HomeComparePCKAX vs SPHD

PCKAX vs SPHD: Dividend Comparison 2026

PCKAX yields 6.70% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PCKAX wins by $4.7K in total portfolio value
10 years
PCKAX
PCKAX
● Live price
6.70%
Share price
$7.58
Annual div
$0.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.2K
Annual income
$1,026.57
Full PCKAX 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 — PCKAX vs SPHD

📍 PCKAX 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 PeriodPCKAXSPHD
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, PCKAX + SPHD cover 0 of 12 monthsgood coverage

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

PCKAX
Annual income on $10K today (after 15% tax)
$569.79/yr
After 10yr DRIP, annual income (after tax)
$872.58/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, PCKAX beats the other by $390.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PCKAX: 50%SPHD: 50%
100% SPHD50/50100% PCKAX
Portfolio after 10yr
$28.8K
Annual income
$796.96/yr
Blended yield
2.77%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PCKAX buys
0
SPHD buys
0
No recent congressional trades found for PCKAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPCKAXSPHD
Forward yield6.70%4.30%
Annual dividend / share$0.51$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.2K$26.5K
Annual income after 10y$1,026.57$567.37
Total dividends collected$8.5K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPCKAX PortfolioPCKAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,370$670.34$11,130$430.50+$240.00PCKAX
2$12,879$712.34$12,357$447.82+$522.00PCKAX
3$14,534$754.05$13,687$464.65+$847.00PCKAX
4$16,347$795.31$15,126$480.98+$1.2KPCKAX
5$18,327$835.98$16,682$496.78+$1.6KPCKAX
6$20,486$875.94$18,362$512.03+$2.1KPCKAX
7$22,835$915.06$20,174$526.72+$2.7KPCKAX
8$25,387$953.26$22,127$540.84+$3.3KPCKAX
9$28,154$990.45$24,230$554.39+$3.9KPCKAX
10$31,152$1,026.57$26,493$567.37+$4.7KPCKAX

PCKAX vs SPHD: Complete Analysis 2026

PCKAXStock

The fund seeks to exceed the total return of the Russell 2000® Index by investing under normal circumstances in Russell 2000® Index derivatives, backed by a diversified portfolio of Fixed Income Instruments actively managed by PIMCO. Fixed Income Instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.

Full PCKAX 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.