HomeComparePDBZX vs SPHD

PDBZX vs SPHD: Dividend Comparison 2026

PDBZX yields 4.17% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $248.00 in total portfolio value
10 years
PDBZX
PDBZX
● Live price
4.17%
Share price
$12.04
Annual div
$0.50
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.2K
Annual income
$544.40
Full PDBZX 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 — PDBZX vs SPHD

📍 SPHD 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 PeriodPDBZXSPHD
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, PDBZX + SPHD cover 0 of 12 monthsgood coverage

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

PDBZX
Annual income on $10K today (after 15% tax)
$354.18/yr
After 10yr DRIP, annual income (after tax)
$462.74/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, SPHD beats the other by $19.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PDBZX: 50%SPHD: 50%
100% SPHD50/50100% PDBZX
Portfolio after 10yr
$26.4K
Annual income
$555.88/yr
Blended yield
2.11%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PDBZX buys
0
SPHD buys
0
No recent congressional trades found for PDBZX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPDBZXSPHD
Forward yield4.17%4.30%
Annual dividend / share$0.50$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.2K$26.5K
Annual income after 10y$544.40$567.37
Total dividends collected$4.8K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPDBZX PortfolioPDBZX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,117$416.69$11,130$430.50$13.00SPHD
2$12,328$432.91$12,357$447.82$29.00SPHD
3$13,639$448.67$13,687$464.65$48.00SPHD
4$15,058$463.93$15,126$480.98$68.00SPHD
5$16,591$478.68$16,682$496.78$91.00SPHD
6$18,245$492.90$18,362$512.03$117.00SPHD
7$20,029$506.58$20,174$526.72$145.00SPHD
8$21,951$519.73$22,127$540.84$176.00SPHD
9$24,019$532.33$24,230$554.39$211.00SPHD
10$26,245$544.40$26,493$567.37$248.00SPHD

PDBZX vs SPHD: Complete Analysis 2026

PDBZXStock

The fund will seek to achieve its objective through a mix of current income and capital appreciation as determined by the fund's subadviser. It invests, under normal circumstances, at least 80% of the fund's investable assets in bonds. For purposes of this policy, bonds include all fixed income securities, other than preferred stock, with a maturity at date of issue of greater than one year. The fund may invest up to 30% of its investable assets in speculative, high risk, below investment-grade securities. It may invest up to 30% of its investable assets in foreign debt securities, including emerging market debt securities.

Full PDBZX 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.