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PFGGX vs SPHD: Dividend Comparison 2026

PFGGX yields 8.22% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PFGGX wins by $8.0K in total portfolio value
10 years
PFGGX
PFGGX
● Live price
8.22%
Share price
$12.75
Annual div
$1.05
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.5K
Annual income
$1,382.24
Full PFGGX 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 — PFGGX vs SPHD

📍 PFGGX 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 PeriodPFGGXSPHD
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, PFGGX + SPHD cover 0 of 12 monthsgood coverage

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

PFGGX
Annual income on $10K today (after 15% tax)
$698.67/yr
After 10yr DRIP, annual income (after tax)
$1,174.90/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, PFGGX beats the other by $692.64/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PFGGX: 50%SPHD: 50%
100% SPHD50/50100% PFGGX
Portfolio after 10yr
$30.5K
Annual income
$974.80/yr
Blended yield
3.20%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PFGGX buys
0
SPHD buys
0
No recent congressional trades found for PFGGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPFGGXSPHD
Forward yield8.22%4.30%
Annual dividend / share$1.05$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.5K$26.5K
Annual income after 10y$1,382.24$567.37
Total dividends collected$11.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPFGGX PortfolioPFGGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,522$821.96$11,130$430.50+$392.00PFGGX
2$13,214$885.10$12,357$447.82+$857.00PFGGX
3$15,087$948.65$13,687$464.65+$1.4KPFGGX
4$17,156$1,012.30$15,126$480.98+$2.0KPFGGX
5$19,432$1,075.78$16,682$496.78+$2.8KPFGGX
6$21,931$1,138.82$18,362$512.03+$3.6KPFGGX
7$24,668$1,201.20$20,174$526.72+$4.5KPFGGX
8$27,657$1,262.68$22,127$540.84+$5.5KPFGGX
9$30,916$1,323.09$24,230$554.39+$6.7KPFGGX
10$34,463$1,382.24$26,493$567.37+$8.0KPFGGX

PFGGX vs SPHD: Complete Analysis 2026

PFGGXStock

Under normal market circumstances, the fund invests approximately 50% of its assets in American underlying funds and Other underlying funds that invest solely in U.S. equity securities, with a focus on companies with sound fundamentals, indicative of long-term growth, as well as in potential turnaround situations. The Adviser utilizes RiskPro to manage its volatility as a whole, and to assess the impact of the fund's investment in American underlying funds other underlying funds.

Full PFGGX 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.