HomeComparePRGSX vs SPHD

PRGSX vs SPHD: Dividend Comparison 2026

PRGSX yields 10.26% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PRGSX wins by $12.9K in total portfolio value
10 years
PRGSX
PRGSX
● Live price
10.26%
Share price
$65.04
Annual div
$6.67
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.4K
Annual income
$1,954.26
Full PRGSX 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 — PRGSX vs SPHD

📍 PRGSX 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 PeriodPRGSXSPHD
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, PRGSX + SPHD cover 0 of 12 monthsgood coverage

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

PRGSX
Annual income on $10K today (after 15% tax)
$872.20/yr
After 10yr DRIP, annual income (after tax)
$1,661.12/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, PRGSX beats the other by $1,175.50/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

PRGSX: 50%SPHD: 50%
100% SPHD50/50100% PRGSX
Portfolio after 10yr
$33.0K
Annual income
$1,262.79/yr
Blended yield
3.83%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PRGSX buys
0
SPHD buys
0
No recent congressional trades found for PRGSX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPRGSXSPHD
Forward yield10.26%4.33%
Annual dividend / share$6.67$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$39.4K$26.5K
Annual income after 10y$1,954.26$571.32
Total dividends collected$14.9K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPRGSX PortfolioPRGSX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,726$1,026.12$11,133$432.85+$593.00PRGSX
2$13,671$1,124.53$12,363$450.36+$1.3KPRGSX
3$15,854$1,225.31$13,695$467.39+$2.2KPRGSX
4$18,292$1,327.95$15,138$483.90+$3.2KPRGSX
5$21,004$1,431.90$16,697$499.88+$4.3KPRGSX
6$24,011$1,536.66$18,382$515.31+$5.6KPRGSX
7$27,333$1,641.73$20,198$530.17+$7.1KPRGSX
8$30,993$1,746.64$22,157$544.46+$8.8KPRGSX
9$35,014$1,850.95$24,266$558.18+$10.7KPRGSX
10$39,419$1,954.26$26,536$571.32+$12.9KPRGSX

PRGSX vs SPHD: Complete Analysis 2026

PRGSXStock

The fund seeks to be broadly diversified by investing in a variety of industries in developed and, to a lesser extent, emerging markets. It normally invests in at least five countries, one of which is the U.S. Under normal conditions, at least 80% of the fund's net assets (including any borrowings for investment purposes) will be invested in stocks and at least 40% of the fund's net assets will be invested in stocks of companies outside the U.S.

Full PRGSX 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.