HomeCompareJCBUX vs SPHD

JCBUX vs SPHD: Dividend Comparison 2026

JCBUX yields 4.21% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $218.00 in total portfolio value
10 years
JCBUX
JCBUX
● Live price
4.21%
Share price
$10.33
Annual div
$0.43
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.3K
Annual income
$551.16
Full JCBUX 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 — JCBUX 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 PeriodJCBUXSPHD
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, JCBUX + SPHD cover 0 of 12 monthsgood coverage

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

JCBUX
Annual income on $10K today (after 15% tax)
$357.66/yr
After 10yr DRIP, annual income (after tax)
$468.49/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 $17.14/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JCBUX: 50%SPHD: 50%
100% SPHD50/50100% JCBUX
Portfolio after 10yr
$26.4K
Annual income
$561.24/yr
Blended yield
2.12%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JCBUX buys
0
SPHD buys
0
No recent congressional trades found for JCBUX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJCBUXSPHD
Forward yield4.21%4.33%
Annual dividend / share$0.43$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.3K$26.5K
Annual income after 10y$551.16$571.32
Total dividends collected$4.9K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJCBUX PortfolioJCBUX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,121$420.77$11,133$432.85$12.00SPHD
2$12,337$437.32$12,363$450.36$26.00SPHD
3$13,654$453.39$13,695$467.39$41.00SPHD
4$15,078$468.97$15,138$483.90$60.00SPHD
5$16,618$484.02$16,697$499.88$79.00SPHD
6$18,279$498.54$18,382$515.31$103.00SPHD
7$20,072$512.52$20,198$530.17$126.00SPHD
8$22,003$525.95$22,157$544.46$154.00SPHD
9$24,082$538.83$24,266$558.18$184.00SPHD
10$26,318$551.16$26,536$571.32$218.00SPHD

JCBUX vs SPHD: Complete Analysis 2026

JCBUXStock

The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. It will invest at least 80% of its assets in bonds. The fund may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities. Its average weighted maturity will ordinarily range between 4 and 12 years.

Full JCBUX 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.