HomeCompareCPTAG vs SPHD

CPTAG vs SPHD: Dividend Comparison 2026

CPTAG yields 27.29% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $1.8K in total portfolio value· pulled ahead in Year 7
10 years
CPTAG
CPTAG
● Live price
27.29%
Share price
$25.00
Annual div
$6.82
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.7K
Annual income
$3.35
Full CPTAG 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 — CPTAG vs SPHD

📍 SPHD pulled ahead of the other in Year 7

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 PeriodCPTAGSPHD
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, CPTAG + SPHD cover 0 of 12 monthsgood coverage

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

CPTAG
Annual income on $10K today (after 15% tax)
$2,319.48/yr
After 10yr DRIP, annual income (after tax)
$2.85/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, SPHD beats the other by $482.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CPTAG: 50%SPHD: 50%
100% SPHD50/50100% CPTAG
Portfolio after 10yr
$25.6K
Annual income
$287.34/yr
Blended yield
1.12%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CPTAG buys
0
SPHD buys
0
No recent congressional trades found for CPTAG or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCPTAGSPHD
Forward yield27.29%4.33%
Annual dividend / share$6.82$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$24.7K$26.5K
Annual income after 10y$3.35$571.32
Total dividends collected$3.0K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCPTAG PortfolioCPTAG Income/yrSPHD PortfolioSPHD Income/yrGap
1$12,064$1,364.40$11,133$432.85+$931.00CPTAG
2$13,678$769.19$12,363$450.36+$1.3KCPTAG
3$15,043$407.51$13,695$467.39+$1.3KCPTAG
4$16,306$209.43$15,138$483.90+$1.2KCPTAG
5$17,553$106.08$16,697$499.88+$856.00CPTAG
6$18,835$53.36$18,382$515.31+$453.00CPTAG
7← crossover$20,180$26.76$20,198$530.17$18.00SPHD
8$21,606$13.40$22,157$544.46$551.00SPHD
9$23,125$6.70$24,266$558.18$1.1KSPHD
10$24,748$3.35$26,536$571.32$1.8KSPHD

CPTAG vs SPHD: Complete Analysis 2026

CPTAGStock

CPTAG is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in CPTAG shares.

Full CPTAG 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.