HomeCompareCRMSX vs SPHD

CRMSX vs SPHD: Dividend Comparison 2026

CRMSX yields 10.92% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CRMSX wins by $14.7K in total portfolio value
10 years
CRMSX
CRMSX
● Live price
10.92%
Share price
$12.53
Annual div
$1.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.1K
Annual income
$2,164.20
Full CRMSX 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 — CRMSX vs SPHD

📍 CRMSX 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 PeriodCRMSXSPHD
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, CRMSX + SPHD cover 0 of 12 monthsgood coverage

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

CRMSX
Annual income on $10K today (after 15% tax)
$928.22/yr
After 10yr DRIP, annual income (after tax)
$1,839.57/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, CRMSX beats the other by $1,357.31/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 CRMSX + SPHD for your $10,000?

CRMSX: 50%SPHD: 50%
100% SPHD50/50100% CRMSX
Portfolio after 10yr
$33.8K
Annual income
$1,365.78/yr
Blended yield
4.04%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CRMSX buys
0
SPHD buys
0
No recent congressional trades found for CRMSX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCRMSXSPHD
Forward yield10.92%4.30%
Annual dividend / share$1.37$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$41.1K$26.5K
Annual income after 10y$2,164.20$567.37
Total dividends collected$16.2K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCRMSX PortfolioCRMSX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,792$1,092.02$11,130$430.50+$662.00CRMSX
2$13,821$1,203.47$12,357$447.82+$1.5KCRMSX
3$16,107$1,318.26$13,687$464.65+$2.4KCRMSX
4$18,670$1,435.77$15,126$480.98+$3.5KCRMSX
5$21,532$1,555.38$16,682$496.78+$4.8KCRMSX
6$24,716$1,676.48$18,362$512.03+$6.4KCRMSX
7$28,244$1,798.47$20,174$526.72+$8.1KCRMSX
8$32,142$1,920.78$22,127$540.84+$10.0KCRMSX
9$36,435$2,042.86$24,230$554.39+$12.2KCRMSX
10$41,150$2,164.20$26,493$567.37+$14.7KCRMSX

CRMSX vs SPHD: Complete Analysis 2026

CRMSXStock

The fund, under normal circumstances, invests at least 80% of its assets in equity and equity related securities of U.S. and non-U.S. companies with market capitalizations at the time of initial purchase within the range of those in the Russell 2000 Value Index ("small cap companies") that are publicly traded on a U.S. securities market.

Full CRMSX 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.