HomeCompareJCAPX vs SPHD

JCAPX vs SPHD: Dividend Comparison 2026

JCAPX yields 13.16% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JCAPX wins by $21.0K in total portfolio value
10 years
JCAPX
JCAPX
● Live price
13.16%
Share price
$52.95
Annual div
$6.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.5K
Annual income
$2,980.90
Full JCAPX 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 — JCAPX vs SPHD

📍 JCAPX 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 PeriodJCAPXSPHD
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, JCAPX + SPHD cover 0 of 12 monthsgood coverage

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

JCAPX
Annual income on $10K today (after 15% tax)
$1,118.39/yr
After 10yr DRIP, annual income (after tax)
$2,533.77/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, JCAPX beats the other by $2,048.14/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 JCAPX + SPHD for your $10,000?

JCAPX: 50%SPHD: 50%
100% SPHD50/50100% JCAPX
Portfolio after 10yr
$37.0K
Annual income
$1,776.11/yr
Blended yield
4.79%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JCAPX buys
0
SPHD buys
0
No recent congressional trades found for JCAPX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJCAPXSPHD
Forward yield13.16%4.33%
Annual dividend / share$6.97$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$47.5K$26.5K
Annual income after 10y$2,980.90$571.32
Total dividends collected$21.2K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJCAPX PortfolioJCAPX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,016$1,315.76$11,133$432.85+$883.00JCAPX
2$14,334$1,477.55$12,363$450.36+$2.0KJCAPX
3$16,985$1,647.36$13,695$467.39+$3.3KJCAPX
4$19,998$1,824.29$15,138$483.90+$4.9KJCAPX
5$23,406$2,007.42$16,697$499.88+$6.7KJCAPX
6$27,240$2,195.73$18,382$515.31+$8.9KJCAPX
7$31,535$2,388.24$20,198$530.17+$11.3KJCAPX
8$36,326$2,583.93$22,157$544.46+$14.2KJCAPX
9$41,651$2,781.81$24,266$558.18+$17.4KJCAPX
10$47,547$2,980.90$26,536$571.32+$21.0KJCAPX

JCAPX vs SPHD: Complete Analysis 2026

JCAPXStock

The investment seeks long-term growth of capital. The fund pursues its investment objective by normally investing primarily in a core group of 30-40 common stocks selected for their growth potential. It may invest in companies of any size, but will invest primarily in larger, well-established companies. The fund may also invest in foreign securities, which may include investments in emerging markets. It is non-diversified.

Full JCAPX 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.