HomeCompareCWAI vs SPHD

CWAI vs SPHD: Dividend Comparison 2026

CWAI yields 7.56% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CWAI wins by $6.5K in total portfolio value
10 years
CWAI
CWAI
● Live price
7.56%
Share price
$26.44
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.0K
Annual income
$1,221.77
Full CWAI 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 — CWAI vs SPHD

📍 CWAI 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 PeriodCWAISPHD
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, CWAI + SPHD cover 0 of 12 monthsgood coverage

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

CWAI
Annual income on $10K today (after 15% tax)
$642.97/yr
After 10yr DRIP, annual income (after tax)
$1,038.50/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, CWAI beats the other by $556.24/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 CWAI + SPHD for your $10,000?

CWAI: 50%SPHD: 50%
100% SPHD50/50100% CWAI
Portfolio after 10yr
$29.7K
Annual income
$894.56/yr
Blended yield
3.01%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CWAI buys
0
SPHD buys
0
No recent congressional trades found for CWAI or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCWAISPHD
Forward yield7.56%4.30%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.0K$26.5K
Annual income after 10y$1,221.77$567.37
Total dividends collected$9.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCWAI PortfolioCWAI Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,456$756.43$11,130$430.50+$326.00CWAI
2$13,068$809.90$12,357$447.82+$711.00CWAI
3$14,846$863.41$13,687$464.65+$1.2KCWAI
4$16,802$916.73$15,126$480.98+$1.7KCWAI
5$18,948$969.63$16,682$496.78+$2.3KCWAI
6$21,297$1,021.93$18,362$512.03+$2.9KCWAI
7$23,861$1,073.43$20,174$526.72+$3.7KCWAI
8$26,655$1,124.00$22,127$540.84+$4.5KCWAI
9$29,694$1,173.48$24,230$554.39+$5.5KCWAI
10$32,995$1,221.77$26,493$567.37+$6.5KCWAI

CWAI vs SPHD: Complete Analysis 2026

CWAIStock

The investment seeks to provide total return. Under normal circumstances, the fund seeks to achieve its investment objective by investing its assets in a diversified portfolio of corporate bonds with varying maturities and equity securities. It normally will not invest more than 20% of its total assets in equity securities. The fund may invest without limit in securities denominated in foreign currencies and may invest without limit in U.S. dollar-denominated securities of foreign issuers.

Full CWAI 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.