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SDMF vs PM: Dividend Comparison 2026

SDMF yields 7.99% · PM yields 3.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PM wins by $15.7K in total portfolio value
10 years
SDMF
SDMF
● Live price
7.99%
Share price
$25.02
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.0K
Annual income
$1,325.70
Full SDMF calculator →
PM
Philip Morris International
● Live price
3.49%
Share price
$164.83
Annual div
$5.76
5Y div CAGR
17.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.6K
Annual income
$2,502.61
Full PM calculator →

Portfolio growth — SDMF vs PM

📍 PM 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 PeriodSDMFPM
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, SDMF + PM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SDMF pays
PM pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SDMF
Annual income on $10K today (after 15% tax)
$679.46/yr
After 10yr DRIP, annual income (after tax)
$1,126.85/yr
PM
Annual income on $10K today (after 15% tax)
$297.03/yr
After 10yr DRIP, annual income (after tax)
$2,127.22/yr
At 15% tax rate, PM beats the other by $1,000.37/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

What's the optimal mix of SDMF + PM for your $10,000?

SDMF: 50%PM: 50%
100% PM50/50100% SDMF
Portfolio after 10yr
$41.8K
Annual income
$1,914.16/yr
Blended yield
4.58%
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Analyst Conviction Gap

Where Wall Street is most bullish on PM right now

SDMF
No analyst data
PM
Analyst Ratings
17
Buy
7
Hold
1
Sell
Consensus: Buy
Price Target
$194.30
+17.9% upside vs current
Range: $180.00 — $205.00
Altman Z
4.0
Piotroski
7/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SDMF buys
0
PM buys
5
PoliticianChamberTickerTypeAmountDate
Julia Letlow🏢 House$PM▼ Sell$1,001 - $15,0002026-02-05
Julie Johnson🏢 House$PM▼ Sell$1,001 - $15,0002025-12-18
Julie Johnson🏢 House$PM▼ Sell$1,001 - $15,0002025-11-13
Ro Khanna🏢 House$PM▼ Sell$1,001 - $15,0002025-10-30
Ro Khanna🏢 House$PM▼ Sell$1,001 - $15,0002025-10-30
Ro Khanna🏢 House$PM▲ Buy$1,001 - $15,0002025-09-29
Ro Khanna🏢 House$PM▲ Buy$15,001 - $50,0002025-09-05
Ro Khanna🏢 House$PM▲ Buy$15,001 - $50,0002025-08-26
Julie Johnson🏢 House$PM▼ Sell$1,001 - $15,0002025-08-14
Julie Johnson🏢 House$PM▼ Sell$1,001 - $15,0002025-07-22
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSDMFPM
Forward yield7.99%3.49%
Annual dividend / share$2.00$5.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%17.2%
Portfolio after 10y$34.0K$49.6K
Annual income after 10y$1,325.70$2,502.61
Total dividends collected$10.7K$11.8K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: SDMF vs PM ($10,000, DRIP)

YearSDMF PortfolioSDMF Income/yrPM PortfolioPM Income/yrGap
1← crossover$11,499$799.36$11,650$409.56$151.00PM
2$13,163$859.08$13,592$497.49$429.00PM
3$15,004$919.06$15,882$605.21$878.00PM
4$17,033$979.03$18,589$737.41$1.6KPM
5$19,264$1,038.73$21,794$899.94$2.5KPM
6$21,711$1,097.93$25,597$1,100.16$3.9KPM
7$24,387$1,156.41$30,118$1,347.30$5.7KPM
8$27,308$1,213.98$35,505$1,652.97$8.2KPM
9$30,490$1,270.46$41,940$2,031.88$11.4KPM
10$33,950$1,325.70$49,643$2,502.61$15.7KPM

SDMF vs PM: Complete Analysis 2026

SDMFStock

SDMF is a passively managed alternative fund that aims to replicate the performance of the largest managed futures funds. The fund uses a 10-factor replication strategy to reflect the performance various futures contracts across major asset classes.

Full SDMF Calculator →

PMConsumer Staples

Philip Morris International Inc. operates as a tobacco company working to delivers a smoke-free future and evolving portfolio for the long-term to include products outside of the tobacco and nicotine sector. The company's product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor, and oral nicotine products that are sold in markets outside the United States. The company offers its smoke-free products under the HEETS, HEETS Creations, HEETS Dimensions, HEETS Marlboro, HEETS FROM MARLBORO, Marlboro Dimensions, Marlboro HeatSticks, Parliament HeatSticks, and TEREA brands, as well as the KT&G-licensed brands, Fiit, and Miix. It also sells its products under the Marlboro, Parliament, Bond Street, Chesterfield, L&M, Lark, and Philip Morris brands. In addition, the company owns various cigarette brands, such as Dji Sam Soe, Sampoerna A, and Sampoerna U in Indonesia; and Fortune and Jackpot in the Philippines. The company sells its smoke-free products in 71 markets. Philip Morris International Inc. was incorporated in 1987 and is headquartered in New York, New York.

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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.