HomeCompareJCAIX vs SPHD

JCAIX vs SPHD: Dividend Comparison 2026

JCAIX yields 2.39% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $3.3K in total portfolio value
10 years
JCAIX
JCAIX
● Live price
2.39%
Share price
$12.44
Annual div
$0.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.2K
Annual income
$278.84
Full JCAIX 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 — JCAIX 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 PeriodJCAIXSPHD
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, JCAIX + SPHD cover 0 of 12 monthsgood coverage

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

JCAIX
Annual income on $10K today (after 15% tax)
$203.12/yr
After 10yr DRIP, annual income (after tax)
$237.01/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 $248.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JCAIX: 50%SPHD: 50%
100% SPHD50/50100% JCAIX
Portfolio after 10yr
$24.9K
Annual income
$425.08/yr
Blended yield
1.71%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JCAIX buys
0
SPHD buys
0
No recent congressional trades found for JCAIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJCAIXSPHD
Forward yield2.39%4.33%
Annual dividend / share$0.30$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.2K$26.5K
Annual income after 10y$278.84$571.32
Total dividends collected$2.6K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJCAIX PortfolioJCAIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,939$238.96$11,133$432.85$194.00SPHD
2$11,949$244.30$12,363$450.36$414.00SPHD
3$13,035$249.40$13,695$467.39$660.00SPHD
4$14,202$254.26$15,138$483.90$936.00SPHD
5$15,455$258.90$16,697$499.88$1.2KSPHD
6$16,800$263.31$18,382$515.31$1.6KSPHD
7$18,243$267.50$20,198$530.17$2.0KSPHD
8$19,792$271.48$22,157$544.46$2.4KSPHD
9$21,452$275.26$24,266$558.18$2.8KSPHD
10$23,233$278.84$26,536$571.32$3.3KSPHD

JCAIX vs SPHD: Complete Analysis 2026

JCAIXStock

The fund invests in other Janus Henderson mutual funds and ETFs ("underlying funds") that represent a variety of asset classes and investment styles and provide exposure to issuers that are economically tied to countries throughout the world. The fund invests in a diversified portfolio of underlying funds, resulting in an allocation of the fund’s investments that normally provides exposure to fixed-income securities, money market instruments, equity investments, and, if available, alternative investments.

Full JCAIX 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.