HomeComparePRUIX vs SPHD

PRUIX vs SPHD: Dividend Comparison 2026

PRUIX yields 2.05% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $3.8K in total portfolio value
10 years
PRUIX
PRUIX
● Live price
2.05%
Share price
$164.61
Annual div
$3.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$234.42
Full PRUIX 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 — PRUIX 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 PeriodPRUIXSPHD
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, PRUIX + SPHD cover 0 of 12 monthsgood coverage

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

PRUIX
Annual income on $10K today (after 15% tax)
$174.49/yr
After 10yr DRIP, annual income (after tax)
$199.26/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 $286.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PRUIX: 50%SPHD: 50%
100% SPHD50/50100% PRUIX
Portfolio after 10yr
$24.6K
Annual income
$402.87/yr
Blended yield
1.64%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PRUIX buys
0
SPHD buys
0
No recent congressional trades found for PRUIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPRUIXSPHD
Forward yield2.05%4.33%
Annual dividend / share$3.38$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.7K$26.5K
Annual income after 10y$234.42$571.32
Total dividends collected$2.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPRUIX PortfolioPRUIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,905$205.29$11,133$432.85$228.00SPHD
2$11,878$209.22$12,363$450.36$485.00SPHD
3$12,922$212.98$13,695$467.39$773.00SPHD
4$14,043$216.54$15,138$483.90$1.1KSPHD
5$15,246$219.94$16,697$499.88$1.5KSPHD
6$16,537$223.15$18,382$515.31$1.8KSPHD
7$17,921$226.21$20,198$530.17$2.3KSPHD
8$19,404$229.10$22,157$544.46$2.8KSPHD
9$20,994$231.84$24,266$558.18$3.3KSPHD
10$22,698$234.42$26,536$571.32$3.8KSPHD

PRUIX vs SPHD: Complete Analysis 2026

PRUIXStock

The advisor attempts to track the investment return of large-capitalization U.S. stocks by seeking to track the performance of its benchmark index, the S&P 500. Under normal conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks that are included in its benchmark index.

Full PRUIX 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.