HomeCompareJCNIX vs SPHD

JCNIX vs SPHD: Dividend Comparison 2026

JCNIX yields 11.56% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JCNIX wins by $16.4K in total portfolio value
10 years
JCNIX
JCNIX
● Live price
11.56%
Share price
$25.19
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$42.9K
Annual income
$2,380.77
Full JCNIX 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 — JCNIX vs SPHD

📍 JCNIX 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 PeriodJCNIXSPHD
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, JCNIX + SPHD cover 0 of 12 monthsgood coverage

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

JCNIX
Annual income on $10K today (after 15% tax)
$982.58/yr
After 10yr DRIP, annual income (after tax)
$2,023.65/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, JCNIX beats the other by $1,538.03/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 JCNIX + SPHD for your $10,000?

JCNIX: 50%SPHD: 50%
100% SPHD50/50100% JCNIX
Portfolio after 10yr
$34.7K
Annual income
$1,476.04/yr
Blended yield
4.25%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JCNIX buys
0
SPHD buys
0
No recent congressional trades found for JCNIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJCNIXSPHD
Forward yield11.56%4.33%
Annual dividend / share$2.91$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$42.9K$26.5K
Annual income after 10y$2,380.77$571.32
Total dividends collected$17.6K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJCNIX PortfolioJCNIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,856$1,155.98$11,133$432.85+$723.00JCNIX
2$13,967$1,280.87$12,363$450.36+$1.6KJCNIX
3$16,355$1,410.19$13,695$467.39+$2.7KJCNIX
4$19,043$1,543.26$15,138$483.90+$3.9KJCNIX
5$22,055$1,679.36$16,697$499.88+$5.4KJCNIX
6$25,417$1,817.77$18,382$515.31+$7.0KJCNIX
7$29,154$1,957.79$20,198$530.17+$9.0KJCNIX
8$33,293$2,098.73$22,157$544.46+$11.1KJCNIX
9$37,864$2,239.93$24,266$558.18+$13.6KJCNIX
10$42,895$2,380.77$26,536$571.32+$16.4KJCNIX

JCNIX vs SPHD: Complete Analysis 2026

JCNIXStock

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities with the potential for long-term growth of capital. The manager seeks to invest in companies where the stock price trades at a significant discount to the manager's estimate of fair value and whose intrinsic value the manager believes will grow over time. The fund may invest in companies of any size, from larger, well-established companies to smaller, emerging growth companies. It is non-diversified.

Full JCNIX 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.