HomeCompareCLIFX vs SPHD

CLIFX vs SPHD: Dividend Comparison 2026

CLIFX yields 1.54% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $4.6K in total portfolio value
10 years
CLIFX
CLIFX
● Live price
1.54%
Share price
$22.56
Annual div
$0.35
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.9K
Annual income
$169.60
Full CLIFX 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 — CLIFX 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 PeriodCLIFXSPHD
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, CLIFX + SPHD cover 0 of 12 monthsgood coverage

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

CLIFX
Annual income on $10K today (after 15% tax)
$130.51/yr
After 10yr DRIP, annual income (after tax)
$144.16/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 $341.46/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CLIFX: 50%SPHD: 50%
100% SPHD50/50100% CLIFX
Portfolio after 10yr
$24.2K
Annual income
$370.46/yr
Blended yield
1.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CLIFX buys
0
SPHD buys
0
No recent congressional trades found for CLIFX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCLIFXSPHD
Forward yield1.54%4.33%
Annual dividend / share$0.35$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.9K$26.5K
Annual income after 10y$169.60$571.32
Total dividends collected$1.6K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCLIFX PortfolioCLIFX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,854$153.55$11,133$432.85$279.00SPHD
2$11,769$155.75$12,363$450.36$594.00SPHD
3$12,751$157.84$13,695$467.39$944.00SPHD
4$13,803$159.82$15,138$483.90$1.3KSPHD
5$14,931$161.69$16,697$499.88$1.8KSPHD
6$16,140$163.46$18,382$515.31$2.2KSPHD
7$17,435$165.13$20,198$530.17$2.8KSPHD
8$18,822$166.71$22,157$544.46$3.3KSPHD
9$20,307$168.20$24,266$558.18$4.0KSPHD
10$21,898$169.60$26,536$571.32$4.6KSPHD

CLIFX vs SPHD: Complete Analysis 2026

CLIFXStock

The fund invests primarily in equity securities of companies of any size that the fund's investment adviser believes are trading at a discount to what they are worth at the time of purchase and have the potential for capital appreciation with acceptable downside risks. The Adviser uses a disciplined "bottom-up" selection process to identify equity securities of companies that appear to be selling at a discount to the Adviser's assessment of their potential value.

Full CLIFX 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.