HomeCompareCBAOF vs SPHD

CBAOF vs SPHD: Dividend Comparison 2026

CBAOF yields 4.82% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CBAOF wins by $1.5K in total portfolio value
10 years
CBAOF
CBAOF
● Live price
4.82%
Share price
$1.94
Annual div
$0.09
5Y div CAGR
1.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$760.10
Full CBAOF 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 — CBAOF vs SPHD

📍 CBAOF 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 PeriodCBAOFSPHD
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, CBAOF + SPHD cover 0 of 12 monthsgood coverage

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

CBAOF
Annual income on $10K today (after 15% tax)
$409.47/yr
After 10yr DRIP, annual income (after tax)
$646.09/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, CBAOF beats the other by $163.82/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CBAOF: 50%SPHD: 50%
100% SPHD50/50100% CBAOF
Portfolio after 10yr
$27.3K
Annual income
$663.73/yr
Blended yield
2.43%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CBAOF buys
0
SPHD buys
0
No recent congressional trades found for CBAOF or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCBAOFSPHD
Forward yield4.82%4.30%
Annual dividend / share$0.09$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR1.3%0%
Portfolio after 10y$28.0K$26.5K
Annual income after 10y$760.10$567.37
Total dividends collected$6.2K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCBAOF PortfolioCBAOF Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,188$487.99$11,130$430.50+$58.00CBAOF
2$12,488$516.88$12,357$447.82+$131.00CBAOF
3$13,908$546.20$13,687$464.65+$221.00CBAOF
4$15,458$575.92$15,126$480.98+$332.00CBAOF
5$17,146$605.99$16,682$496.78+$464.00CBAOF
6$18,983$636.35$18,362$512.03+$621.00CBAOF
7$20,978$666.99$20,174$526.72+$804.00CBAOF
8$23,145$697.85$22,127$540.84+$1.0KCBAOF
9$25,494$728.89$24,230$554.39+$1.3KCBAOF
10$28,038$760.10$26,493$567.37+$1.5KCBAOF

CBAOF vs SPHD: Complete Analysis 2026

CBAOFStock

Terrafina (BMV:TERRA13) is a Mexican real estate investment trust formed primarily to acquire, develop, lease and manage industrial real estate properties in Mexico. Terrafina's portfolio consists of attractive, strategically located warehouses and other light manufacturing properties throughout the Central, Bajio and Northern regions of Mexico. It is internally managed by highly-qualified industry specialists and externally advised by PGIM Real Estate. Terrafina owns 300 real estate properties, including 289 developed industrial facilities with a collective GLA of approximately 42.3 million square feet and 11 land reserve parcels, designed to preserve the organic growth capability of the portfolio. Terrafina's objective is to provide attractive risk-adjusted returns for the holders of its certificates through stable distributions and capital appreciations. Terrafina aims to achieve this objective through a successful performance of its industrial real estate and complementary properties, strategic acquisitions, access to a high level of institutional support, and an effective management and corporate governance structure.

Full CBAOF 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.