About ClearBridge Appreciation A (SHAPX) — Dividend Analysis 2026
The fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. The fund may invest up to 20% of its net assets in the equity securities of foreign issuers.
Is SHAPX a good dividend investment in 2026?
SHAPX offers a 15.01% forward yield with a 50% payout ratio. Strand Safety Score: N/A. The 5-year dividend CAGR of 0% is modest — investors should weigh current income against growth alternatives.
SHAPX DRIP calculator — what's the difference?
With DRIP on a $10,000 investment over 10 years, your SHAPX portfolio grows to $40.5K vs $25.0K without reinvestment. This is the compound interest effect in action.
SHAPX dividend growth history & forecast
SHAPX has grown its dividend by 0% over the last year and 0% annually over 5 years. At this pace, an investor who holds for 10+ years will see their yield on cost grow substantially above the current 15.01%.
ETFs do not file income statements or cash flow statements. Their dividend safety depends on the underlying index quality, fund methodology, and holdings composition. Use the Holdings page to analyze individual stocks in this fund.
🌍 SHAPX Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold SHAPX.
Gross yield
15.01%
Tax rate
15.00%
After-tax yield
12.76%
Real yield (−CPI)
9.96%
Account/Country
Tax Rate
After-tax Yield
Real Yield
$10K Annual Income
🇺🇸 Roth IRA / 401k
0%
15.01%
12.21%
$1,501 / yr
🇺🇸 US Taxable (15%) ✓
15%
12.76%
9.96%
$1,276 / yr
🇺🇸 US Taxable (20%)
20%
12.01%
9.21%
$1,201 / yr
🇬🇧 UK ISA
0%
15.01%
12.21%
$1,501 / yr
🇬🇧 UK Taxable
8.75%
13.70%
10.90%
$1,370 / yr
🇨🇦 TFSA
0%
15.01%
12.21%
$1,501 / yr
🇨🇦 CA Taxable
25%
11.26%
8.46%
$1,126 / yr
🇦🇺 Super (pension)
15%
12.76%
9.96%
$1,276 / yr
🇦🇺 AU Taxable
30%
10.51%
7.71%
$1,051 / yr
🇩🇪 DE Taxable
26.375%
11.05%
8.25%
$1,105 / yr
🇫🇷 FR Taxable
30%
10.51%
7.71%
$1,051 / yr
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 SHAPX Income Goal & Break-Even
Dividend Break-Even
8yr
Years for dividends to fully repay your SHAPX investment of $32.59/share (🇺🇸 US Taxable (15%) · 15.00% tax)
$10K invested · 10 Years
Dividends earned (DRIP)
$23.2K
Lost to inflation (2.8% CPI)
−$2.5K
Real purchasing power gain
$20.8K
12-month CPI (US BLS via FMP economic-indicators).
How much do I need to invest in SHAPX for:
Shares needed
5,771
Capital required
$188,077
Monthly income
$2,000
Based on current dividend of $4.89/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 SHAPX Dividend Payment Schedule
SHAPX pays quarterly — 4 times per year. Next ex-div: TBD.
Jan
Feb
Mar
💰
Apr
May
Jun
💰
Jul
Aug
Sep
💰
Oct
Nov
Dec
💰
10 shares
$10.40 / payment
$41.59 / year after tax
100 shares
$103.98 / payment
$415.91 / year after tax
1,000 shares
$1039.77 / payment
$4159.09 / year after tax
📊 SHAPX vs S&P 500 Average Benchmarks
How SHAPX compares to typical S&P 500 Average averages. (Sector "Stock" not matched — using S&P 500 average)
Benchmark: S&P 500 Average
Dividend Yield▲+12.01% vs sectorBetter
SHAPX
15.01%
avg
3.00%
5Y Dividend CAGR▼-5.50% vs sectorBelow avg
SHAPX
0.00%
avg
5.50%
Payout Ratio▲-8.00% vs sectorBetter
SHAPX
50.00%
avg
58.00%
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for SHAPX sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ SHAPX Insider Activity
No recent SEC filings reported in the last 90 days.
📊 About This Data
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the SHAPX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →