HomeCompareJAOSX vs SPHD

JAOSX vs SPHD: Dividend Comparison 2026

JAOSX yields 1.19% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $5.1K in total portfolio value
10 years
JAOSX
JAOSX
● Live price
1.19%
Share price
$57.44
Annual div
$0.68
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$128.23
Full JAOSX 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 — JAOSX 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 PeriodJAOSXSPHD
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, JAOSX + SPHD cover 0 of 12 monthsgood coverage

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

JAOSX
Annual income on $10K today (after 15% tax)
$100.91/yr
After 10yr DRIP, annual income (after tax)
$109.00/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, SPHD beats the other by $373.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JAOSX: 50%SPHD: 50%
100% SPHD50/50100% JAOSX
Portfolio after 10yr
$23.9K
Annual income
$347.79/yr
Blended yield
1.45%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAOSX buys
0
SPHD buys
0
No recent congressional trades found for JAOSX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJAOSXSPHD
Forward yield1.19%4.30%
Annual dividend / share$0.68$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.4K$26.5K
Annual income after 10y$128.23$567.37
Total dividends collected$1.2K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJAOSX PortfolioJAOSX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,819$118.72$11,130$430.50$311.00SPHD
2$11,696$120.04$12,357$447.82$661.00SPHD
3$12,636$121.28$13,687$464.65$1.1KSPHD
4$13,643$122.46$15,126$480.98$1.5KSPHD
5$14,722$123.57$16,682$496.78$2.0KSPHD
6$15,877$124.61$18,362$512.03$2.5KSPHD
7$17,114$125.60$20,174$526.72$3.1KSPHD
8$18,438$126.53$22,127$540.84$3.7KSPHD
9$19,856$127.40$24,230$554.39$4.4KSPHD
10$21,374$128.23$26,493$567.37$5.1KSPHD

JAOSX vs SPHD: Complete Analysis 2026

JAOSXStock

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 issuers or companies from countries outside of the United States. Although the fund typically invests 80% or more of its assets in issuers that are economically tied to countries outside the United States, it also may invest up to 20% of its net assets, measured at the time of purchase, in U.S. issuers, and it may, under unusual circumstances, invest all or substantially all of its assets in a single country.

Full JAOSX 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.