HomeCompareJERCX vs SPHD

JERCX vs SPHD: Dividend Comparison 2026

JERCX yields 2.45% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $3.2K in total portfolio value
10 years
JERCX
JERCX
● Live price
2.45%
Share price
$11.78
Annual div
$0.29
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.3K
Annual income
$286.87
Full JERCX calculator →
SPHD
SPHD
● Live price
4.30%
Share price
$49.61
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.37
Full SPHD calculator →

Portfolio growth — JERCX 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 PeriodJERCXSPHD
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, JERCX + SPHD cover 0 of 12 monthsgood coverage

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

JERCX
Annual income on $10K today (after 15% tax)
$208.18/yr
After 10yr DRIP, annual income (after tax)
$243.84/yr
SPHD
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/yr
At 15% tax rate, SPHD beats the other by $238.43/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JERCX: 50%SPHD: 50%
100% SPHD50/50100% JERCX
Portfolio after 10yr
$24.9K
Annual income
$427.12/yr
Blended yield
1.71%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JERCX buys
0
SPHD buys
0
No recent congressional trades found for JERCX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJERCXSPHD
Forward yield2.45%4.30%
Annual dividend / share$0.29$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.3K$26.5K
Annual income after 10y$286.87$567.37
Total dividends collected$2.7K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJERCX PortfolioJERCX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,945$244.92$11,130$430.50$185.00SPHD
2$11,962$250.52$12,357$447.82$395.00SPHD
3$13,055$255.88$13,687$464.65$632.00SPHD
4$14,230$261.00$15,126$480.98$896.00SPHD
5$15,492$265.87$16,682$496.78$1.2KSPHD
6$16,846$270.52$18,362$512.03$1.5KSPHD
7$18,301$274.93$20,174$526.72$1.9KSPHD
8$19,861$279.12$22,127$540.84$2.3KSPHD
9$21,534$283.10$24,230$554.39$2.7KSPHD
10$23,328$286.87$26,493$567.37$3.2KSPHD

JERCX vs SPHD: Complete Analysis 2026

JERCXStock

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 JERCX 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.