HomeComparePEZ vs SPHD

PEZ vs SPHD: Dividend Comparison 2026

PEZ yields 0.23% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $6.6K in total portfolio value
10 years
PEZ
PEZ
● Live price
0.23%
Share price
$95.43
Annual div
$0.22
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.0K
Annual income
$22.90
Full PEZ 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 — PEZ 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 PeriodPEZSPHD
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, PEZ + SPHD cover 0 of 12 monthsgood coverage

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

PEZ
Annual income on $10K today (after 15% tax)
$19.18/yr
After 10yr DRIP, annual income (after tax)
$19.47/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, SPHD beats the other by $466.16/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PEZ: 50%SPHD: 50%
100% SPHD50/50100% PEZ
Portfolio after 10yr
$23.3K
Annual income
$297.11/yr
Blended yield
1.28%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PEZ buys
0
SPHD buys
0
No recent congressional trades found for PEZ or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPEZSPHD
Forward yield0.23%4.33%
Annual dividend / share$0.22$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.0K$26.5K
Annual income after 10y$22.90$571.32
Total dividends collected$227.00$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPEZ PortfolioPEZ Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,723$22.56$11,133$432.85$410.00SPHD
2$11,496$22.61$12,363$450.36$867.00SPHD
3$12,323$22.66$13,695$467.39$1.4KSPHD
4$13,208$22.70$15,138$483.90$1.9KSPHD
5$14,156$22.74$16,697$499.88$2.5KSPHD
6$15,169$22.77$18,382$515.31$3.2KSPHD
7$16,254$22.81$20,198$530.17$3.9KSPHD
8$17,415$22.84$22,157$544.46$4.7KSPHD
9$18,657$22.87$24,266$558.18$5.6KSPHD
10$19,985$22.90$26,536$571.32$6.6KSPHD

PEZ vs SPHD: Complete Analysis 2026

PEZStock

The Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (Fund) is based on the Dorsey Wright Consumer Cyclicals Technical Leaders Index (Index). The Fund will normally invest at least 90% of its total assets in the securities that comprise the Index. The Index is designed to identify companies that are showing relative strength (momentum), and is composed of at least 30 securities from the NASDAQ US Benchmark Index. Relative strength is the measurement of a security's performance in a given universe over time as compared to the performance of all other securities in that universe. The Fund and the Index are rebalanced and reconstituted quarterly.

Full PEZ 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.