HomeCompareCCASX vs SPHD

CCASX vs SPHD: Dividend Comparison 2026

CCASX yields 6.08% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CCASX wins by $3.3K in total portfolio value
10 years
CCASX
CCASX
● Live price
6.08%
Share price
$60.09
Annual div
$3.65
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.9K
Annual income
$895.36
Full CCASX 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 — CCASX vs SPHD

📍 CCASX 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 PeriodCCASXSPHD
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, CCASX + SPHD cover 0 of 12 monthsgood coverage

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

CCASX
Annual income on $10K today (after 15% tax)
$516.66/yr
After 10yr DRIP, annual income (after tax)
$761.06/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, CCASX beats the other by $275.43/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CCASX: 50%SPHD: 50%
100% SPHD50/50100% CCASX
Portfolio after 10yr
$28.2K
Annual income
$733.34/yr
Blended yield
2.60%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CCASX buys
0
SPHD buys
0
No recent congressional trades found for CCASX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCCASXSPHD
Forward yield6.08%4.33%
Annual dividend / share$3.65$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.9K$26.5K
Annual income after 10y$895.36$571.32
Total dividends collected$7.6K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCCASX PortfolioCCASX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,308$607.84$11,133$432.85+$175.00CCASX
2$12,742$642.37$12,363$450.36+$379.00CCASX
3$14,310$676.47$13,695$467.39+$615.00CCASX
4$16,022$710.04$15,138$483.90+$884.00CCASX
5$17,886$742.96$16,697$499.88+$1.2KCCASX
6$19,914$775.16$18,382$515.31+$1.5KCCASX
7$22,114$806.56$20,198$530.17+$1.9KCCASX
8$24,499$837.09$22,157$544.46+$2.3KCCASX
9$27,081$866.70$24,266$558.18+$2.8KCCASX
10$29,872$895.36$26,536$571.32+$3.3KCCASX

CCASX vs SPHD: Complete Analysis 2026

CCASXStock

The investment seeks long-term growth of capital. Under normal market circumstances, the fund invests at least 80% of its net assets in equity securities of small-cap companies. Equity securities include American depositary receipts ("ADRs"), convertible securities, foreign and domestic common and preferred stocks, rights and warrants.

Full CCASX 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.