HomeComparePPTTF vs SPHD

PPTTF vs SPHD: Dividend Comparison 2026

PPTTF yields 6.80% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $5.7K in total portfolio value
10 years
PPTTF
PPTTF
● Live price
6.80%
Share price
$11.40
Annual div
$0.78
5Y div CAGR
-49.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.9K
Annual income
$0.73
Full PPTTF 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 — PPTTF vs SPHD

📍 SPHD 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 PeriodPPTTFSPHD
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, PPTTF + SPHD cover 0 of 12 monthsgood coverage

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

PPTTF
Annual income on $10K today (after 15% tax)
$578.25/yr
After 10yr DRIP, annual income (after tax)
$0.62/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, SPHD beats the other by $485.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PPTTF: 50%SPHD: 50%
100% SPHD50/50100% PPTTF
Portfolio after 10yr
$23.7K
Annual income
$286.03/yr
Blended yield
1.21%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PPTTF buys
0
SPHD buys
0
No recent congressional trades found for PPTTF or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPPTTFSPHD
Forward yield6.80%4.33%
Annual dividend / share$0.78$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-49.8%0%
Portfolio after 10y$20.9K$26.5K
Annual income after 10y$0.73$571.32
Total dividends collected$700.00$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPPTTF PortfolioPPTTF Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,042$341.51$11,133$432.85$91.00SPHD
2$11,991$176.91$12,363$450.36$372.00SPHD
3$12,921$90.14$13,695$467.39$774.00SPHD
4$13,871$45.57$15,138$483.90$1.3KSPHD
5$14,865$22.95$16,697$499.88$1.8KSPHD
6$15,917$11.54$18,382$515.31$2.5KSPHD
7$17,037$5.80$20,198$530.17$3.2KSPHD
8$18,232$2.91$22,157$544.46$3.9KSPHD
9$19,510$1.46$24,266$558.18$4.8KSPHD
10$20,877$0.73$26,536$571.32$5.7KSPHD

PPTTF vs SPHD: Complete Analysis 2026

PPTTFStock

Perpetual Limited is a publicly owned investment manager. The firm offers a range of financial products and services in Australia. The company provides funds management, portfolio management, financial planning, trustee, responsible entity and compliance services, executor services, investment administration and custody services, and mortgage processing services. It offers investment capabilities across a range of asset classes, including Australian and global equities, mortgages, cash and fixed interest, and Australian listed property. The company also provides specialist direct-to-client financial services for high net worth individuals that include fiduciary services, such as trust advice and services, custodial solutions, estate planning, estate administration, and executorial services; independent financial advice services with specialist and 'do-it-yourself' superannuation offerings; and philanthropic services. In addition, it offers corporate trustee and transaction support services, including trustee services for mortgage backed and other securitization programs for major banks and non-bank financial institutions; mortgage services, including mortgage preparations, variations and discharges; post settlement servicing; regulatory compliance services for fund managers; custody, unit registry, and accounting services for property and mortgage funds; and trusteeships for corporate debt issues and infrastructure projects. The company was founded in 1886 and is based in Sydney, Australia with additional offices in Adelaide, Brisbane, Canberra, Melbourne and Perth.

Full PPTTF 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.