HomeCompareCLDIX vs SPHD

CLDIX vs SPHD: Dividend Comparison 2026

CLDIX yields 4.51% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CLDIX wins by $331.00 in total portfolio value
10 years
CLDIX
CLDIX
● Live price
4.51%
Share price
$15.76
Annual div
$0.71
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.9K
Annual income
$602.26
Full CLDIX 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 — CLDIX vs SPHD

📍 CLDIX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodCLDIXSPHD
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%.
📅

Dividend Calendar Overlap

Combined, CLDIX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CLDIX pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

CLDIX
Annual income on $10K today (after 15% tax)
$383.42/yr
After 10yr DRIP, annual income (after tax)
$511.92/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, CLDIX beats the other by $26.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CLDIX: 50%SPHD: 50%
100% SPHD50/50100% CLDIX
Portfolio after 10yr
$26.7K
Annual income
$586.79/yr
Blended yield
2.20%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CLDIX buys
0
SPHD buys
0
No recent congressional trades found for CLDIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCLDIXSPHD
Forward yield4.51%4.33%
Annual dividend / share$0.71$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.9K$26.5K
Annual income after 10y$602.26$571.32
Total dividends collected$5.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCLDIX PortfolioCLDIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,151$451.08$11,133$432.85+$18.00CLDIX
2$12,402$470.09$12,363$450.36+$39.00CLDIX
3$13,758$488.62$13,695$467.39+$63.00CLDIX
4$15,228$506.61$15,138$483.90+$90.00CLDIX
5$16,818$524.04$16,697$499.88+$121.00CLDIX
6$18,536$540.90$18,382$515.31+$154.00CLDIX
7$20,391$557.15$20,198$530.17+$193.00CLDIX
8$22,391$572.80$22,157$544.46+$234.00CLDIX
9$24,546$587.84$24,266$558.18+$280.00CLDIX
10$26,867$602.26$26,536$571.32+$331.00CLDIX

CLDIX vs SPHD: Complete Analysis 2026

CLDIXStock

The fund typically invests at least 80% of its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It may invest up to 5% of its net assets in below-investment grade, high-yield debt instruments (commonly known as "junk bonds"), including distressed instruments that are in default. The fund may also invest up to 25% of its net assets in U.S. dollar-denominated foreign debt securities and American Depositary Receipts ("ADRs").

Full CLDIX 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 →
📬

Get this CLDIX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

CLDIX vs SCHDCLDIX vs JEPICLDIX vs OCLDIX vs KOCLDIX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.