Is JBAXY or SPHD a better dividend investment in 2026?

JBAXY currently yields 4.54% with a 5% 5-year dividend growth rate. SPHD yields 4.00% with 5% growth. The better choice depends on your goal: JBAXY offers higher current income.

What is the dividend yield difference between JBAXY and SPHD?

JBAXY has a forward dividend yield of 4.54% ($0.67/share annually). SPHD yields 4.00% ($2.00/share annually). The yield gap is 0.54 percentage points.

Home › Compare › JBAXY vs SPHD

JBAXY vs SPHD: Dividend Comparison 2026

JBAXY yields 4.54% · SPHD yields 4.00%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 JBAXY wins by $2.88M in total portfolio value

INVESTMENT

TIME HORIZON10 years

JBAXY

● Live price

4.54%

Share price

$14.75

Annual div

$0.67

5Y div CAGR

61.3%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$2.90M

Annual income

$2,130,323.41

Full JBAXY calculator →

SPHD

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full SPHD calculator →

Portfolio growth — JBAXY vs SPHD

📍 JBAXY 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 Period	JBAXY	SPHD
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, JBAXY + SPHD cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

JBAXY 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.

JBAXY

Annual income on $10K today (after 15% tax)

$386.10/yr

After 10yr DRIP, annual income (after tax)

$1,810,774.90/yr

SPHD

Annual income on $10K today (after 15% tax)

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, JBAXY beats the other by $1,810,010.59/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

JBAXY: 50%SPHD: 50%

100% SPHD50/50100% JBAXY

Portfolio after 10yr

$1.47M

Annual income

$1,065,611.31/yr

Blended yield

72.68%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on JBAXY right now

JBAXY

Analyst Ratings

Buy

Hold

Consensus: Buy

Altman Z

0.3

Piotroski

7/9

SPHD

No analyst data

Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JBAXY buys

SPHD buys

No recent congressional trades found for JBAXY or SPHD in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricJBAXYSPHD

Forward yield	4.54% ✓	4.00%
Annual dividend / share	$0.67	$2.00 ✓
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	61.3% ✓	5%
Portfolio after 10y	$2.90M	$28.0K ✓
Annual income after 10y	$2,130,323.41 ✓	$899.19
Total dividends collected	$2.81M	$6.4K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JBAXY Portfolio	JBAXY Income/yr	SPHD Portfolio	SPHD Income/yr	Gap
1← crossover	$11,433	$732.68	$11,120	$420.00	+$313.00 → JBAXY
2	$13,496	$1,262.75	$12,357	$458.31	+$1.1K → JBAXY
3	$16,687	$2,247.06	$13,721	$499.76	+$3.0K → JBAXY
4	$22,044	$4,188.51	$15,227	$544.58	+$6.8K → JBAXY
5	$31,928	$8,340.88	$16,885	$593.02	+$15.0K → JBAXY
6	$52,374	$18,211.38	$18,713	$645.34	+$33.7K → JBAXY
7	$101,075	$45,033.95	$20,724	$701.81	+$80.4K → JBAXY
8	$239,162	$131,012.66	$22,938	$762.73	+$216.2K → JBAXY
9	$723,224	$467,320.58	$25,372	$828.41	+$697.9K → JBAXY
10	$2,904,174	$2,130,323.41	$28,047	$899.19	+$2.88M → JBAXY

JBAXY vs SPHD: Complete Analysis 2026

JBAXY — Stock

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, Americas, Asia, and internationally. Its solutions include discretionary mandates, investment advisory mandates, securities execution and advisory, foreign exchange and precious metals, family office services, Lombard lending, structured products, global custody, real estate advisory and financing, and wealth planning. It also operates an open product and service platform. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.

Full JBAXY Calculator →

SPHD — ETF

SPHD is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SPHD shares.

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.