HomeComparePYSGX vs SPHD

PYSGX vs SPHD: Dividend Comparison 2026

PYSGX yields 4.58% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PYSGX wins by $499.00 in total portfolio value
10 years
PYSGX
PYSGX
● Live price
4.58%
Share price
$9.58
Annual div
$0.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.0K
Annual income
$614.06
Full PYSGX 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 — PYSGX vs SPHD

📍 PYSGX 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 PeriodPYSGXSPHD
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, PYSGX + SPHD cover 0 of 12 monthsgood coverage

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

PYSGX
Annual income on $10K today (after 15% tax)
$389.24/yr
After 10yr DRIP, annual income (after tax)
$521.95/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, PYSGX beats the other by $39.69/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PYSGX: 50%SPHD: 50%
100% SPHD50/50100% PYSGX
Portfolio after 10yr
$26.7K
Annual income
$590.71/yr
Blended yield
2.21%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PYSGX buys
0
SPHD buys
0
No recent congressional trades found for PYSGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPYSGXSPHD
Forward yield4.58%4.30%
Annual dividend / share$0.44$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.0K$26.5K
Annual income after 10y$614.06$567.37
Total dividends collected$5.4K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPYSGX PortfolioPYSGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,158$457.93$11,130$430.50+$28.00PYSGX
2$12,417$477.53$12,357$447.82+$60.00PYSGX
3$13,782$496.63$13,687$464.65+$95.00PYSGX
4$15,262$515.20$15,126$480.98+$136.00PYSGX
5$16,864$533.19$16,682$496.78+$182.00PYSGX
6$18,595$550.60$18,362$512.03+$233.00PYSGX
7$20,464$567.40$20,174$526.72+$290.00PYSGX
8$22,480$583.59$22,127$540.84+$353.00PYSGX
9$24,653$599.14$24,230$554.39+$423.00PYSGX
10$26,992$614.06$26,493$567.37+$499.00PYSGX

PYSGX vs SPHD: Complete Analysis 2026

PYSGXStock

The fund invests in a wide variety of securities across many asset classes in an unconstrained fashion. It seeks opportunities by employing a flexible approach that evaluates security attractiveness on a global basis and across currencies. The fund will invest in income-producing securities and equity related securities payable in U.S. dollars and other currencies.

Full PYSGX 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.