HomeComparePJIZX vs SPHD

PJIZX vs SPHD: Dividend Comparison 2026

PJIZX yields 9.79% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PJIZX wins by $11.7K in total portfolio value
10 years
PJIZX
PJIZX
● Live price
9.79%
Share price
$9.83
Annual div
$0.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.2K
Annual income
$1,811.89
Full PJIZX 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 — PJIZX vs SPHD

📍 PJIZX 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 PeriodPJIZXSPHD
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, PJIZX + SPHD cover 0 of 12 monthsgood coverage

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

PJIZX
Annual income on $10K today (after 15% tax)
$832.12/yr
After 10yr DRIP, annual income (after tax)
$1,540.11/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, PJIZX beats the other by $1,057.84/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PJIZX: 50%SPHD: 50%
100% SPHD50/50100% PJIZX
Portfolio after 10yr
$32.4K
Annual income
$1,189.63/yr
Blended yield
3.68%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PJIZX buys
0
SPHD buys
0
No recent congressional trades found for PJIZX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPJIZXSPHD
Forward yield9.79%4.30%
Annual dividend / share$0.96$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$38.2K$26.5K
Annual income after 10y$1,811.89$567.37
Total dividends collected$13.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPJIZX PortfolioPJIZX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,679$978.96$11,130$430.50+$549.00PJIZX
2$13,565$1,068.53$12,357$447.82+$1.2KPJIZX
3$15,674$1,159.90$13,687$464.65+$2.0KPJIZX
4$18,024$1,252.59$15,126$480.98+$2.9KPJIZX
5$20,632$1,346.13$16,682$496.78+$4.0KPJIZX
6$23,516$1,440.09$18,362$512.03+$5.2KPJIZX
7$26,697$1,534.03$20,174$526.72+$6.5KPJIZX
8$30,193$1,627.56$22,127$540.84+$8.1KPJIZX
9$34,027$1,720.29$24,230$554.39+$9.8KPJIZX
10$38,220$1,811.89$26,493$567.37+$11.7KPJIZX

PJIZX vs SPHD: Complete Analysis 2026

PJIZXStock

The fund normally invests at least 80% of its investable assets (net assets plus borrowings made for investment purposes) in common stock and preferred stock of foreign companies. The sub-adviser manages a portfolio that includes both growth and value stocks and seeks to outperform the general international equity market. The sub-adviser utilizes a combination of active stock selection and risk management based on a number of different factors and criteria, including growth potential, valuation,quality, liquidity and investment risk. It may invest a large portion of its assets in a single country or region.

Full PJIZX 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.