HomeCompareJCBZX vs SPHD

JCBZX vs SPHD: Dividend Comparison 2026

JCBZX yields 3.45% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $1.5K in total portfolio value
10 years
JCBZX
JCBZX
● Live price
3.45%
Share price
$10.30
Annual div
$0.36
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$431.30
Full JCBZX calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — JCBZX 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 PeriodJCBZXSPHD
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, JCBZX + SPHD cover 0 of 12 monthsgood coverage

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

JCBZX
Annual income on $10K today (after 15% tax)
$293.57/yr
After 10yr DRIP, annual income (after tax)
$366.61/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, SPHD beats the other by $115.66/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JCBZX: 50%SPHD: 50%
100% SPHD50/50100% JCBZX
Portfolio after 10yr
$25.7K
Annual income
$499.33/yr
Blended yield
1.94%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JCBZX buys
0
SPHD buys
0
No recent congressional trades found for JCBZX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJCBZXSPHD
Forward yield3.45%4.30%
Annual dividend / share$0.36$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.0K$26.5K
Annual income after 10y$431.30$567.37
Total dividends collected$3.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJCBZX PortfolioJCBZX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,045$345.38$11,130$430.50$85.00SPHD
2$12,175$356.53$12,357$447.82$182.00SPHD
3$13,395$367.28$13,687$464.65$292.00SPHD
4$14,710$377.64$15,126$480.98$416.00SPHD
5$16,127$387.59$16,682$496.78$555.00SPHD
6$17,653$397.13$18,362$512.03$709.00SPHD
7$19,295$406.27$20,174$526.72$879.00SPHD
8$21,061$415.01$22,127$540.84$1.1KSPHD
9$22,958$423.35$24,230$554.39$1.3KSPHD
10$24,997$431.30$26,493$567.37$1.5KSPHD

JCBZX vs SPHD: Complete Analysis 2026

JCBZXStock

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 JCBZX 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.