HomeComparePJOQX vs SPHD

PJOQX vs SPHD: Dividend Comparison 2026

PJOQX yields 8.82% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PJOQX wins by $9.4K in total portfolio value
10 years
PJOQX
PJOQX
● Live price
8.82%
Share price
$23.47
Annual div
$2.07
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.9K
Annual income
$1,539.54
Full PJOQX 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 — PJOQX vs SPHD

📍 PJOQX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodPJOQXSPHD
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%.
📅

Dividend Calendar Overlap

Combined, PJOQX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
PJOQX pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

PJOQX
Annual income on $10K today (after 15% tax)
$749.94/yr
After 10yr DRIP, annual income (after tax)
$1,308.61/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, PJOQX beats the other by $826.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PJOQX: 50%SPHD: 50%
100% SPHD50/50100% PJOQX
Portfolio after 10yr
$31.2K
Annual income
$1,053.45/yr
Blended yield
3.38%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PJOQX buys
0
SPHD buys
0
No recent congressional trades found for PJOQX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPJOQXSPHD
Forward yield8.82%4.30%
Annual dividend / share$2.07$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.9K$26.5K
Annual income after 10y$1,539.54$567.37
Total dividends collected$12.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPJOQX PortfolioPJOQX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,582$882.28$11,130$430.50+$452.00PJOQX
2$13,348$955.03$12,357$447.82+$991.00PJOQX
3$15,311$1,028.63$13,687$464.65+$1.6KPJOQX
4$17,486$1,102.71$15,126$480.98+$2.4KPJOQX
5$19,886$1,176.94$16,682$496.78+$3.2KPJOQX
6$22,530$1,250.97$18,362$512.03+$4.2KPJOQX
7$25,431$1,324.52$20,174$526.72+$5.3KPJOQX
8$28,609$1,397.29$22,127$540.84+$6.5KPJOQX
9$32,080$1,469.04$24,230$554.39+$7.8KPJOQX
10$35,865$1,539.54$26,493$567.37+$9.4KPJOQX

PJOQX vs SPHD: Complete Analysis 2026

PJOQXStock

The investment seeks long-term growth of capital. The fund invests, under normal market conditions, at least 80% of its investable assets in equity and equity-related securities. It seeks to achieve its investment objective by investing, under normal circumstances, in companies that are undervalued compared to their perceived worth (value companies).

Full PJOQX 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 →
📬

Get this PJOQX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

PJOQX vs SCHDPJOQX vs JEPIPJOQX vs OPJOQX vs KOPJOQX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.