HomeCompareCSXCX vs SPHD

CSXCX vs SPHD: Dividend Comparison 2026

CSXCX yields 5.36% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CSXCX wins by $1.9K in total portfolio value
10 years
CSXCX
CSXCX
● Live price
5.36%
Share price
$46.69
Annual div
$2.50
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.5K
Annual income
$754.32
Full CSXCX 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 — CSXCX vs SPHD

📍 CSXCX 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 PeriodCSXCXSPHD
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, CSXCX + SPHD cover 0 of 12 monthsgood coverage

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

CSXCX
Annual income on $10K today (after 15% tax)
$455.35/yr
After 10yr DRIP, annual income (after tax)
$641.17/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, CSXCX beats the other by $155.55/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CSXCX: 50%SPHD: 50%
100% SPHD50/50100% CSXCX
Portfolio after 10yr
$27.5K
Annual income
$662.82/yr
Blended yield
2.41%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CSXCX buys
0
SPHD buys
0
No recent congressional trades found for CSXCX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCSXCXSPHD
Forward yield5.36%4.33%
Annual dividend / share$2.50$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.5K$26.5K
Annual income after 10y$754.32$571.32
Total dividends collected$6.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearCSXCX PortfolioCSXCX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,236$535.70$11,133$432.85+$103.00CSXCX
2$12,585$562.52$12,363$450.36+$222.00CSXCX
3$14,055$588.84$13,695$467.39+$360.00CSXCX
4$15,653$614.59$15,138$483.90+$515.00CSXCX
5$17,388$639.71$16,697$499.88+$691.00CSXCX
6$19,270$664.15$18,382$515.31+$888.00CSXCX
7$21,306$687.85$20,198$530.17+$1.1KCSXCX
8$23,509$710.80$22,157$544.46+$1.4KCSXCX
9$25,887$732.96$24,266$558.18+$1.6KCSXCX
10$28,454$754.32$26,536$571.32+$1.9KCSXCX

CSXCX vs SPHD: Complete Analysis 2026

CSXCXStock

The investment seeks to track the performance of the Calvert US Large-Cap Core Responsible Index, which measures the investment return of large-capitalization stocks. The fund normally invests at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index. The index is composed of the common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Full CSXCX 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.