HomeCompareJERAX vs SPHD

JERAX vs SPHD: Dividend Comparison 2026

JERAX yields 3.02% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $2.3K in total portfolio value
10 years
JERAX
JERAX
● Live price
3.02%
Share price
$12.11
Annual div
$0.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$367.14
Full JERAX 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 — JERAX 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 PeriodJERAXSPHD
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, JERAX + SPHD cover 0 of 12 monthsgood coverage

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

JERAX
Annual income on $10K today (after 15% tax)
$256.86/yr
After 10yr DRIP, annual income (after tax)
$312.07/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 $173.55/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JERAX: 50%SPHD: 50%
100% SPHD50/50100% JERAX
Portfolio after 10yr
$25.4K
Annual income
$469.23/yr
Blended yield
1.85%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JERAX buys
0
SPHD buys
0
No recent congressional trades found for JERAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJERAXSPHD
Forward yield3.02%4.33%
Annual dividend / share$0.37$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.3K$26.5K
Annual income after 10y$367.14$571.32
Total dividends collected$3.4K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJERAX PortfolioJERAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,002$302.19$11,133$432.85$131.00SPHD
2$12,083$310.72$12,363$450.36$280.00SPHD
3$13,248$318.92$13,695$467.39$447.00SPHD
4$14,502$326.79$15,138$483.90$636.00SPHD
5$15,851$334.32$16,697$499.88$846.00SPHD
6$17,303$341.53$18,382$515.31$1.1KSPHD
7$18,862$348.41$20,198$530.17$1.3KSPHD
8$20,537$354.96$22,157$544.46$1.6KSPHD
9$22,336$361.20$24,266$558.18$1.9KSPHD
10$24,267$367.14$26,536$571.32$2.3KSPHD

JERAX vs SPHD: Complete Analysis 2026

JERAXStock

The fund pursues its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of real estate-related companies. Such companies may include those in the real estate industry or real estate-related industries. These securities may include common stocks, preferred stocks, and other equity securities, including, but not limited to, REITs and similar REIT-like entities, such as foreign entities that have REIT characteristics and real estate operating companies.

Full JERAX 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.