HomeComparePLIDX vs SPHD

PLIDX vs SPHD: Dividend Comparison 2026

PLIDX yields 4.71% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PLIDX wins by $743.00 in total portfolio value
10 years
PLIDX
PLIDX
● Live price
4.71%
Share price
$9.64
Annual div
$0.45
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.2K
Annual income
$637.05
Full PLIDX 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 — PLIDX vs SPHD

📍 PLIDX 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 PeriodPLIDXSPHD
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, PLIDX + SPHD cover 0 of 12 monthsgood coverage

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

PLIDX
Annual income on $10K today (after 15% tax)
$400.47/yr
After 10yr DRIP, annual income (after tax)
$541.49/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, PLIDX beats the other by $59.23/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PLIDX: 50%SPHD: 50%
100% SPHD50/50100% PLIDX
Portfolio after 10yr
$26.9K
Annual income
$602.21/yr
Blended yield
2.24%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PLIDX buys
0
SPHD buys
0
No recent congressional trades found for PLIDX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPLIDXSPHD
Forward yield4.71%4.30%
Annual dividend / share$0.45$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.2K$26.5K
Annual income after 10y$637.05$567.37
Total dividends collected$5.6K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPLIDX PortfolioPLIDX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,171$471.14$11,130$430.50+$41.00PLIDX
2$12,445$491.89$12,357$447.82+$88.00PLIDX
3$13,828$512.13$13,687$464.65+$141.00PLIDX
4$15,328$531.82$15,126$480.98+$202.00PLIDX
5$16,952$550.94$16,682$496.78+$270.00PLIDX
6$18,708$569.45$18,362$512.03+$346.00PLIDX
7$20,605$587.32$20,174$526.72+$431.00PLIDX
8$22,652$604.56$22,127$540.84+$525.00PLIDX
9$24,859$621.13$24,230$554.39+$629.00PLIDX
10$27,236$637.05$26,493$567.37+$743.00PLIDX

PLIDX vs SPHD: Complete Analysis 2026

PLIDXStock

The fund invests principally in income producing debt instruments. It will generally invest at least 60% of its assets in investment grade debt instruments, including corporate debt securities, asset-backed securities, mortgage-related securities, U.S. government securities and agency securities. The fund may invest up to 40% of its assets in non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments and floating rate senior loans.

Full PLIDX 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.