HomeComparePRDSX vs SPHD

PRDSX vs SPHD: Dividend Comparison 2026

PRDSX yields 6.66% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PRDSX wins by $4.5K in total portfolio value
10 years
PRDSX
PRDSX
● Live price
6.66%
Share price
$42.58
Annual div
$2.83
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.1K
Annual income
$1,016.45
Full PRDSX 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 — PRDSX vs SPHD

📍 PRDSX 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 PeriodPRDSXSPHD
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, PRDSX + SPHD cover 0 of 12 monthsgood coverage

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

PRDSX
Annual income on $10K today (after 15% tax)
$565.81/yr
After 10yr DRIP, annual income (after tax)
$863.98/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, PRDSX beats the other by $378.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PRDSX: 50%SPHD: 50%
100% SPHD50/50100% PRDSX
Portfolio after 10yr
$28.8K
Annual income
$793.88/yr
Blended yield
2.76%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PRDSX buys
0
SPHD buys
0
No recent congressional trades found for PRDSX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPRDSXSPHD
Forward yield6.66%4.33%
Annual dividend / share$2.83$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.1K$26.5K
Annual income after 10y$1,016.45$571.32
Total dividends collected$8.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPRDSX PortfolioPRDSX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,366$665.66$11,133$432.85+$233.00PRDSX
2$12,868$707.08$12,363$450.36+$505.00PRDSX
3$14,517$748.19$13,695$467.39+$822.00PRDSX
4$16,322$788.84$15,138$483.90+$1.2KPRDSX
5$18,294$828.90$16,697$499.88+$1.6KPRDSX
6$20,443$868.24$18,382$515.31+$2.1KPRDSX
7$22,780$906.75$20,198$530.17+$2.6KPRDSX
8$25,319$944.34$22,157$544.46+$3.2KPRDSX
9$28,073$980.93$24,266$558.18+$3.8KPRDSX
10$31,054$1,016.45$26,536$571.32+$4.5KPRDSX

PRDSX vs SPHD: Complete Analysis 2026

PRDSXStock

The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in equity securities issued by small-cap U.S. growth companies. While most assets will typically be invested in U.S. equity securities, the fund may invest up to 10% of its total assets in foreign securities, including securities of emerging market issuers.

Full PRDSX 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.