HomeComparePFPWX vs SPHD

PFPWX vs SPHD: Dividend Comparison 2026

PFPWX yields 12.51% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PFPWX wins by $19.1K in total portfolio value
10 years
PFPWX
PFPWX
● Live price
12.51%
Share price
$54.97
Annual div
$6.87
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.6K
Annual income
$2,725.48
Full PFPWX 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 — PFPWX vs SPHD

📍 PFPWX 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 PeriodPFPWXSPHD
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, PFPWX + SPHD cover 0 of 12 monthsgood coverage

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

PFPWX
Annual income on $10K today (after 15% tax)
$1,062.99/yr
After 10yr DRIP, annual income (after tax)
$2,316.66/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, PFPWX beats the other by $1,834.39/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 PFPWX + SPHD for your $10,000?

PFPWX: 50%SPHD: 50%
100% SPHD50/50100% PFPWX
Portfolio after 10yr
$36.0K
Annual income
$1,646.42/yr
Blended yield
4.57%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PFPWX buys
0
SPHD buys
0
No recent congressional trades found for PFPWX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPFPWXSPHD
Forward yield12.51%4.30%
Annual dividend / share$6.87$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$45.6K$26.5K
Annual income after 10y$2,725.48$567.37
Total dividends collected$19.7K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPFPWX PortfolioPFPWX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,951$1,250.57$11,130$430.50+$821.00PFPWX
2$14,184$1,396.73$12,357$447.82+$1.8KPFPWX
3$16,726$1,549.30$13,687$464.65+$3.0KPFPWX
4$19,604$1,707.46$15,126$480.98+$4.5KPFPWX
5$22,847$1,870.36$16,682$496.78+$6.2KPFPWX
6$26,483$2,037.13$18,362$512.03+$8.1KPFPWX
7$30,544$2,206.89$20,174$526.72+$10.4KPFPWX
8$35,061$2,378.76$22,127$540.84+$12.9KPFPWX
9$40,067$2,551.89$24,230$554.39+$15.8KPFPWX
10$45,597$2,725.48$26,493$567.37+$19.1KPFPWX

PFPWX vs SPHD: Complete Analysis 2026

PFPWXStock

The fund's objective is to achieve capital appreciation by investing primarily in a diversified portfolio of equity securities. Equity securities include common and preferred stock. These companies must, in the adviser's opinion, be undervalued, but they must also have good prospects for long-term capital appreciation over the course of the expected holding period.

Full PFPWX 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.