Is CATEX or SPHD a better dividend investment in 2026?

CATEX currently yields 7.75% with a 5% 5-year dividend growth rate. SPHD yields 4.00% with 5% growth. The better choice depends on your goal: CATEX offers higher current income.

What is the dividend yield difference between CATEX and SPHD?

CATEX has a forward dividend yield of 7.75% ($2.00/share annually). SPHD yields 4.00% ($2.00/share annually). The yield gap is 3.75 percentage points.

Home › Compare › CATEX vs SPHD

CATEX vs SPHD: Dividend Comparison 2026

CATEX yields 7.75% · SPHD yields 4.00%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 CATEX wins by $81.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

CATEX

● Live price

7.75%

Share price

$25.82

Annual div

$2.00

5Y div CAGR

24%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$109.9K

Annual income

$27,797.15

Full CATEX calculator →

SPHD

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full SPHD calculator →

Portfolio growth — CATEX vs SPHD

📍 CATEX 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 Period	CATEX	SPHD
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, CATEX + SPHD cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

CATEX 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.

CATEX

Annual income on $10K today (after 15% tax)

$658.40/yr

After 10yr DRIP, annual income (after tax)

$23,627.58/yr

SPHD

Annual income on $10K today (after 15% tax)

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, CATEX beats the other by $22,863.27/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 CATEX + SPHD for your $10,000?

CATEX: 50%SPHD: 50%

100% SPHD50/50100% CATEX

Portfolio after 10yr

$69.0K

Annual income

$14,348.18/yr

Blended yield

20.80%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CATEX buys

SPHD buys

No recent congressional trades found for CATEX or SPHD in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricCATEXSPHD

Forward yield	7.75% ✓	4.00%
Annual dividend / share	$2.00	$2.00
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	24% ✓	5%
Portfolio after 10y	$109.9K ✓	$28.0K
Annual income after 10y	$27,797.15 ✓	$899.19
Total dividends collected	$78.7K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	CATEX Portfolio	CATEX Income/yr	SPHD Portfolio	SPHD Income/yr	Gap
1← crossover	$11,660	$960.50	$11,120	$420.00	+$540.00 → CATEX
2	$13,775	$1,297.93	$12,357	$458.31	+$1.4K → CATEX
3	$16,516	$1,776.86	$13,721	$499.76	+$2.8K → CATEX
4	$20,141	$2,468.92	$15,227	$544.58	+$4.9K → CATEX
5	$25,040	$3,489.18	$16,885	$593.02	+$8.2K → CATEX
6	$31,820	$5,027.08	$18,713	$645.34	+$13.1K → CATEX
7	$41,450	$7,403.18	$20,724	$701.81	+$20.7K → CATEX
8	$55,528	$11,176.03	$22,938	$762.73	+$32.6K → CATEX
9	$76,765	$17,350.37	$25,372	$828.41	+$51.4K → CATEX
10	$109,936	$27,797.15	$28,047	$899.19	+$81.9K → CATEX

CATEX vs SPHD: Complete Analysis 2026

CATEX — Stock

The investment seeks capital appreciation. The fund invests in exchange-traded funds that are registered under the Investment Company Act of 1940 and not affiliated with the fund ("portfolio funds") that invest in equity securities of issuers from a number of countries throughout the world. It may also invest in individual large cap equities, fixed income securities, and cash and cash equivalents directly.

Full CATEX Calculator →

SPHD — ETF

SPHD is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SPHD shares.

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.