HomeComparePJEZX vs SPHD

PJEZX vs SPHD: Dividend Comparison 2026

PJEZX yields 1.88% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $4.1K in total portfolio value
10 years
PJEZX
PJEZX
● Live price
1.88%
Share price
$16.46
Annual div
$0.31
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.4K
Annual income
$212.08
Full PJEZX 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 — PJEZX 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 PeriodPJEZXSPHD
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, PJEZX + SPHD cover 0 of 12 monthsgood coverage

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

PJEZX
Annual income on $10K today (after 15% tax)
$159.64/yr
After 10yr DRIP, annual income (after tax)
$180.27/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 $302.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PJEZX: 50%SPHD: 50%
100% SPHD50/50100% PJEZX
Portfolio after 10yr
$24.5K
Annual income
$389.72/yr
Blended yield
1.59%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PJEZX buys
0
SPHD buys
0
No recent congressional trades found for PJEZX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPJEZXSPHD
Forward yield1.88%4.30%
Annual dividend / share$0.31$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.4K$26.5K
Annual income after 10y$212.08$567.37
Total dividends collected$2.0K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPJEZX PortfolioPJEZX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,888$187.81$11,130$430.50$242.00SPHD
2$11,841$191.11$12,357$447.82$516.00SPHD
3$12,864$194.24$13,687$464.65$823.00SPHD
4$13,962$197.22$15,126$480.98$1.2KSPHD
5$15,139$200.05$16,682$496.78$1.5KSPHD
6$16,402$202.73$18,362$512.03$2.0KSPHD
7$17,755$205.26$20,174$526.72$2.4KSPHD
8$19,206$207.66$22,127$540.84$2.9KSPHD
9$20,760$209.93$24,230$554.39$3.5KSPHD
10$22,425$212.08$26,493$567.37$4.1KSPHD

PJEZX vs SPHD: Complete Analysis 2026

PJEZXStock

The fund normally invests at least 80% of its investable assets (net assets plus any borrowings made for investment purposes) in the equity-related securities of real estate companies operating in the United States, principally real estate investment trusts (REITs) and other real estate securities. It may invest up to 20% of its investable assets in other securities, including equity-related securities of foreign real estate companies. It is non-diversified.

Full PJEZX 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.