HomeComparePBMRY vs SPHD

PBMRY vs SPHD: Dividend Comparison 2026

PBMRY yields 37.11% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PBMRY wins by $171.3K in total portfolio value
10 years
PBMRY
PBMRY
● Live price
37.11%
Share price
$5.39
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$197.8K
Annual income
$31,387.75
Full PBMRY 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 — PBMRY vs SPHD

📍 PBMRY 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 PeriodPBMRYSPHD
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, PBMRY + SPHD cover 0 of 12 monthsgood coverage

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

PBMRY
Annual income on $10K today (after 15% tax)
$3,153.99/yr
After 10yr DRIP, annual income (after tax)
$26,679.59/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, PBMRY beats the other by $26,193.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PBMRY: 50%SPHD: 50%
100% SPHD50/50100% PBMRY
Portfolio after 10yr
$112.2K
Annual income
$15,979.54/yr
Blended yield
14.25%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PBMRY buys
0
SPHD buys
0
No recent congressional trades found for PBMRY or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPBMRYSPHD
Forward yield37.11%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$197.8K$26.5K
Annual income after 10y$31,387.75$571.32
Total dividends collected$145.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPBMRY PortfolioPBMRY Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$14,411$3,710.58$11,133$432.85+$3.3KPBMRY
2$20,417$4,997.34$12,363$450.36+$8.1KPBMRY
3$28,463$6,616.96$13,695$467.39+$14.8KPBMRY
4$39,076$8,621.19$15,138$483.90+$23.9KPBMRY
5$52,873$11,061.66$16,697$499.88+$36.2KPBMRY
6$70,563$13,988.12$18,382$515.31+$52.2KPBMRY
7$92,949$17,446.70$20,198$530.17+$72.8KPBMRY
8$120,933$21,478.21$22,157$544.46+$98.8KPBMRY
9$155,515$26,116.62$24,266$558.18+$131.2KPBMRY
10$197,789$31,387.75$26,536$571.32+$171.3KPBMRY

PBMRY vs SPHD: Complete Analysis 2026

PBMRYStock

PT Bumi Resources Tbk, together with its subsidiaries, engages in the mining activities in Indonesia. It operates through Holding Company, Coal, Services, Oil and Gas, and Gold segments. The Coal segment engages in the exploration, exploitation, mining, and sale of coal deposits. The Services segment offers marketing and management services. The Oil and Gas segment explores for oil and gas properties. The Gold segment explores for gold properties. The company also exports its products. PT Bumi Resources Tbk was formerly known as PT Bumi Modern Tbk. and changed its name to PT Bumi Resources Tbk in September 2000. PT Bumi Resources Tbk was founded in 1973 and is headquartered in Jakarta Selatan, Indonesia.

Full PBMRY 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.