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CPDIX vs SPHD: Dividend Comparison 2026

CPDIX yields 10.68% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CPDIX wins by $14.0K in total portfolio value
10 years
CPDIX
CPDIX
● Live price
10.68%
Share price
$13.25
Annual div
$1.42
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.5K
Annual income
$2,085.99
Full CPDIX 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 — CPDIX vs SPHD

📍 CPDIX 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 PeriodCPDIXSPHD
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, CPDIX + SPHD cover 0 of 12 monthsgood coverage

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

CPDIX
Annual income on $10K today (after 15% tax)
$907.76/yr
After 10yr DRIP, annual income (after tax)
$1,773.09/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, CPDIX beats the other by $1,287.47/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 CPDIX + SPHD for your $10,000?

CPDIX: 50%SPHD: 50%
100% SPHD50/50100% CPDIX
Portfolio after 10yr
$33.5K
Annual income
$1,328.66/yr
Blended yield
3.96%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CPDIX buys
0
SPHD buys
0
No recent congressional trades found for CPDIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCPDIXSPHD
Forward yield10.68%4.33%
Annual dividend / share$1.42$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.5K$26.5K
Annual income after 10y$2,085.99$571.32
Total dividends collected$15.7K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCPDIX PortfolioCPDIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,768$1,067.95$11,133$432.85+$635.00CPDIX
2$13,766$1,174.54$12,363$450.36+$1.4KCPDIX
3$16,014$1,284.10$13,695$467.39+$2.3KCPDIX
4$18,531$1,396.04$15,138$483.90+$3.4KCPDIX
5$21,338$1,509.78$16,697$499.88+$4.6KCPDIX
6$24,456$1,624.74$18,382$515.31+$6.1KCPDIX
7$27,909$1,740.36$20,198$530.17+$7.7KCPDIX
8$31,718$1,856.10$22,157$544.46+$9.6KCPDIX
9$35,910$1,971.47$24,266$558.18+$11.6KCPDIX
10$40,510$2,085.99$26,536$571.32+$14.0KCPDIX

CPDIX vs SPHD: Complete Analysis 2026

CPDIXStock

The fund is a "fund of funds" that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which the Investment Manager or an affiliate serves as investment adviser or principal underwriter. It may also invest up to 20% of its net assets in other funds, including third party advised (unaffiliated) funds and exchange-traded funds (ETFs), equity securities, fixed income securities and derivative instruments.

Full CPDIX 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.