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PSOIX vs SPHD: Dividend Comparison 2026

PSOIX yields 5.47% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PSOIX wins by $2.1K in total portfolio value
10 years
PSOIX
PSOIX
● Live price
5.47%
Share price
$17.14
Annual div
$0.94
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.7K
Annual income
$775.40
Full PSOIX 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 — PSOIX vs SPHD

📍 PSOIX 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 PeriodPSOIXSPHD
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, PSOIX + SPHD cover 0 of 12 monthsgood coverage

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

PSOIX
Annual income on $10K today (after 15% tax)
$464.82/yr
After 10yr DRIP, annual income (after tax)
$659.09/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, PSOIX beats the other by $173.47/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PSOIX: 50%SPHD: 50%
100% SPHD50/50100% PSOIX
Portfolio after 10yr
$27.6K
Annual income
$673.36/yr
Blended yield
2.44%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PSOIX buys
0
SPHD buys
0
No recent congressional trades found for PSOIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPSOIXSPHD
Forward yield5.47%4.33%
Annual dividend / share$0.94$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.7K$26.5K
Annual income after 10y$775.40$571.32
Total dividends collected$6.7K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPSOIX PortfolioPSOIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,247$546.84$11,133$432.85+$114.00PSOIX
2$12,609$574.79$12,363$450.36+$246.00PSOIX
3$14,094$602.25$13,695$467.39+$399.00PSOIX
4$15,709$629.13$15,138$483.90+$571.00PSOIX
5$17,465$655.37$16,697$499.88+$768.00PSOIX
6$19,368$680.93$18,382$515.31+$986.00PSOIX
7$21,429$705.74$20,198$530.17+$1.2KPSOIX
8$23,659$729.77$22,157$544.46+$1.5KPSOIX
9$26,068$753.00$24,266$558.18+$1.8KPSOIX
10$28,669$775.40$26,536$571.32+$2.1KPSOIX

PSOIX vs SPHD: Complete Analysis 2026

PSOIXStock

Palmer Square Opportunistic Income Fund operates as a non-diversified, closed-end investment company. The fund's primary investment objective is to seek a high level of current income and secondary objective is long-term capital appreciation. It may invest in portfolio of investment grade as well as non-investment grade floating rate securities. The company was founded on May 1, 2014 and is headquartered in Mission Woods, KS.

Full PSOIX 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.