HomeCompareCNWAX vs SPHD

CNWAX vs SPHD: Dividend Comparison 2026

CNWAX yields 5.84% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CNWAX wins by $2.9K in total portfolio value
10 years
CNWAX
CNWAX
● Live price
5.84%
Share price
$90.76
Annual div
$5.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.4K
Annual income
$848.01
Full CNWAX 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 — CNWAX vs SPHD

📍 CNWAX 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 PeriodCNWAXSPHD
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, CNWAX + SPHD cover 0 of 12 monthsgood coverage

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

CNWAX
Annual income on $10K today (after 15% tax)
$496.60/yr
After 10yr DRIP, annual income (after tax)
$720.81/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, CNWAX beats the other by $238.54/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CNWAX: 50%SPHD: 50%
100% SPHD50/50100% CNWAX
Portfolio after 10yr
$27.9K
Annual income
$707.68/yr
Blended yield
2.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CNWAX buys
0
SPHD buys
0
No recent congressional trades found for CNWAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCNWAXSPHD
Forward yield5.84%4.30%
Annual dividend / share$5.30$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.4K$26.5K
Annual income after 10y$848.01$567.37
Total dividends collected$7.2K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCNWAX PortfolioCNWAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,284$584.23$11,130$430.50+$154.00CNWAX
2$12,690$616.13$12,357$447.82+$333.00CNWAX
3$14,226$647.57$13,687$464.65+$539.00CNWAX
4$15,900$678.46$15,126$480.98+$774.00CNWAX
5$17,722$708.70$16,682$496.78+$1.0KCNWAX
6$19,701$738.22$18,362$512.03+$1.3KCNWAX
7$21,847$766.96$20,174$526.72+$1.7KCNWAX
8$24,171$794.86$22,127$540.84+$2.0KCNWAX
9$26,685$821.89$24,230$554.39+$2.5KCNWAX
10$29,401$848.01$26,493$567.37+$2.9KCNWAX

CNWAX vs SPHD: Complete Analysis 2026

CNWAXStock

The fund invests primarily in common stocks of companies with significant exposure to countries with developing economies and/or markets. Under normal market conditions, the fund invests at least 35% of its assets in equity and debt securities of issuers primarily based in qualified countries that have developing economies and/or markets.

Full CNWAX 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.