HomeComparePFES vs SPHD

PFES vs SPHD: Dividend Comparison 2026

PFES yields 3.85% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $807.00 in total portfolio value
10 years
PFES
PFES
● Live price
3.85%
Share price
$51.93
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.7K
Annual income
$493.23
Full PFES 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 — PFES 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 PeriodPFESSPHD
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, PFES + SPHD cover 0 of 12 monthsgood coverage

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

PFES
Annual income on $10K today (after 15% tax)
$327.36/yr
After 10yr DRIP, annual income (after tax)
$419.25/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 $63.02/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

PFES: 50%SPHD: 50%
100% SPHD50/50100% PFES
Portfolio after 10yr
$26.1K
Annual income
$530.30/yr
Blended yield
2.03%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PFES buys
0
SPHD buys
0
No recent congressional trades found for PFES or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPFESSPHD
Forward yield3.85%4.30%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.7K$26.5K
Annual income after 10y$493.23$567.37
Total dividends collected$4.4K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPFES PortfolioPFES Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,085$385.13$11,130$430.50$45.00SPHD
2$12,260$399.00$12,357$447.82$97.00SPHD
3$13,531$412.42$13,687$464.65$156.00SPHD
4$14,903$425.38$15,126$480.98$223.00SPHD
5$16,384$437.88$16,682$496.78$298.00SPHD
6$17,981$449.91$18,362$512.03$381.00SPHD
7$19,701$461.45$20,174$526.72$473.00SPHD
8$21,553$472.52$22,127$540.84$574.00SPHD
9$23,545$483.11$24,230$554.39$685.00SPHD
10$25,686$493.23$26,493$567.37$807.00SPHD

PFES vs SPHD: Complete Analysis 2026

PFESStock

Under normal market circumstances, the adviser will maintain at least 80% exposure to financial instruments that provide two times inverse leveraged exposure to the daily performance of PFE. The fund is an actively-managed ETF that seeks to achieve on a daily basis, before fees and expenses, -200% performance of PFE for a single day, not for any other period, by entering into one or more swap agreements on PFE. The fund is non-diversified.

Full PFES 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.