HomeCompareJAGLX vs SPHD

JAGLX vs SPHD: Dividend Comparison 2026

JAGLX yields 4.85% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JAGLX wins by $996.00 in total portfolio value
10 years
JAGLX
JAGLX
● Live price
4.85%
Share price
$75.11
Annual div
$3.64
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.5K
Annual income
$661.18
Full JAGLX 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 — JAGLX vs SPHD

📍 JAGLX 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 PeriodJAGLXSPHD
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, JAGLX + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JAGLX
Annual income on $10K today (after 15% tax)
$412.08/yr
After 10yr DRIP, annual income (after tax)
$562.00/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, JAGLX beats the other by $79.74/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JAGLX: 50%SPHD: 50%
100% SPHD50/50100% JAGLX
Portfolio after 10yr
$27.0K
Annual income
$614.27/yr
Blended yield
2.28%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAGLX buys
0
SPHD buys
0
No recent congressional trades found for JAGLX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJAGLXSPHD
Forward yield4.85%4.30%
Annual dividend / share$3.64$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.5K$26.5K
Annual income after 10y$661.18$567.37
Total dividends collected$5.8K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJAGLX PortfolioJAGLX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,185$484.80$11,130$430.50+$55.00JAGLX
2$12,475$506.77$12,357$447.82+$118.00JAGLX
3$13,876$528.23$13,687$464.65+$189.00JAGLX
4$15,396$549.13$15,126$480.98+$270.00JAGLX
5$17,044$569.44$16,682$496.78+$362.00JAGLX
6$18,826$589.12$18,362$512.03+$464.00JAGLX
7$20,752$608.15$20,174$526.72+$578.00JAGLX
8$22,831$626.51$22,127$540.84+$704.00JAGLX
9$25,073$644.19$24,230$554.39+$843.00JAGLX
10$27,489$661.18$26,493$567.37+$996.00JAGLX

JAGLX vs SPHD: Complete Analysis 2026

JAGLXStock

The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies that the portfolio manager believes have a life science orientation. In the fund's pursuit of companies with a life science orientation, the fund has a fundamental policy to normally invest at least 25% of its total assets in securities of companies that are categorized in the "life sciences" sector.

Full JAGLX 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 JAGLX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JAGLX vs SCHDJAGLX vs JEPIJAGLX vs OJAGLX vs KOJAGLX 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.