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PSHZF vs PEP: Dividend Comparison 2026

PSHZF yields 1.58% · PEP yields 3.69%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PSHZF wins by $17.8K in total portfolio value
10 years
PSHZF
PSHZF
● Live price
1.58%
Share price
$53.60
Annual div
$0.85
5Y div CAGR
35.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.3K
Annual income
$5,682.18
Full PSHZF calculator →
PEP
PepsiCo Inc.
● Live price
3.69%
Share price
$146.80
Annual div
$5.42
5Y div CAGR
6.7%
Payout ratio
72%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.5K
Annual income
$1,034.52
Full PEP calculator →

Portfolio growth — PSHZF vs PEP

📍 PSHZF 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 PeriodPSHZFPEP
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, PSHZF + PEP cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
PSHZF pays
PEP pays
Both pay
Neither
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Tax Bracket Optimizer

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

PSHZF
Annual income on $10K today (after 15% tax)
$134.49/yr
After 10yr DRIP, annual income (after tax)
$4,829.85/yr
PEP
Annual income on $10K today (after 15% tax)
$313.83/yr
After 10yr DRIP, annual income (after tax)
$879.34/yr
At 15% tax rate, PSHZF beats the other by $3,950.51/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 PSHZF + PEP for your $10,000?

PSHZF: 50%PEP: 50%
100% PEP50/50100% PSHZF
Portfolio after 10yr
$30.4K
Annual income
$3,358.35/yr
Blended yield
11.05%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

PSHZF
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
3.9
Piotroski
5/9
PEP
Analyst Ratings
1
Strong
15
Buy
27
Hold
1
Sell
Consensus: Hold
Price Target
$172.43
+17.5% upside vs current
Range: $156.00 — $191.00
Altman Z
3.6
Piotroski
7/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PSHZF buys
0
PEP buys
0
No recent congressional trades found for PSHZF or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPSHZFPEP
Forward yield1.58%3.69%
Annual dividend / share$0.85$5.42
Payout ratio50%72%
1-year div growth0%7.1%
5-year div CAGR35.6%6.7%
Portfolio after 10y$39.3K$21.5K
Annual income after 10y$5,682.18$1,034.52
Total dividends collected$17.0K$6.6K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples
Analyst consensusBuyHold

Year-by-year: PSHZF vs PEP ($10,000, DRIP)

YearPSHZF PortfolioPSHZF Income/yrPEP PortfolioPEP Income/yrGap
1← crossover$10,915$214.56$10,734$393.95+$181.00PSHZF
2$11,975$296.77$11,535$436.36+$440.00PSHZF
3$13,226$412.65$12,411$483.90+$815.00PSHZF
4$14,730$577.57$13,371$537.26+$1.4KPSHZF
5$16,576$815.15$14,422$597.26+$2.2KPSHZF
6$18,899$1,162.52$15,578$664.81+$3.3KPSHZF
7$21,901$1,679.70$16,848$740.97+$5.1KPSHZF
8$25,901$2,466.86$18,248$826.99+$7.7KPSHZF
9$31,412$3,697.18$19,793$924.28+$11.6KPSHZF
10$39,293$5,682.18$21,500$1,034.52+$17.8KPSHZF

PSHZF vs PEP: Complete Analysis 2026

PSHZFStock

Pershing Square Holdings, Ltd. is a closed-ended balanced hedge fund launched and managed by Pershing Square Capital Management, L.P. It invests in public equity and fixed income markets across the globe. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value stocks of companies. For its fixed income portion, the fund primarily invests in convertible securities and debt securities. It also invests through derivatives. The fund employs long/short strategy to create its portfolio. It benchmarks the performance of its portfolio against the S&P 500 Index and HFRX Global Hedge Fund Index. Pershing Square Holdings, Ltd. was formed on February 2, 2012 and is domiciled in Guernsey.

Full PSHZF Calculator →

PEPConsumer Staples

PepsiCo is a Dividend King with 52+ consecutive years of increases. Its diversified portfolio spans beverages and snacks via brands including Pepsi, Gatorade, Lay's, and Quaker. Snack food exposure provides more stable volumes than pure beverages. International expansion in emerging markets drives long-term growth.

Full PEP 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.