HomeComparePTIR vs SPHD

PTIR vs SPHD: Dividend Comparison 2026

PTIR yields 9.49% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PTIR wins by $10.9K in total portfolio value
10 years
PTIR
PTIR
● Live price
9.49%
Share price
$16.37
Annual div
$1.55
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.5K
Annual income
$1,724.34
Full PTIR 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 — PTIR vs SPHD

📍 PTIR 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 PeriodPTIRSPHD
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, PTIR + SPHD cover 0 of 12 monthsgood coverage

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

PTIR
Annual income on $10K today (after 15% tax)
$806.53/yr
After 10yr DRIP, annual income (after tax)
$1,465.69/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, PTIR beats the other by $980.07/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTIR: 50%SPHD: 50%
100% SPHD50/50100% PTIR
Portfolio after 10yr
$32.0K
Annual income
$1,147.83/yr
Blended yield
3.59%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTIR buys
0
SPHD buys
0
No recent congressional trades found for PTIR or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTIRSPHD
Forward yield9.49%4.33%
Annual dividend / share$1.55$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$37.5K$26.5K
Annual income after 10y$1,724.34$571.32
Total dividends collected$13.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPTIR PortfolioPTIR Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,649$948.86$11,133$432.85+$516.00PTIR
2$13,497$1,033.01$12,363$450.36+$1.1KPTIR
3$15,561$1,118.62$13,695$467.39+$1.9KPTIR
4$17,855$1,205.26$15,138$483.90+$2.7KPTIR
5$20,398$1,292.51$16,697$499.88+$3.7KPTIR
6$23,205$1,379.95$18,382$515.31+$4.8KPTIR
7$26,297$1,467.20$20,198$530.17+$6.1KPTIR
8$29,692$1,553.90$22,157$544.46+$7.5KPTIR
9$33,410$1,639.71$24,266$558.18+$9.1KPTIR
10$37,473$1,724.34$26,536$571.32+$10.9KPTIR

PTIR vs SPHD: Complete Analysis 2026

PTIRStock

The Fund seeks daily investment results, before fees and expenses, of 2 times (200%) the daily percentage change of the common stock of Palantir Technologies Inc, (NASDAQ: PLTR) There is no guarantee that the Fund will meet its stated objective. The fund should not be expected to provide 2 times the cumulative return of PLTR for periods greater than a day.

Full PTIR 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.