HomeComparePSTKX vs SPHD

PSTKX vs SPHD: Dividend Comparison 2026

PSTKX yields 19.97% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PSTKX wins by $46.4K in total portfolio value
10 years
PSTKX
PSTKX
● Live price
19.97%
Share price
$11.99
Annual div
$2.39
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$72.9K
Annual income
$6,714.52
Full PSTKX 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 — PSTKX vs SPHD

📍 PSTKX 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 PeriodPSTKXSPHD
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, PSTKX + SPHD cover 0 of 12 monthsgood coverage

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

PSTKX
Annual income on $10K today (after 15% tax)
$1,697.11/yr
After 10yr DRIP, annual income (after tax)
$5,707.34/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, PSTKX beats the other by $5,225.08/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PSTKX: 50%SPHD: 50%
100% SPHD50/50100% PSTKX
Portfolio after 10yr
$49.7K
Annual income
$3,640.94/yr
Blended yield
7.33%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PSTKX buys
0
SPHD buys
0
No recent congressional trades found for PSTKX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPSTKXSPHD
Forward yield19.97%4.30%
Annual dividend / share$2.39$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$72.9K$26.5K
Annual income after 10y$6,714.52$567.37
Total dividends collected$41.4K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPSTKX PortfolioPSTKX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,697$1,996.60$11,130$430.50+$1.6KPSTKX
2$15,955$2,369.16$12,357$447.82+$3.6KPSTKX
3$19,854$2,782.32$13,687$464.65+$6.2KPSTKX
4$24,479$3,235.78$15,126$480.98+$9.4KPSTKX
5$29,921$3,728.66$16,682$496.78+$13.2KPSTKX
6$36,275$4,259.45$18,362$512.03+$17.9KPSTKX
7$43,641$4,826.13$20,174$526.72+$23.5KPSTKX
8$52,122$5,426.20$22,127$540.84+$30.0KPSTKX
9$61,827$6,056.75$24,230$554.39+$37.6KPSTKX
10$72,869$6,714.52$26,493$567.37+$46.4KPSTKX

PSTKX vs SPHD: Complete Analysis 2026

PSTKXStock

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 PSTKX 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.