HomeCompareCAEAX vs SPHD

CAEAX vs SPHD: Dividend Comparison 2026

CAEAX yields 22.68% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CAEAX wins by $59.4K in total portfolio value
10 years
CAEAX
CAEAX
● Live price
22.68%
Share price
$22.43
Annual div
$5.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$86.0K
Annual income
$8,886.62
Full CAEAX calculator →
SPHD
SPHD
● Live price
4.33%
Share price
$49.34
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$571.32
Full SPHD calculator →

Portfolio growth — CAEAX vs SPHD

📍 CAEAX 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 PeriodCAEAXSPHD
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, CAEAX + SPHD cover 0 of 12 monthsgood coverage

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

CAEAX
Annual income on $10K today (after 15% tax)
$1,927.95/yr
After 10yr DRIP, annual income (after tax)
$7,553.63/yr
SPHD
Annual income on $10K today (after 15% tax)
$367.92/yr
After 10yr DRIP, annual income (after tax)
$485.62/yr
At 15% tax rate, CAEAX beats the other by $7,068.01/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 CAEAX + SPHD for your $10,000?

CAEAX: 50%SPHD: 50%
100% SPHD50/50100% CAEAX
Portfolio after 10yr
$56.2K
Annual income
$4,728.97/yr
Blended yield
8.41%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAEAX buys
0
SPHD buys
0
No recent congressional trades found for CAEAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCAEAXSPHD
Forward yield22.68%4.33%
Annual dividend / share$5.09$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$86.0K$26.5K
Annual income after 10y$8,886.62$571.32
Total dividends collected$52.0K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCAEAX PortfolioCAEAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,968$2,268.17$11,133$432.85+$1.8KCAEAX
2$16,625$2,748.98$12,363$450.36+$4.3KCAEAX
3$21,082$3,293.58$13,695$467.39+$7.4KCAEAX
4$26,461$3,903.39$15,138$483.90+$11.3KCAEAX
5$32,893$4,578.82$16,697$499.88+$16.2KCAEAX
6$40,514$5,319.29$18,382$515.31+$22.1KCAEAX
7$49,474$6,123.24$20,198$530.17+$29.3KCAEAX
8$59,925$6,988.15$22,157$544.46+$37.8KCAEAX
9$72,030$7,910.65$24,266$558.18+$47.8KCAEAX
10$85,959$8,886.62$26,536$571.32+$59.4KCAEAX

CAEAX vs SPHD: Complete Analysis 2026

CAEAXStock

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus any borrowing for investment purposes) in European companies. It invests at least 70% of its total assets in companies in Western European countries, but also may invest up to 30% of its total assets in companies in emerging Central and Eastern European countries, including up to 10% of its total assets in companies in Russia and the Ukraine.

Full CAEAX 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.