HomeCompareJDNAX vs SPHD

JDNAX vs SPHD: Dividend Comparison 2026

JDNAX yields 15.99% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JDNAX wins by $30.4K in total portfolio value
10 years
JDNAX
JDNAX
● Live price
15.99%
Share price
$66.60
Annual div
$10.65
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$56.9K
Annual income
$4,276.77
Full JDNAX 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 — JDNAX vs SPHD

📍 JDNAX 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 PeriodJDNAXSPHD
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, JDNAX + SPHD cover 0 of 12 monthsgood coverage

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

JDNAX
Annual income on $10K today (after 15% tax)
$1,358.81/yr
After 10yr DRIP, annual income (after tax)
$3,635.25/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, JDNAX beats the other by $3,149.63/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 JDNAX + SPHD for your $10,000?

JDNAX: 50%SPHD: 50%
100% SPHD50/50100% JDNAX
Portfolio after 10yr
$41.7K
Annual income
$2,424.04/yr
Blended yield
5.81%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JDNAX buys
0
SPHD buys
0
No recent congressional trades found for JDNAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJDNAXSPHD
Forward yield15.99%4.33%
Annual dividend / share$10.65$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$56.9K$26.5K
Annual income after 10y$4,276.77$571.32
Total dividends collected$28.6K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJDNAX PortfolioJDNAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,299$1,598.59$11,133$432.85+$1.2KJDNAX
2$14,997$1,837.43$12,363$450.36+$2.6KJDNAX
3$18,141$2,093.98$13,695$467.39+$4.4KJDNAX
4$21,778$2,367.23$15,138$483.90+$6.6KJDNAX
5$25,958$2,655.93$16,697$499.88+$9.3KJDNAX
6$30,734$2,958.65$18,382$515.31+$12.4KJDNAX
7$36,159$3,273.80$20,198$530.17+$16.0KJDNAX
8$42,290$3,599.72$22,157$544.46+$20.1KJDNAX
9$49,185$3,934.64$24,266$558.18+$24.9KJDNAX
10$56,905$4,276.77$26,536$571.32+$30.4KJDNAX

JDNAX vs SPHD: Complete Analysis 2026

JDNAXStock

The investment seeks long-term capital growth and current income. The fund normally invests up to 75% of its assets in equity securities selected primarily for their growth potential and at least 25% of its assets in securities the portfolio managers believe have income potential. With respect to the selection of equity securities selected for growth potential, the portfolio managers additionally consider income-generating potential.

Full JDNAX 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.