HomeCompareJFNNX vs SPHD

JFNNX vs SPHD: Dividend Comparison 2026

JFNNX yields 4.84% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JFNNX wins by $975.00 in total portfolio value
10 years
JFNNX
JFNNX
● Live price
4.84%
Share price
$77.85
Annual div
$3.77
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.5K
Annual income
$659.11
Full JFNNX 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 — JFNNX vs SPHD

📍 JFNNX 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 PeriodJFNNXSPHD
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, JFNNX + SPHD cover 0 of 12 monthsgood coverage

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

JFNNX
Annual income on $10K today (after 15% tax)
$411.09/yr
After 10yr DRIP, annual income (after tax)
$560.24/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, JFNNX beats the other by $77.98/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 JFNNX + SPHD for your $10,000?

JFNNX: 50%SPHD: 50%
100% SPHD50/50100% JFNNX
Portfolio after 10yr
$27.0K
Annual income
$613.24/yr
Blended yield
2.27%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JFNNX buys
0
SPHD buys
0
No recent congressional trades found for JFNNX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJFNNXSPHD
Forward yield4.84%4.30%
Annual dividend / share$3.77$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.5K$26.5K
Annual income after 10y$659.11$567.37
Total dividends collected$5.8K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJFNNX PortfolioJFNNX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,184$483.64$11,130$430.50+$54.00JFNNX
2$12,472$505.50$12,357$447.82+$115.00JFNNX
3$13,872$526.85$13,687$464.65+$185.00JFNNX
4$15,391$547.65$15,126$480.98+$265.00JFNNX
5$17,036$567.86$16,682$496.78+$354.00JFNNX
6$18,816$587.44$18,362$512.03+$454.00JFNNX
7$20,739$606.37$20,174$526.72+$565.00JFNNX
8$22,816$624.64$22,127$540.84+$689.00JFNNX
9$25,055$642.22$24,230$554.39+$825.00JFNNX
10$27,468$659.11$26,493$567.37+$975.00JFNNX

JFNNX vs SPHD: Complete Analysis 2026

JFNNXStock

The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies that the portfolio managers believe have a life science orientation. In the fund's pursuit of companies with a life science orientation, the fund has a fundamental policy to normally invest at least 25% of its total assets in securities of companies that are categorized in the "life sciences" sector.

Full JFNNX 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.