HomeComparePLFLX vs SPHD

PLFLX vs SPHD: Dividend Comparison 2026

PLFLX yields 6.85% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PLFLX wins by $4.9K in total portfolio value
10 years
PLFLX
PLFLX
● Live price
6.85%
Share price
$9.20
Annual div
$0.63
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.5K
Annual income
$1,059.17
Full PLFLX 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 — PLFLX vs SPHD

📍 PLFLX 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 PeriodPLFLXSPHD
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, PLFLX + SPHD cover 0 of 12 monthsgood coverage

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

PLFLX
Annual income on $10K today (after 15% tax)
$582.47/yr
After 10yr DRIP, annual income (after tax)
$900.29/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, PLFLX beats the other by $414.67/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PLFLX: 50%SPHD: 50%
100% SPHD50/50100% PLFLX
Portfolio after 10yr
$29.0K
Annual income
$815.24/yr
Blended yield
2.81%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PLFLX buys
0
SPHD buys
0
No recent congressional trades found for PLFLX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPLFLXSPHD
Forward yield6.85%4.33%
Annual dividend / share$0.63$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.5K$26.5K
Annual income after 10y$1,059.17$571.32
Total dividends collected$8.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPLFLX PortfolioPLFLX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,385$685.26$11,133$432.85+$252.00PLFLX
2$12,911$729.15$12,363$450.36+$548.00PLFLX
3$14,588$772.79$13,695$467.39+$893.00PLFLX
4$16,425$816.02$15,138$483.90+$1.3KPLFLX
5$18,434$858.68$16,697$499.88+$1.7KPLFLX
6$20,625$900.63$18,382$515.31+$2.2KPLFLX
7$23,010$941.75$20,198$530.17+$2.8KPLFLX
8$25,603$981.94$22,157$544.46+$3.4KPLFLX
9$28,416$1,021.11$24,266$558.18+$4.2KPLFLX
10$31,464$1,059.17$26,536$571.32+$4.9KPLFLX

PLFLX vs SPHD: Complete Analysis 2026

PLFLXStock

The investment seeks a high level of current income. 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 PLFLX 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.