HomeCompareJDMAX vs SPHD

JDMAX vs SPHD: Dividend Comparison 2026

JDMAX yields 8.52% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JDMAX wins by $8.6K in total portfolio value
10 years
JDMAX
JDMAX
● Live price
8.52%
Share price
$121.66
Annual div
$10.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.2K
Annual income
$1,460.16
Full JDMAX 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 — JDMAX vs SPHD

📍 JDMAX 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 PeriodJDMAXSPHD
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, JDMAX + SPHD cover 0 of 12 monthsgood coverage

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

JDMAX
Annual income on $10K today (after 15% tax)
$724.45/yr
After 10yr DRIP, annual income (after tax)
$1,241.14/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, JDMAX beats the other by $755.51/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 JDMAX + SPHD for your $10,000?

JDMAX: 50%SPHD: 50%
100% SPHD50/50100% JDMAX
Portfolio after 10yr
$30.8K
Annual income
$1,015.74/yr
Blended yield
3.29%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JDMAX buys
0
SPHD buys
0
No recent congressional trades found for JDMAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJDMAXSPHD
Forward yield8.52%4.33%
Annual dividend / share$10.37$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.2K$26.5K
Annual income after 10y$1,460.16$571.32
Total dividends collected$11.6K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJDMAX PortfolioJDMAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,552$852.29$11,133$432.85+$419.00JDMAX
2$13,281$920.18$12,363$450.36+$918.00JDMAX
3$15,199$988.68$13,695$467.39+$1.5KJDMAX
4$17,321$1,057.46$15,138$483.90+$2.2KJDMAX
5$19,660$1,126.22$16,697$499.88+$3.0KJDMAX
6$22,230$1,194.66$18,382$515.31+$3.8KJDMAX
7$25,049$1,262.50$20,198$530.17+$4.9KJDMAX
8$28,132$1,329.51$22,157$544.46+$6.0KJDMAX
9$31,497$1,395.46$24,266$558.18+$7.2KJDMAX
10$35,162$1,460.16$26,536$571.32+$8.6KJDMAX

JDMAX vs SPHD: Complete Analysis 2026

JDMAXStock

The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50% of its equity assets in medium-sized companies. Medium-sized companies are those whose market capitalization falls within the range of companies in the Russell Midcap® Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities, which may include investments in emerging markets.

Full JDMAX 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.