HomeCompareCIPMX vs SPHD

CIPMX vs SPHD: Dividend Comparison 2026

CIPMX yields 20.48% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CIPMX wins by $48.7K in total portfolio value
10 years
CIPMX
CIPMX
● Live price
20.48%
Share price
$17.44
Annual div
$3.57
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$75.2K
Annual income
$7,088.67
Full CIPMX 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 — CIPMX vs SPHD

📍 CIPMX 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 PeriodCIPMXSPHD
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, CIPMX + SPHD cover 0 of 12 monthsgood coverage

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

CIPMX
Annual income on $10K today (after 15% tax)
$1,740.55/yr
After 10yr DRIP, annual income (after tax)
$6,025.37/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, CIPMX beats the other by $5,539.75/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 CIPMX + SPHD for your $10,000?

CIPMX: 50%SPHD: 50%
100% SPHD50/50100% CIPMX
Portfolio after 10yr
$50.9K
Annual income
$3,830.00/yr
Blended yield
7.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CIPMX buys
0
SPHD buys
0
No recent congressional trades found for CIPMX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCIPMXSPHD
Forward yield20.48%4.33%
Annual dividend / share$3.57$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$75.2K$26.5K
Annual income after 10y$7,088.67$571.32
Total dividends collected$43.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCIPMX PortfolioCIPMX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,748$2,047.71$11,133$432.85+$1.6KCIPMX
2$16,080$2,439.59$12,363$450.36+$3.7KCIPMX
3$20,081$2,875.92$13,695$467.39+$6.4KCIPMX
4$24,843$3,356.64$15,138$483.90+$9.7KCIPMX
5$30,463$3,881.01$16,697$499.88+$13.8KCIPMX
6$37,044$4,447.63$18,382$515.31+$18.7KCIPMX
7$44,691$5,054.49$20,198$530.17+$24.5KCIPMX
8$53,519$5,699.05$22,157$544.46+$31.4KCIPMX
9$63,643$6,378.25$24,266$558.18+$39.4KCIPMX
10$75,187$7,088.67$26,536$571.32+$48.7KCIPMX

CIPMX vs SPHD: Complete Analysis 2026

CIPMXStock

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of medium-sized companies. It seeks capital appreciation by investing mainly in common stocks of medium-sized companies that the Adviser believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.

Full CIPMX 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.