HomeCompareCAIE vs SPHD

CAIE vs SPHD: Dividend Comparison 2026

CAIE yields 10.61% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CAIE wins by $13.8K in total portfolio value
10 years
CAIE
CAIE
● Live price
10.61%
Share price
$24.88
Annual div
$2.64
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.3K
Annual income
$2,064.61
Full CAIE 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 — CAIE vs SPHD

📍 CAIE 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 PeriodCAIESPHD
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, CAIE + SPHD cover 0 of 12 monthsgood coverage

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

CAIE
Annual income on $10K today (after 15% tax)
$902.08/yr
After 10yr DRIP, annual income (after tax)
$1,754.92/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, CAIE beats the other by $1,269.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CAIE: 50%SPHD: 50%
100% SPHD50/50100% CAIE
Portfolio after 10yr
$33.4K
Annual income
$1,317.97/yr
Blended yield
3.94%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAIE buys
0
SPHD buys
0
No recent congressional trades found for CAIE or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCAIESPHD
Forward yield10.61%4.33%
Annual dividend / share$2.64$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.3K$26.5K
Annual income after 10y$2,064.61$571.32
Total dividends collected$15.6K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCAIE PortfolioCAIE Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,761$1,061.27$11,133$432.85+$628.00CAIE
2$13,751$1,166.53$12,363$450.36+$1.4KCAIE
3$15,988$1,274.66$13,695$467.39+$2.3KCAIE
4$18,493$1,385.09$15,138$483.90+$3.4KCAIE
5$21,284$1,497.23$16,697$499.88+$4.6KCAIE
6$24,385$1,610.52$18,382$515.31+$6.0KCAIE
7$27,816$1,724.41$20,198$530.17+$7.6KCAIE
8$31,602$1,838.38$22,157$544.46+$9.4KCAIE
9$35,766$1,951.93$24,266$558.18+$11.5KCAIE
10$40,334$2,064.61$26,536$571.32+$13.8KCAIE

CAIE vs SPHD: Complete Analysis 2026

CAIEStock

Calamos Autocallable Income ETF seeks to generate high monthly income while providing reduced downside risk through exposure to a portfolio of autocallables.

Full CAIE 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.