HomeCompareCSGZX vs SPHD

CSGZX vs SPHD: Dividend Comparison 2026

CSGZX yields 8.32% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CSGZX wins by $8.2K in total portfolio value
10 years
CSGZX
CSGZX
● Live price
8.32%
Share price
$94.39
Annual div
$7.85
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.7K
Annual income
$1,406.63
Full CSGZX 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 — CSGZX vs SPHD

📍 CSGZX 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 PeriodCSGZXSPHD
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, CSGZX + SPHD cover 0 of 12 monthsgood coverage

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

CSGZX
Annual income on $10K today (after 15% tax)
$706.82/yr
After 10yr DRIP, annual income (after tax)
$1,195.64/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, CSGZX beats the other by $713.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CSGZX: 50%SPHD: 50%
100% SPHD50/50100% CSGZX
Portfolio after 10yr
$30.6K
Annual income
$987.00/yr
Blended yield
3.23%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CSGZX buys
0
SPHD buys
0
No recent congressional trades found for CSGZX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCSGZXSPHD
Forward yield8.32%4.30%
Annual dividend / share$7.85$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.7K$26.5K
Annual income after 10y$1,406.63$567.37
Total dividends collected$11.2K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCSGZX PortfolioCSGZX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,532$831.55$11,130$430.50+$402.00CSGZX
2$13,235$896.18$12,357$447.82+$878.00CSGZX
3$15,123$961.27$13,687$464.65+$1.4KCSGZX
4$17,208$1,026.52$15,126$480.98+$2.1KCSGZX
5$19,504$1,091.64$16,682$496.78+$2.8KCSGZX
6$22,026$1,156.36$18,362$512.03+$3.7KCSGZX
7$24,788$1,220.44$20,174$526.72+$4.6KCSGZX
8$27,807$1,283.64$22,127$540.84+$5.7KCSGZX
9$31,099$1,345.76$24,230$554.39+$6.9KCSGZX
10$34,682$1,406.63$26,493$567.37+$8.2KCSGZX

CSGZX vs SPHD: Complete Analysis 2026

CSGZXStock

The investment seeks long-term capital appreciation. The fund generally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of U.S. and non-U.S. companies with business operations in technology and technology-related industries. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., have their securities traded on non-U.S. exchanges or have been formed under the laws of non-U.S. countries. The fund is non-diversified.

Full CSGZX 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.