Is JEPAX or SPHD a better dividend investment in 2026?

JEPAX currently yields 7.31% with a 5% 5-year dividend growth rate. SPHD yields 4.00% with 5% growth. The better choice depends on your goal: JEPAX offers higher current income.

What is the dividend yield difference between JEPAX and SPHD?

JEPAX has a forward dividend yield of 7.31% ($1.02/share annually). SPHD yields 4.00% ($2.00/share annually). The yield gap is 3.31 percentage points.

Home › Compare › JEPAX vs SPHD

JEPAX vs SPHD: Dividend Comparison 2026

JEPAX yields 7.31% · SPHD yields 4.00%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 JEPAX wins by $4.4K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JEPAX

● Live price

7.31%

Share price

$14.02

Annual div

$1.03

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$32.4K

Annual income

$1,162.53

Full JEPAX calculator →

SPHD

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full SPHD calculator →

Portfolio growth — JEPAX vs SPHD

📍 JEPAX 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 Period	JEPAX	SPHD
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, JEPAX + SPHD cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

—

Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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JEPAX 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.

JEPAX

Annual income on $10K today (after 15% tax)

$621.43/yr

After 10yr DRIP, annual income (after tax)

$988.15/yr

SPHD

Annual income on $10K today (after 15% tax)

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, JEPAX beats the other by $223.84/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 JEPAX + SPHD for your $10,000?

JEPAX: 50%SPHD: 50%

100% SPHD50/50100% JEPAX

Portfolio after 10yr

$30.2K

Annual income

$1,030.87/yr

Blended yield

3.41%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JEPAX buys

SPHD buys

No recent congressional trades found for JEPAX or SPHD in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricJEPAXSPHD

Forward yield	7.31% ✓	4.00%
Annual dividend / share	$1.03	$2.00 ✓
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$32.4K ✓	$28.0K
Annual income after 10y	$1,162.53 ✓	$899.19
Total dividends collected	$9.5K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JEPAX Portfolio	JEPAX Income/yr	SPHD Portfolio	SPHD Income/yr	Gap
1← crossover	$11,431	$731.10	$11,120	$420.00	+$311.00 → JEPAX
2	$13,012	$781.05	$12,357	$458.31	+$655.00 → JEPAX
3	$14,754	$830.93	$13,721	$499.76	+$1.0K → JEPAX
4	$16,667	$880.52	$15,227	$544.58	+$1.4K → JEPAX
5	$18,764	$929.63	$16,885	$593.02	+$1.9K → JEPAX
6	$21,055	$978.09	$18,713	$645.34	+$2.3K → JEPAX
7	$23,555	$1,025.73	$20,724	$701.81	+$2.8K → JEPAX
8	$26,276	$1,072.44	$22,938	$762.73	+$3.3K → JEPAX
9	$29,234	$1,118.07	$25,372	$828.41	+$3.9K → JEPAX
10	$32,442	$1,162.53	$28,047	$899.19	+$4.4K → JEPAX

JEPAX vs SPHD: Complete Analysis 2026

JEPAX — Stock

The investment objective of the fund is to seek current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Standard & Poor’s Total Return Index (S&P 500 Index) and (2) through equity-linked notes (ELNs), selling call options with exposure to the S&P 500.

Full JEPAX Calculator →

SPHD — ETF

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

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.