HomeCompareJBND vs SPHD

JBND vs SPHD: Dividend Comparison 2026

JBND yields 4.41% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JBND wins by $141.00 in total portfolio value
10 years
JBND
JBND
● Live price
4.41%
Share price
$53.77
Annual div
$2.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.7K
Annual income
$584.49
Full JBND 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 — JBND vs SPHD

📍 JBND 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 PeriodJBNDSPHD
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, JBND + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JBND
Annual income on $10K today (after 15% tax)
$374.55/yr
After 10yr DRIP, annual income (after tax)
$496.82/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, JBND beats the other by $11.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JBND: 50%SPHD: 50%
100% SPHD50/50100% JBND
Portfolio after 10yr
$26.6K
Annual income
$577.90/yr
Blended yield
2.17%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JBND buys
0
SPHD buys
0
No recent congressional trades found for JBND or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJBNDSPHD
Forward yield4.41%4.33%
Annual dividend / share$2.37$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.7K$26.5K
Annual income after 10y$584.49$571.32
Total dividends collected$5.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJBND PortfolioJBND Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,141$440.65$11,133$432.85+$8.00JBND
2$12,379$458.80$12,363$450.36+$16.00JBND
3$13,722$476.46$13,695$467.39+$27.00JBND
4$15,176$493.59$15,138$483.90+$38.00JBND
5$16,749$510.19$16,697$499.88+$52.00JBND
6$18,448$526.22$18,382$515.31+$66.00JBND
7$20,281$541.67$20,198$530.17+$83.00JBND
8$22,257$556.53$22,157$544.46+$100.00JBND
9$24,386$570.80$24,266$558.18+$120.00JBND
10$26,677$584.49$26,536$571.32+$141.00JBND

JBND vs SPHD: Complete Analysis 2026

JBNDStock

The fund seeks to outperform (based on the fund’s total return, gross of fees) the Bloomberg U.S. Aggregate Bond Index (the benchmark) over a market cycle, typically a 3-5 year time horizon. As a matter of non-fundamental policy, under normal circumstances, the fund will invest at least 80% of its assets in bonds.

Full JBND 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.