HomeComparePLIIX vs SPHD

PLIIX vs SPHD: Dividend Comparison 2026

PLIIX yields 4.38% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PLIIX wins by $141.00 in total portfolio value
10 years
PLIIX
PLIIX
● Live price
4.38%
Share price
$9.62
Annual div
$0.42
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.6K
Annual income
$580.43
Full PLIIX 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 — PLIIX vs SPHD

📍 PLIIX 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 PeriodPLIIXSPHD
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, PLIIX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PLIIX
Annual income on $10K today (after 15% tax)
$372.52/yr
After 10yr DRIP, annual income (after tax)
$493.37/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, PLIIX beats the other by $11.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PLIIX: 50%SPHD: 50%
100% SPHD50/50100% PLIIX
Portfolio after 10yr
$26.6K
Annual income
$573.89/yr
Blended yield
2.16%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PLIIX buys
0
SPHD buys
0
No recent congressional trades found for PLIIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPLIIXSPHD
Forward yield4.38%4.30%
Annual dividend / share$0.42$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.6K$26.5K
Annual income after 10y$580.43$567.37
Total dividends collected$5.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPLIIX PortfolioPLIIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,138$438.25$11,130$430.50+$8.00PLIIX
2$12,374$456.20$12,357$447.82+$17.00PLIIX
3$13,714$473.67$13,687$464.65+$27.00PLIIX
4$15,165$490.61$15,126$480.98+$39.00PLIIX
5$16,733$507.02$16,682$496.78+$51.00PLIIX
6$18,427$522.86$18,362$512.03+$65.00PLIIX
7$20,255$538.13$20,174$526.72+$81.00PLIIX
8$22,226$552.81$22,127$540.84+$99.00PLIIX
9$24,349$566.91$24,230$554.39+$119.00PLIIX
10$26,634$580.43$26,493$567.37+$141.00PLIIX

PLIIX vs SPHD: Complete Analysis 2026

PLIIXStock

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 PLIIX 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 PLIIX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

PLIIX vs SCHDPLIIX vs JEPIPLIIX vs OPLIIX vs KOPLIIX 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.