HomeComparePZT vs SPHD

PZT vs SPHD: Dividend Comparison 2026

PZT yields 3.58% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $1.3K in total portfolio value
10 years
PZT
PZT
● Live price
3.58%
Share price
$22.07
Annual div
$0.79
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.2K
Annual income
$450.75
Full PZT 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 — PZT vs SPHD

📍 SPHD 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 PeriodPZTSPHD
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, PZT + SPHD cover 0 of 12 monthsgood coverage

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

PZT
Annual income on $10K today (after 15% tax)
$304.35/yr
After 10yr DRIP, annual income (after tax)
$383.14/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, SPHD beats the other by $99.13/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PZT: 50%SPHD: 50%
100% SPHD50/50100% PZT
Portfolio after 10yr
$25.9K
Annual income
$509.05/yr
Blended yield
1.97%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PZT buys
0
SPHD buys
0
No recent congressional trades found for PZT or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPZTSPHD
Forward yield3.58%4.30%
Annual dividend / share$0.79$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.2K$26.5K
Annual income after 10y$450.75$567.37
Total dividends collected$4.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPZT PortfolioPZT Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,058$358.06$11,130$430.50$72.00SPHD
2$12,202$370.04$12,357$447.82$155.00SPHD
3$13,438$381.61$13,687$464.65$249.00SPHD
4$14,771$392.76$15,126$480.98$355.00SPHD
5$16,209$403.49$16,682$496.78$473.00SPHD
6$17,757$413.79$18,362$512.03$605.00SPHD
7$19,424$423.67$20,174$526.72$750.00SPHD
8$21,217$433.11$22,127$540.84$910.00SPHD
9$23,144$442.14$24,230$554.39$1.1KSPHD
10$25,215$450.75$26,493$567.37$1.3KSPHD

PZT vs SPHD: Complete Analysis 2026

PZTStock

The Invesco New York AMT-Free Municipal Bond ETF (Fund) is based on The ICE BofAML New York Long-Term Core Plus Municipal Securities Index (Index). The Fund generally will invest at least 80% of its total assets in municipal securities that comprise the Index and that also are exempt from the federal alternative minimum tax. The Index is composed of US dollar-denominated, investment grade, tax-exempt debt publicly issued by New York or any US territory, or their political subdivisions, in the US domestic market with a term of at least 15 years remaining to final maturity. The Index is adjusted monthly and its constituents are capitalization-weighted based on their current amount outstanding. The Fund does not purchase all of the securities in the Index; instead, the Fund utilizes a "sampling" methodology to seek to achieve its investment objective. The Fund and the Index are rebalanced and reconstituted monthly.

Full PZT 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.