HomeCompareCBLLX vs SPHD

CBLLX vs SPHD: Dividend Comparison 2026

CBLLX yields 0.88% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $5.6K in total portfolio value
10 years
CBLLX
CBLLX
● Live price
0.88%
Share price
$11.42
Annual div
$0.10
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.9K
Annual income
$93.67
Full CBLLX 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 — CBLLX 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 PeriodCBLLXSPHD
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, CBLLX + SPHD cover 0 of 12 monthsgood coverage

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

CBLLX
Annual income on $10K today (after 15% tax)
$75.18/yr
After 10yr DRIP, annual income (after tax)
$79.62/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, SPHD beats the other by $402.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CBLLX: 50%SPHD: 50%
100% SPHD50/50100% CBLLX
Portfolio after 10yr
$23.7K
Annual income
$330.51/yr
Blended yield
1.39%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CBLLX buys
0
SPHD buys
0
No recent congressional trades found for CBLLX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCBLLXSPHD
Forward yield0.88%4.30%
Annual dividend / share$0.10$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.9K$26.5K
Annual income after 10y$93.67$567.37
Total dividends collected$913.00$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCBLLX PortfolioCBLLX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,788$88.44$11,130$430.50$342.00SPHD
2$11,633$89.17$12,357$447.82$724.00SPHD
3$12,537$89.86$13,687$464.65$1.1KSPHD
4$13,505$90.51$15,126$480.98$1.6KSPHD
5$14,542$91.12$16,682$496.78$2.1KSPHD
6$15,651$91.70$18,362$512.03$2.7KSPHD
7$16,839$92.24$20,174$526.72$3.3KSPHD
8$18,110$92.74$22,127$540.84$4.0KSPHD
9$19,471$93.22$24,230$554.39$4.8KSPHD
10$20,928$93.67$26,493$567.37$5.6KSPHD

CBLLX vs SPHD: Complete Analysis 2026

CBLLXStock

The fund invests at least 80% of its net assets in equity securities of large-capitalization companies. It is a feeder fund that invests substantially all of its assets in the C&B Large Cap Value Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. The fund invests principally in equity securities of large-capitalization companies, which is defined as companies with market capitalizations within the range of the Russell 1000® Index at the time of purchase.

Full CBLLX 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.