HomeCompareCAMMX vs SPHD

CAMMX vs SPHD: Dividend Comparison 2026

CAMMX yields 34.45% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CAMMX wins by $144.0K in total portfolio value
10 years
CAMMX
CAMMX
● Live price
34.45%
Share price
$16.78
Annual div
$5.78
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$170.5K
Annual income
$25,406.52
Full CAMMX calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — CAMMX vs SPHD

📍 CAMMX 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 PeriodCAMMXSPHD
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, CAMMX + SPHD cover 0 of 12 monthsgood coverage

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

CAMMX
Annual income on $10K today (after 15% tax)
$2,927.84/yr
After 10yr DRIP, annual income (after tax)
$21,595.54/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, CAMMX beats the other by $21,113.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CAMMX: 50%SPHD: 50%
100% SPHD50/50100% CAMMX
Portfolio after 10yr
$98.5K
Annual income
$12,986.94/yr
Blended yield
13.18%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAMMX buys
0
SPHD buys
0
No recent congressional trades found for CAMMX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCAMMXSPHD
Forward yield34.45%4.30%
Annual dividend / share$5.78$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$170.5K$26.5K
Annual income after 10y$25,406.52$567.37
Total dividends collected$122.3K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCAMMX PortfolioCAMMX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$14,145$3,444.52$11,130$430.50+$3.0KCAMMX
2$19,688$4,553.37$12,357$447.82+$7.3KCAMMX
3$26,989$5,923.28$13,687$464.65+$13.3KCAMMX
4$36,467$7,588.76$15,126$480.98+$21.3KCAMMX
5$48,603$9,582.94$16,682$496.78+$31.9KCAMMX
6$63,942$11,936.41$18,362$512.03+$45.6KCAMMX
7$83,094$14,676.09$20,174$526.72+$62.9KCAMMX
8$106,735$17,824.21$22,127$540.84+$84.6KCAMMX
9$135,603$21,397.51$24,230$554.39+$111.4KCAMMX
10$170,502$25,406.52$26,493$567.37+$144.0KCAMMX

CAMMX vs SPHD: Complete Analysis 2026

CAMMXStock

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks of small- to mid-sized companies. The adviser considers small- and mid-sized companies to be those with market capitalizations not greater than either that of the largest company in the Russell 2500® Value Index or $12 billion, whichever is greater at the time of initial purchase.

Full CAMMX 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.