HomeComparePLFDX vs SPHD

PLFDX vs SPHD: Dividend Comparison 2026

PLFDX yields 7.12% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PLFDX wins by $5.5K in total portfolio value
10 years
PLFDX
PLFDX
● Live price
7.12%
Share price
$9.22
Annual div
$0.66
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.0K
Annual income
$1,118.10
Full PLFDX 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 — PLFDX vs SPHD

📍 PLFDX 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 PeriodPLFDXSPHD
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, PLFDX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PLFDX
Annual income on $10K today (after 15% tax)
$604.91/yr
After 10yr DRIP, annual income (after tax)
$950.38/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, PLFDX beats the other by $464.76/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PLFDX: 50%SPHD: 50%
100% SPHD50/50100% PLFDX
Portfolio after 10yr
$29.3K
Annual income
$844.71/yr
Blended yield
2.88%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PLFDX buys
0
SPHD buys
0
No recent congressional trades found for PLFDX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPLFDXSPHD
Forward yield7.12%4.33%
Annual dividend / share$0.66$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$32.0K$26.5K
Annual income after 10y$1,118.10$571.32
Total dividends collected$9.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPLFDX PortfolioPLFDX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,412$711.66$11,133$432.85+$279.00PLFDX
2$12,969$758.99$12,363$450.36+$606.00PLFDX
3$14,684$806.17$13,695$467.39+$989.00PLFDX
4$16,564$853.00$15,138$483.90+$1.4KPLFDX
5$18,623$899.31$16,697$499.88+$1.9KPLFDX
6$20,872$944.95$18,382$515.31+$2.5KPLFDX
7$23,323$989.76$20,198$530.17+$3.1KPLFDX
8$25,989$1,033.62$22,157$544.46+$3.8KPLFDX
9$28,884$1,076.43$24,266$558.18+$4.6KPLFDX
10$32,024$1,118.10$26,536$571.32+$5.5KPLFDX

PLFDX vs SPHD: Complete Analysis 2026

PLFDXStock

The fund invests principally in income producing floating rate loans and floating rate debt securities. Under normal circumstances, it invests at least 80% of its assets in floating rate loans and floating rate debt securities. The fund may invest up to 25% of its assets in U.S. dollar denominated foreign investments, principally in developed markets. It may invest up to 20% of its assets in other types of debt instruments or securities including non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments.

Full PLFDX 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 PLFDX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

PLFDX vs SCHDPLFDX vs JEPIPLFDX vs OPLFDX vs KOPLFDX 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.