HomeCompareJDIV vs SPHD

JDIV vs SPHD: Dividend Comparison 2026

JDIV yields 2.95% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $2.4K in total portfolio value
10 years
JDIV
JDIV
● Live price
2.95%
Share price
$51.25
Annual div
$1.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.2K
Annual income
$357.23
Full JDIV 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 — JDIV 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 PeriodJDIVSPHD
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, JDIV + SPHD cover 0 of 12 monthsgood coverage

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

JDIV
Annual income on $10K today (after 15% tax)
$251.02/yr
After 10yr DRIP, annual income (after tax)
$303.65/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, SPHD beats the other by $181.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JDIV: 50%SPHD: 50%
100% SPHD50/50100% JDIV
Portfolio after 10yr
$25.3K
Annual income
$464.28/yr
Blended yield
1.83%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JDIV buys
0
SPHD buys
0
No recent congressional trades found for JDIV or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJDIVSPHD
Forward yield2.95%4.33%
Annual dividend / share$1.51$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.2K$26.5K
Annual income after 10y$357.23$571.32
Total dividends collected$3.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJDIV PortfolioJDIV Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,995$295.32$11,133$432.85$138.00SPHD
2$12,068$303.47$12,363$450.36$295.00SPHD
3$13,225$311.30$13,695$467.39$470.00SPHD
4$14,469$318.81$15,138$483.90$669.00SPHD
5$15,808$325.99$16,697$499.88$889.00SPHD
6$17,247$332.85$18,382$515.31$1.1KSPHD
7$18,794$339.40$20,198$530.17$1.4KSPHD
8$20,455$345.65$22,157$544.46$1.7KSPHD
9$22,239$351.59$24,266$558.18$2.0KSPHD
10$24,153$357.23$26,536$571.32$2.4KSPHD

JDIV vs SPHD: Complete Analysis 2026

JDIVStock

Under normal circumstances, the fund will invest at least 80% of its assets in dividend-paying equity securities and equity-related instruments of companies that the adviser believes are leaders in terms of their ability to, over time, (i) grow their dividends, and/or (ii) maintain high dividend payouts, in each case relative to the companies included in the fund’s benchmark, the MSCI ACWI Index.

Full JDIV 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.