HomeCompareCGBDL vs SPHD

CGBDL vs SPHD: Dividend Comparison 2026

CGBDL yields 4.02% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $6.2K in total portfolio value
10 years
CGBDL
CGBDL
● Live price
4.02%
Share price
$25.48
Annual div
$1.03
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.4K
Annual income
$0.41
Full CGBDL 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 — CGBDL 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 PeriodCGBDLSPHD
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, CGBDL + SPHD cover 0 of 12 monthsgood coverage

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

CGBDL
Annual income on $10K today (after 15% tax)
$341.93/yr
After 10yr DRIP, annual income (after tax)
$0.35/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 $485.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CGBDL: 50%SPHD: 50%
100% SPHD50/50100% CGBDL
Portfolio after 10yr
$23.5K
Annual income
$285.86/yr
Blended yield
1.22%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CGBDL buys
0
SPHD buys
0
No recent congressional trades found for CGBDL or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCGBDLSPHD
Forward yield4.02%4.33%
Annual dividend / share$1.03$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$20.4K$26.5K
Annual income after 10y$0.41$571.32
Total dividends collected$407.00$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCGBDL PortfolioCGBDL Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,901$201.14$11,133$432.85$232.00SPHD
2$11,767$102.46$12,363$450.36$596.00SPHD
3$12,642$51.68$13,695$467.39$1.1KSPHD
4$13,553$25.95$15,138$483.90$1.6KSPHD
5$14,515$13.00$16,697$499.88$2.2KSPHD
6$15,537$6.50$18,382$515.31$2.8KSPHD
7$16,628$3.25$20,198$530.17$3.6KSPHD
8$17,794$1.63$22,157$544.46$4.4KSPHD
9$19,040$0.81$24,266$558.18$5.2KSPHD
10$20,373$0.41$26,536$571.32$6.2KSPHD

CGBDL vs SPHD: Complete Analysis 2026

CGBDLStock

Carlyle Secured Lending is an externally managed specialized finance company specializing in providing flexible lending options to middle-market companies primarily in the United States. We concentrate on companies backed by private equity sponsors in a number of industries that have defensive specialized strategies and long-term market leadership.

Full CGBDL 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.