HomeComparePJFZX vs SPHD

PJFZX vs SPHD: Dividend Comparison 2026

PJFZX yields 12.66% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PJFZX wins by $19.6K in total portfolio value
10 years
PJFZX
PJFZX
● Live price
12.66%
Share price
$63.83
Annual div
$8.08
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$46.0K
Annual income
$2,783.59
Full PJFZX 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 — PJFZX vs SPHD

📍 PJFZX 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 PeriodPJFZXSPHD
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, PJFZX + SPHD cover 0 of 12 monthsgood coverage

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

PJFZX
Annual income on $10K today (after 15% tax)
$1,075.88/yr
After 10yr DRIP, annual income (after tax)
$2,366.05/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, PJFZX beats the other by $1,883.79/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 PJFZX + SPHD for your $10,000?

PJFZX: 50%SPHD: 50%
100% SPHD50/50100% PJFZX
Portfolio after 10yr
$36.3K
Annual income
$1,675.47/yr
Blended yield
4.62%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PJFZX buys
0
SPHD buys
0
No recent congressional trades found for PJFZX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPJFZXSPHD
Forward yield12.66%4.30%
Annual dividend / share$8.08$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$46.0K$26.5K
Annual income after 10y$2,783.59$567.37
Total dividends collected$20.0K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPJFZX PortfolioPJFZX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,966$1,265.74$11,130$430.50+$836.00PJFZX
2$14,219$1,415.47$12,357$447.82+$1.9KPJFZX
3$16,786$1,571.96$13,687$464.65+$3.1KPJFZX
4$19,696$1,734.38$15,126$480.98+$4.6KPJFZX
5$22,976$1,901.86$16,682$496.78+$6.3KPJFZX
6$26,658$2,073.49$18,362$512.03+$8.3KPJFZX
7$30,772$2,248.37$20,174$526.72+$10.6KPJFZX
8$35,352$2,425.60$22,127$540.84+$13.2KPJFZX
9$40,431$2,604.29$24,230$554.39+$16.2KPJFZX
10$46,045$2,783.59$26,493$567.37+$19.6KPJFZX

PJFZX vs SPHD: Complete Analysis 2026

PJFZXStock

The fund normally invests at least 65% of its total assets in equity and equity-related securities of companies that exceed $1 billion in market capitalization and that the manager believes have above-average growth prospects. These companies are generally considered medium- to large-capitalization companies. Equity-related securities in which the fund primarily invests are common stocks, nonconvertible preferred stocks and convertible securities.

Full PJFZX 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.