HomeCompareJAMFX vs SPHD

JAMFX vs SPHD: Dividend Comparison 2026

JAMFX yields 3.47% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $1.5K in total portfolio value
10 years
JAMFX
JAMFX
● Live price
3.47%
Share price
$4.63
Annual div
$0.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$433.64
Full JAMFX 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 — JAMFX 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 PeriodJAMFXSPHD
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, JAMFX + SPHD cover 0 of 12 monthsgood coverage

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

JAMFX
Annual income on $10K today (after 15% tax)
$294.87/yr
After 10yr DRIP, annual income (after tax)
$368.59/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 $117.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JAMFX: 50%SPHD: 50%
100% SPHD50/50100% JAMFX
Portfolio after 10yr
$25.8K
Annual income
$502.48/yr
Blended yield
1.95%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAMFX buys
0
SPHD buys
0
No recent congressional trades found for JAMFX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJAMFXSPHD
Forward yield3.47%4.33%
Annual dividend / share$0.16$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.0K$26.5K
Annual income after 10y$433.64$571.32
Total dividends collected$3.9K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJAMFX PortfolioJAMFX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,047$346.91$11,133$432.85$86.00SPHD
2$12,178$358.16$12,363$450.36$185.00SPHD
3$13,400$369.01$13,695$467.39$295.00SPHD
4$14,717$379.46$15,138$483.90$421.00SPHD
5$16,137$389.50$16,697$499.88$560.00SPHD
6$17,666$399.14$18,382$515.31$716.00SPHD
7$19,311$408.36$20,198$530.17$887.00SPHD
8$21,080$417.19$22,157$544.46$1.1KSPHD
9$22,981$425.61$24,266$558.18$1.3KSPHD
10$25,023$433.64$26,536$571.32$1.5KSPHD

JAMFX vs SPHD: Complete Analysis 2026

JAMFXStock

Under normal circumstances, at least 80% of its assets in securities of companies in Internet and Internet-related industries. It primarily invests in common stocks and securities convertible into common stocks, but may invest up to 35% in fixed income or debt securities. The advisor intends to hold some cash, short-term debt obligations, government securities or other high-quality investments for reserves to cover redemptions and unanticipated expenses, to seek income, or to maintain liquidity while seeking appropriate investments.

Full JAMFX 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.