HomeComparePLAN vs SPHD

PLAN vs SPHD: Dividend Comparison 2026

PLAN yields 3.14% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $2.1K in total portfolio value
10 years
PLAN
PLAN
● Live price
3.14%
Share price
$63.73
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.5K
Annual income
$384.11
Full PLAN calculator →
SPHD
SPHD
● Live price
4.33%
Share price
$49.34
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$571.32
Full SPHD calculator →

Portfolio growth — PLAN 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 PeriodPLANSPHD
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, PLAN + SPHD cover 0 of 12 monthsgood coverage

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

PLAN
Annual income on $10K today (after 15% tax)
$266.75/yr
After 10yr DRIP, annual income (after tax)
$326.49/yr
SPHD
Annual income on $10K today (after 15% tax)
$367.92/yr
After 10yr DRIP, annual income (after tax)
$485.62/yr
At 15% tax rate, SPHD beats the other by $159.13/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 PLAN + SPHD for your $10,000?

PLAN: 50%SPHD: 50%
100% SPHD50/50100% PLAN
Portfolio after 10yr
$25.5K
Annual income
$477.72/yr
Blended yield
1.87%
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Analyst Conviction Gap

Where Wall Street is most bullish on PLAN right now

PLAN
Analyst Ratings
1
Buy
3
Hold
Consensus: Hold
Price Target
$63.63
-0.2% upside vs current
Range: $48.00 — $88.00
Altman Z
9.2
Piotroski
3/9
SPHD
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PLAN buys
0
SPHD buys
0
PoliticianChamberTickerTypeAmountDate
Chris Jacobs🏢 House$PLAN▼ Sell$1,001 - $15,0002022-06-16
Chris Jacobs🏢 House$PLAN▼ Sell$1,001 - $15,0002022-04-11
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPLANSPHD
Forward yield3.14%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.5K$26.5K
Annual income after 10y$384.11$571.32
Total dividends collected$3.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPLAN PortfolioPLAN Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,014$313.82$11,133$432.85$119.00SPHD
2$12,108$323.03$12,363$450.36$255.00SPHD
3$13,287$331.88$13,695$467.39$408.00SPHD
4$14,558$340.38$15,138$483.90$580.00SPHD
5$15,925$348.53$16,697$499.88$772.00SPHD
6$17,396$356.33$18,382$515.31$986.00SPHD
7$18,978$363.78$20,198$530.17$1.2KSPHD
8$20,677$370.89$22,157$544.46$1.5KSPHD
9$22,502$377.67$24,266$558.18$1.8KSPHD
10$24,462$384.11$26,536$571.32$2.1KSPHD

PLAN vs SPHD: Complete Analysis 2026

PLANStock

Anaplan, Inc. provides a cloud-based connected planning platform to connect organizations and people in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Its platform in-memory data storage and calculation capabilities deliver calculations of data in real time and provide a single source of information for planning, ensuring the consistency, quality, and integrity of the data utilized across the enterprise. The company delivers its application over the Internet as a subscription service using a software-as-a-service model, as well as offers professional services related to implementing and supporting its application. It serves banking, capital markets, consumer products, healthcare, insurance, life science, media, professional services, retail, technology, telecom, and transportation industries, as well as government agencies. Anaplan, Inc. was founded in 2008 and is headquartered in San Francisco, California.

Full PLAN 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.