HomeComparePRMTX vs SPHD

PRMTX vs SPHD: Dividend Comparison 2026

PRMTX yields 27.12% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PRMTX wins by $85.4K in total portfolio value
10 years
PRMTX
PRMTX
● Live price
27.12%
Share price
$122.22
Annual div
$33.15
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$111.9K
Annual income
$13,563.07
Full PRMTX 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 — PRMTX vs SPHD

📍 PRMTX 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 PeriodPRMTXSPHD
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, PRMTX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PRMTX
Annual income on $10K today (after 15% tax)
$2,305.23/yr
After 10yr DRIP, annual income (after tax)
$11,528.61/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, PRMTX beats the other by $11,042.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PRMTX: 50%SPHD: 50%
100% SPHD50/50100% PRMTX
Portfolio after 10yr
$69.2K
Annual income
$7,067.19/yr
Blended yield
10.21%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PRMTX buys
0
SPHD buys
0
No recent congressional trades found for PRMTX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPRMTXSPHD
Forward yield27.12%4.33%
Annual dividend / share$33.15$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$111.9K$26.5K
Annual income after 10y$13,563.07$571.32
Total dividends collected$73.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPRMTX PortfolioPRMTX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$13,412$2,712.04$11,133$432.85+$2.3KPRMTX
2$17,750$3,399.43$12,363$450.36+$5.4KPRMTX
3$23,198$4,204.69$13,695$467.39+$9.5KPRMTX
4$29,957$5,135.53$15,138$483.90+$14.8KPRMTX
5$38,252$6,198.08$16,697$499.88+$21.6KPRMTX
6$48,326$7,396.56$18,382$515.31+$29.9KPRMTX
7$60,442$8,733.23$20,198$530.17+$40.2KPRMTX
8$74,881$10,208.20$22,157$544.46+$52.7KPRMTX
9$91,943$11,819.49$24,266$558.18+$67.7KPRMTX
10$111,942$13,563.07$26,536$571.32+$85.4KPRMTX

PRMTX vs SPHD: Complete Analysis 2026

PRMTXStock

The investment seeks to provide long-term capital growth. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in securities of communications and technology companies. The portfolio manager may use both growth and value approaches to stock selection. The fund's portfolio may hold stocks of either U.S. or non-U.S. companies, and may at times consist of a relatively small number of holdings. It is non-diversified.

Full PRMTX 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 PRMTX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

PRMTX vs SCHDPRMTX vs JEPIPRMTX vs OPRMTX vs KOPRMTX 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.