HomeComparePMEGX vs SPHD

PMEGX vs SPHD: Dividend Comparison 2026

PMEGX yields 21.98% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PMEGX wins by $55.9K in total portfolio value
10 years
PMEGX
PMEGX
● Live price
21.98%
Share price
$49.73
Annual div
$10.93
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$82.4K
Annual income
$8,283.98
Full PMEGX 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 — PMEGX vs SPHD

📍 PMEGX 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 PeriodPMEGXSPHD
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, PMEGX + SPHD cover 0 of 12 monthsgood coverage

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

PMEGX
Annual income on $10K today (after 15% tax)
$1,868.65/yr
After 10yr DRIP, annual income (after tax)
$7,041.38/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, PMEGX beats the other by $6,559.12/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PMEGX: 50%SPHD: 50%
100% SPHD50/50100% PMEGX
Portfolio after 10yr
$54.5K
Annual income
$4,425.67/yr
Blended yield
8.13%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PMEGX buys
0
SPHD buys
0
No recent congressional trades found for PMEGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPMEGXSPHD
Forward yield21.98%4.30%
Annual dividend / share$10.93$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$82.4K$26.5K
Annual income after 10y$8,283.98$567.37
Total dividends collected$49.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPMEGX PortfolioPMEGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,898$2,198.41$11,130$430.50+$1.8KPMEGX
2$16,451$2,650.09$12,357$447.82+$4.1KPMEGX
3$20,762$3,158.96$13,687$464.65+$7.1KPMEGX
4$25,941$3,725.85$15,126$480.98+$10.8KPMEGX
5$32,108$4,350.74$16,682$496.78+$15.4KPMEGX
6$39,388$5,032.69$18,362$512.03+$21.0KPMEGX
7$47,915$5,769.93$20,174$526.72+$27.7KPMEGX
8$57,829$6,559.86$22,127$540.84+$35.7KPMEGX
9$69,276$7,399.19$24,230$554.39+$45.0KPMEGX
10$82,410$8,283.98$26,493$567.37+$55.9KPMEGX

PMEGX vs SPHD: Complete Analysis 2026

PMEGXStock

The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in a diversified portfolio of common stocks of mid-cap companies whose earnings T. Rowe Price expects to grow at a faster rate than the average company. The advisor defines mid-cap companies as those whose market capitalization (number of shares outstanding multiplied by share price) falls within the range of either the S&P MidCap 400® Index or the Russell Midcap® Growth Index.

Full PMEGX 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.