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PSPAX vs SPHD: Dividend Comparison 2026

PSPAX yields 24.16% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PSPAX wins by $67.4K in total portfolio value
10 years
PSPAX
PSPAX
● Live price
24.16%
Share price
$9.76
Annual div
$2.36
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$93.9K
Annual income
$10,275.10
Full PSPAX 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 — PSPAX vs SPHD

📍 PSPAX 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 PeriodPSPAXSPHD
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, PSPAX + SPHD cover 0 of 12 monthsgood coverage

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

PSPAX
Annual income on $10K today (after 15% tax)
$2,053.59/yr
After 10yr DRIP, annual income (after tax)
$8,733.84/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, PSPAX beats the other by $8,251.57/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PSPAX: 50%SPHD: 50%
100% SPHD50/50100% PSPAX
Portfolio after 10yr
$60.2K
Annual income
$5,421.23/yr
Blended yield
9.00%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PSPAX buys
0
SPHD buys
0
No recent congressional trades found for PSPAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPSPAXSPHD
Forward yield24.16%4.30%
Annual dividend / share$2.36$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$93.9K$26.5K
Annual income after 10y$10,275.10$567.37
Total dividends collected$58.5K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPSPAX PortfolioPSPAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$13,116$2,415.99$11,130$430.50+$2.0KPSPAX
2$16,996$2,961.51$12,357$447.82+$4.6KPSPAX
3$21,772$3,586.45$13,687$464.65+$8.1KPSPAX
4$27,590$4,293.77$15,126$480.98+$12.5KPSPAX
5$34,606$5,085.17$16,682$496.78+$17.9KPSPAX
6$42,990$5,961.13$18,362$512.03+$24.6KPSPAX
7$52,920$6,920.80$20,174$526.72+$32.7KPSPAX
8$64,586$7,962.07$22,127$540.84+$42.5KPSPAX
9$78,189$9,081.64$24,230$554.39+$54.0KPSPAX
10$93,937$10,275.10$26,493$567.37+$67.4KPSPAX

PSPAX vs SPHD: Complete Analysis 2026

PSPAXStock

The fund seeks to exceed the total return of the S&P 500 Index by investing under normal circumstances in S&P 500 Index derivatives, backed by a portfolio of fixed income instruments. "Fixed income instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. It may invest up to 30% of its total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.

Full PSPAX 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.