HomeCompareJDCRX vs SPHD

JDCRX vs SPHD: Dividend Comparison 2026

JDCRX yields 18.36% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JDCRX wins by $39.5K in total portfolio value
10 years
JDCRX
JDCRX
● Live price
18.36%
Share price
$37.94
Annual div
$6.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$66.0K
Annual income
$5,635.97
Full JDCRX 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 — JDCRX vs SPHD

📍 JDCRX 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 PeriodJDCRXSPHD
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, JDCRX + SPHD cover 0 of 12 monthsgood coverage

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

JDCRX
Annual income on $10K today (after 15% tax)
$1,560.86/yr
After 10yr DRIP, annual income (after tax)
$4,790.57/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, JDCRX beats the other by $4,308.31/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 JDCRX + SPHD for your $10,000?

JDCRX: 50%SPHD: 50%
100% SPHD50/50100% JDCRX
Portfolio after 10yr
$46.3K
Annual income
$3,101.66/yr
Blended yield
6.71%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JDCRX buys
0
SPHD buys
0
No recent congressional trades found for JDCRX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJDCRXSPHD
Forward yield18.36%4.30%
Annual dividend / share$6.97$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$66.0K$26.5K
Annual income after 10y$5,635.97$567.37
Total dividends collected$35.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJDCRX PortfolioJDCRX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,536$1,836.30$11,130$430.50+$1.4KJDCRX
2$15,565$2,151.45$12,357$447.82+$3.2KJDCRX
3$19,151$2,496.52$13,687$464.65+$5.5KJDCRX
4$23,363$2,870.74$15,126$480.98+$8.2KJDCRX
5$28,271$3,272.90$16,682$496.78+$11.6KJDCRX
6$33,951$3,701.41$18,362$512.03+$15.6KJDCRX
7$40,482$4,154.32$20,174$526.72+$20.3KJDCRX
8$47,945$4,629.39$22,127$540.84+$25.8KJDCRX
9$56,426$5,124.15$24,230$554.39+$32.2KJDCRX
10$66,012$5,635.97$26,493$567.37+$39.5KJDCRX

JDCRX vs SPHD: Complete Analysis 2026

JDCRXStock

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 JDCRX 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.