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CDX vs PEP: Dividend Comparison 2026

CDX yields 8.43% · PEP yields 3.63%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PEP wins by $107.0K in total portfolio value· pulled ahead in Year 6
10 years
CDX
CDX
● Live price
8.43%
Share price
$21.35
Annual div
$1.80
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.0K
Annual income
$1,436.78
Full CDX calculator →
PEP
PepsiCo Inc.
● Live price
3.63%
Share price
$156.82
Annual div
$5.69
5Y div CAGR
40.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$141.9K
Annual income
$61,875.67
Full PEP calculator →

Portfolio growth — CDX vs PEP

📍 PEP pulled ahead of the other in Year 6

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 PeriodCDXPEP
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, CDX + PEP cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CDX pays
PEP pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

CDX
Annual income on $10K today (after 15% tax)
$716.80/yr
After 10yr DRIP, annual income (after tax)
$1,221.26/yr
PEP
Annual income on $10K today (after 15% tax)
$308.41/yr
After 10yr DRIP, annual income (after tax)
$52,594.32/yr
At 15% tax rate, PEP beats the other by $51,373.06/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of CDX + PEP for your $10,000?

CDX: 50%PEP: 50%
100% PEP50/50100% CDX
Portfolio after 10yr
$88.4K
Annual income
$31,656.23/yr
Blended yield
35.80%
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Analyst Conviction Gap

Where Wall Street is most bullish on PEP right now

CDX
No analyst data
PEP
Analyst Ratings
1
Strong
15
Buy
27
Hold
1
Sell
Consensus: Hold
Price Target
$172.43
+10.0% upside vs current
Range: $156.00 — $191.00
Altman Z
3.6
Piotroski
7/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CDX buys
0
PEP buys
0
No recent congressional trades found for CDX or PEP in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCDXPEP
Forward yield8.43%3.63%
Annual dividend / share$1.80$5.69
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%40.4%
Portfolio after 10y$35.0K$141.9K
Annual income after 10y$1,436.78$61,875.67
Total dividends collected$11.4K$123.0K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: CDX vs PEP ($10,000, DRIP)

YearCDX PortfolioCDX Income/yrPEP PortfolioPEP Income/yrGap
1$11,543$843.29$10,849$509.42+$694.00CDX
2$13,261$909.75$11,969$750.47+$1.3KCDX
3$15,166$976.76$13,500$1,124.14+$1.7KCDX
4$17,272$1,044.00$15,680$1,721.66+$1.6KCDX
5$19,592$1,111.16$18,929$2,715.34+$663.00CDX
6← crossover$22,141$1,177.97$24,023$4,450.80$1.9KPEP
7$24,935$1,244.16$32,510$7,669.92$7.6KPEP
8$27,990$1,309.50$47,709$14,093.60$19.7KPEP
9$31,323$1,373.77$77,415$28,083.48$46.1KPEP
10$34,953$1,436.78$141,922$61,875.67$107.0KPEP

CDX vs PEP: Complete Analysis 2026

CDXStock

The Simplify High Yield ETF (CDX) seeks to maximize current income by investing primarily in high-yield bonds while mitigating credit risk. CDX is designed to provide core high yield exposure, with its attractive income, while simultaneously deploying a host of compelling and flexible credit hedge techniques.The primary hedge in CDX is a Quality-Junk factor-based hedge, although CDX will opportunistically invest in CDX calls and equity puts based on cost-to-payout ratios.

Full CDX Calculator →

PEPConsumer Staples

PepsiCo, Inc. manufactures, markets, distributes, and sells various beverages and convenient foods worldwide. The company operates through seven segments: Frito-Lay North America; Quaker Foods North America; PepsiCo Beverages North America; Latin America; Europe; Africa, Middle East and South Asia; and Asia Pacific, Australia and New Zealand and China Region. It provides dips, cheese-flavored snacks, and spreads, as well as corn, potato, and tortilla chips; cereals, rice, pasta, mixes and syrups, granola bars, grits, oatmeal, rice cakes, simply granola, and side dishes; beverage concentrates, fountain syrups, and finished goods; ready-to-drink tea, coffee, and juices; dairy products; and sparkling water makers and related products. It serves wholesale and other distributors, foodservice customers, grocery stores, drug stores, convenience stores, discount/dollar stores, mass merchandisers, membership stores, hard discounters, e-commerce retailers and authorized independent bottlers, and others through a network of direct-store-delivery, customer warehouse, and distributor networks, as well as directly to consumers through e-commerce platforms and retailers. The company was founded in 1898 and is headquartered in Purchase, New York.

Full PEP 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.