the fastest growing or have the greatest growth potential. It may invest in foreign stocks in keeping with the fund's objective.

Full PAWAX 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.