HomeCompareJEFAX vs SPHD

JEFAX vs SPHD: Dividend Comparison 2026

JEFAX yields 6.90% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEFAX wins by $5.0K in total portfolio value
10 years
JEFAX
JEFAX
● Live price
6.90%
Share price
$29.00
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.6K
Annual income
$1,068.87
Full JEFAX 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 — JEFAX vs SPHD

📍 JEFAX 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 PeriodJEFAXSPHD
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, JEFAX + SPHD cover 0 of 12 monthsgood coverage

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

JEFAX
Annual income on $10K today (after 15% tax)
$586.21/yr
After 10yr DRIP, annual income (after tax)
$908.54/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, JEFAX beats the other by $422.92/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JEFAX: 50%SPHD: 50%
100% SPHD50/50100% JEFAX
Portfolio after 10yr
$29.0K
Annual income
$820.09/yr
Blended yield
2.82%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JEFAX buys
0
SPHD buys
0
No recent congressional trades found for JEFAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJEFAXSPHD
Forward yield6.90%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.6K$26.5K
Annual income after 10y$1,068.87$571.32
Total dividends collected$8.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJEFAX PortfolioJEFAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,390$689.66$11,133$432.85+$257.00JEFAX
2$12,921$734.11$12,363$450.36+$558.00JEFAX
3$14,604$778.33$13,695$467.39+$909.00JEFAX
4$16,448$822.14$15,138$483.90+$1.3KJEFAX
5$18,465$865.40$16,697$499.88+$1.8KJEFAX
6$20,666$907.95$18,382$515.31+$2.3KJEFAX
7$23,062$949.68$20,198$530.17+$2.9KJEFAX
8$25,667$990.46$22,157$544.46+$3.5KJEFAX
9$28,493$1,030.22$24,266$558.18+$4.2KJEFAX
10$31,557$1,068.87$26,536$571.32+$5.0KJEFAX

JEFAX vs SPHD: Complete Analysis 2026

JEFAXStock

JEFAX is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in JEFAX shares.

Full JEFAX 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.