HomeComparePTBD vs SPHD

PTBD vs SPHD: Dividend Comparison 2026

PTBD yields 5.46% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PTBD wins by $2.1K in total portfolio value
10 years
PTBD
PTBD
● Live price
5.46%
Share price
$18.98
Annual div
$1.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.7K
Annual income
$773.93
Full PTBD 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 — PTBD vs SPHD

📍 PTBD 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 PeriodPTBDSPHD
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, PTBD + SPHD cover 0 of 12 monthsgood coverage

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

PTBD
Annual income on $10K today (after 15% tax)
$464.16/yr
After 10yr DRIP, annual income (after tax)
$657.84/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, PTBD beats the other by $172.22/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTBD: 50%SPHD: 50%
100% SPHD50/50100% PTBD
Portfolio after 10yr
$27.6K
Annual income
$672.63/yr
Blended yield
2.44%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTBD buys
0
SPHD buys
0
No recent congressional trades found for PTBD or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTBDSPHD
Forward yield5.46%4.33%
Annual dividend / share$1.04$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$773.93$571.32
Total dividends collected$6.6K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPTBD PortfolioPTBD Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,246$546.07$11,133$432.85+$113.00PTBD
2$12,607$573.94$12,363$450.36+$244.00PTBD
3$14,091$601.32$13,695$467.39+$396.00PTBD
4$15,706$628.12$15,138$483.90+$568.00PTBD
5$17,459$654.29$16,697$499.88+$762.00PTBD
6$19,361$679.76$18,382$515.31+$979.00PTBD
7$21,421$704.50$20,198$530.17+$1.2KPTBD
8$23,649$728.46$22,157$544.46+$1.5KPTBD
9$26,056$751.61$24,266$558.18+$1.8KPTBD
10$28,654$773.93$26,536$571.32+$2.1KPTBD

PTBD vs SPHD: Complete Analysis 2026

PTBDStock

A strategy driven fixed income exchange traded fund (ETF) that uses trend following to alternate exposure between high yield corporate bonds and U.S. Treasury Bonds.

Full PTBD 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.