HomeComparePSIAX vs SPHD

PSIAX vs SPHD: Dividend Comparison 2026

PSIAX yields 8.82% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PSIAX wins by $9.4K in total portfolio value
10 years
PSIAX
PSIAX
● Live price
8.82%
Share price
$45.01
Annual div
$3.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.9K
Annual income
$1,539.95
Full PSIAX calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — PSIAX vs SPHD

📍 PSIAX 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 PeriodPSIAXSPHD
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, PSIAX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PSIAX
Annual income on $10K today (after 15% tax)
$750.07/yr
After 10yr DRIP, annual income (after tax)
$1,308.96/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, PSIAX beats the other by $826.69/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PSIAX: 50%SPHD: 50%
100% SPHD50/50100% PSIAX
Portfolio after 10yr
$31.2K
Annual income
$1,053.66/yr
Blended yield
3.38%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PSIAX buys
0
SPHD buys
0
No recent congressional trades found for PSIAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPSIAXSPHD
Forward yield8.82%4.30%
Annual dividend / share$3.97$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.9K$26.5K
Annual income after 10y$1,539.95$567.37
Total dividends collected$12.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPSIAX PortfolioPSIAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,582$882.44$11,130$430.50+$452.00PSIAX
2$13,348$955.21$12,357$447.82+$991.00PSIAX
3$15,312$1,028.84$13,687$464.65+$1.6KPSIAX
4$17,486$1,102.95$15,126$480.98+$2.4KPSIAX
5$19,888$1,177.20$16,682$496.78+$3.2KPSIAX
6$22,531$1,251.26$18,362$512.03+$4.2KPSIAX
7$25,433$1,324.84$20,174$526.72+$5.3KPSIAX
8$28,611$1,397.64$22,127$540.84+$6.5KPSIAX
9$32,083$1,469.42$24,230$554.39+$7.9KPSIAX
10$35,869$1,539.95$26,493$567.37+$9.4KPSIAX

PSIAX vs SPHD: Complete Analysis 2026

PSIAXStock

The fund normally invests over 80% of its investable assets in securities included in the S&P 500 Index in approximately the same proportions as those of the index. The advisory attempts to replicate the security composition of the S&P 500 Index and employs a “passively managed”—or index—investment approach. The S&P 500 Index is an unmanaged index of over 500 stocks of large U.S. public companies.

Full PSIAX 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 PSIAX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

PSIAX vs SCHDPSIAX vs JEPIPSIAX vs OPSIAX vs KOPSIAX 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.