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SPQ vs PEP: Dividend Comparison 2026

SPQ yields 17.60% · PEP yields 3.63%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $79.0K in total portfolio value· pulled ahead in Year 8
10 years
SPQ
SPQ
● Live price
17.60%
Share price
$25.84
Annual div
$4.55
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$62.9K
Annual income
$5,169.10
Full SPQ calculator →
PEP
PepsiCo Inc.
● Live price
3.63%
Share price
$156.82
Annual div
$5.69
5Y div CAGR
40.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$141.9K
Annual income
$61,875.67
Full PEP calculator →

Portfolio growth — SPQ vs PEP

📍 PEP pulled ahead of the other in Year 8

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 PeriodSPQPEP
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%.
📅

Dividend Calendar Overlap

Combined, SPQ + PEP cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SPQ
Annual income on $10K today (after 15% tax)
$1,495.87/yr
After 10yr DRIP, annual income (after tax)
$4,393.74/yr
PEP
Annual income on $10K today (after 15% tax)
$308.41/yr
After 10yr DRIP, annual income (after tax)
$52,594.32/yr
At 15% tax rate, PEP beats the other by $48,200.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SPQ + PEP for your $10,000?

SPQ: 50%PEP: 50%
100% PEP50/50100% SPQ
Portfolio after 10yr
$102.4K
Annual income
$33,522.39/yr
Blended yield
32.73%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

SPQ
No analyst data
PEP
Analyst Ratings
1
Strong
15
Buy
27
Hold
1
Sell
Consensus: Hold
Price Target
$172.43
+10.0% upside vs current
Range: $156.00 — $191.00
Altman Z
3.6
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPQ buys
0
PEP buys
0
No recent congressional trades found for SPQ or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPQPEP
Forward yield17.60%3.63%
Annual dividend / share$4.55$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$62.9K$141.9K
Annual income after 10y$5,169.10$61,875.67
Total dividends collected$33.4K$123.0K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: SPQ vs PEP ($10,000, DRIP)

YearSPQ PortfolioSPQ Income/yrPEP PortfolioPEP Income/yrGap
1$12,460$1,759.85$10,849$509.42+$1.6KSPQ
2$15,381$2,049.29$11,969$750.47+$3.4KSPQ
3$18,822$2,364.29$13,500$1,124.14+$5.3KSPQ
4$22,844$2,703.94$15,680$1,721.66+$7.2KSPQ
5$27,510$3,066.96$18,929$2,715.34+$8.6KSPQ
6$32,887$3,451.79$24,023$4,450.80+$8.9KSPQ
7$39,046$3,856.56$32,510$7,669.92+$6.5KSPQ
8← crossover$46,058$4,279.22$47,709$14,093.60$1.7KPEP
9$54,000$4,717.52$77,415$28,083.48$23.4KPEP
10$62,949$5,169.10$141,922$61,875.67$79.0KPEP

SPQ vs PEP: Complete Analysis 2026

SPQStock

The Simplify US Equity PLUS QIS ETF (SPQ) seeks to achieve long-term capital appreciation by overlaying a diversified basket of Quantitative Investment Strategies (QIS) on top of a core US equity exposure. The goal of the 100% equity + 50% QIS portfolio is to enhance both absolute and risk-adjusted returns of a core equity investment. The fund is also a simple way to gain exposure to an alternative return source without reducing equity exposure.

Full SPQ Calculator →

PEPConsumer Staples

PepsiCo, Inc. manufactures, markets, distributes, and sells various beverages and convenient foods worldwide. The company operates through seven segments: Frito-Lay North America; Quaker Foods North America; PepsiCo Beverages North America; Latin America; Europe; Africa, Middle East and South Asia; and Asia Pacific, Australia and New Zealand and China Region. It provides dips, cheese-flavored snacks, and spreads, as well as corn, potato, and tortilla chips; cereals, rice, pasta, mixes and syrups, granola bars, grits, oatmeal, rice cakes, simply granola, and side dishes; beverage concentrates, fountain syrups, and finished goods; ready-to-drink tea, coffee, and juices; dairy products; and sparkling water makers and related products. It serves wholesale and other distributors, foodservice customers, grocery stores, drug stores, convenience stores, discount/dollar stores, mass merchandisers, membership stores, hard discounters, e-commerce retailers and authorized independent bottlers, and others through a network of direct-store-delivery, customer warehouse, and distributor networks, as well as directly to consumers through e-commerce platforms and retailers. The company was founded in 1898 and is headquartered in Purchase, New York.

Full PEP 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.