HomeCompareJAENX vs SPHD

JAENX vs SPHD: Dividend Comparison 2026

JAENX yields 8.01% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JAENX wins by $7.5K in total portfolio value
10 years
JAENX
JAENX
● Live price
8.01%
Share price
$131.03
Annual div
$10.49
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.0K
Annual income
$1,329.25
Full JAENX 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 — JAENX vs SPHD

📍 JAENX 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 PeriodJAENXSPHD
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, JAENX + SPHD cover 0 of 12 monthsgood coverage

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

JAENX
Annual income on $10K today (after 15% tax)
$680.68/yr
After 10yr DRIP, annual income (after tax)
$1,129.86/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, JAENX beats the other by $647.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JAENX: 50%SPHD: 50%
100% SPHD50/50100% JAENX
Portfolio after 10yr
$30.2K
Annual income
$948.31/yr
Blended yield
3.14%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAENX buys
0
SPHD buys
0
No recent congressional trades found for JAENX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJAENXSPHD
Forward yield8.01%4.30%
Annual dividend / share$10.49$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.0K$26.5K
Annual income after 10y$1,329.25$567.37
Total dividends collected$10.7K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJAENX PortfolioJAENX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,501$800.80$11,130$430.50+$371.00JAENX
2$13,167$860.73$12,357$447.82+$810.00JAENX
3$15,009$920.93$13,687$464.65+$1.3KJAENX
4$17,041$981.13$15,126$480.98+$1.9KJAENX
5$19,275$1,041.07$16,682$496.78+$2.6KJAENX
6$21,725$1,100.51$18,362$512.03+$3.4KJAENX
7$24,405$1,159.24$20,174$526.72+$4.2KJAENX
8$27,330$1,217.05$22,127$540.84+$5.2KJAENX
9$30,517$1,273.77$24,230$554.39+$6.3KJAENX
10$33,982$1,329.25$26,493$567.37+$7.5KJAENX

JAENX vs SPHD: Complete Analysis 2026

JAENXStock

The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50% of its equity assets in medium-sized companies. Medium-sized companies are those whose market capitalization falls within the range of companies in the Russell Midcap® Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities, which may include investments in emerging markets.

Full JAENX 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.