HomeCompareCBHAX vs SPHD

CBHAX vs SPHD: Dividend Comparison 2026

CBHAX yields 3.53% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $1.4K in total portfolio value
10 years
CBHAX
CBHAX
● Live price
3.53%
Share price
$9.16
Annual div
$0.32
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$443.48
Full CBHAX 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 — CBHAX vs SPHD

📍 SPHD 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 PeriodCBHAXSPHD
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, CBHAX + SPHD cover 0 of 12 monthsgood coverage

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

CBHAX
Annual income on $10K today (after 15% tax)
$300.34/yr
After 10yr DRIP, annual income (after tax)
$376.96/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 $108.66/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CBHAX: 50%SPHD: 50%
100% SPHD50/50100% CBHAX
Portfolio after 10yr
$25.8K
Annual income
$507.40/yr
Blended yield
1.96%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CBHAX buys
0
SPHD buys
0
No recent congressional trades found for CBHAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCBHAXSPHD
Forward yield3.53%4.33%
Annual dividend / share$0.32$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.1K$26.5K
Annual income after 10y$443.48$571.32
Total dividends collected$4.0K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCBHAX PortfolioCBHAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,053$353.34$11,133$432.85$80.00SPHD
2$12,192$365.01$12,363$450.36$171.00SPHD
3$13,422$376.27$13,695$467.39$273.00SPHD
4$14,748$387.13$15,138$483.90$390.00SPHD
5$16,178$397.56$16,697$499.88$519.00SPHD
6$17,718$407.58$18,382$515.31$664.00SPHD
7$19,376$417.17$20,198$530.17$822.00SPHD
8$21,159$426.35$22,157$544.46$998.00SPHD
9$23,075$435.12$24,266$558.18$1.2KSPHD
10$25,134$443.48$26,536$571.32$1.4KSPHD

CBHAX vs SPHD: Complete Analysis 2026

CBHAXStock

The Adviser pursues the fund’s investment objective by implementing a proprietary, “market neutral” investment strategy designed to seek income from its investments while maintaining a low correlation to the foreign and domestic equity and bond markets.

Full CBHAX 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.