HomeCompareJFRNX vs SPHD

JFRNX vs SPHD: Dividend Comparison 2026

JFRNX yields 13.03% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JFRNX wins by $20.7K in total portfolio value
10 years
JFRNX
JFRNX
● Live price
13.03%
Share price
$53.47
Annual div
$6.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.2K
Annual income
$2,929.57
Full JFRNX 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 — JFRNX vs SPHD

📍 JFRNX 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 PeriodJFRNXSPHD
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, JFRNX + SPHD cover 0 of 12 monthsgood coverage

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

JFRNX
Annual income on $10K today (after 15% tax)
$1,107.52/yr
After 10yr DRIP, annual income (after tax)
$2,490.13/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, JFRNX beats the other by $2,007.87/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JFRNX: 50%SPHD: 50%
100% SPHD50/50100% JFRNX
Portfolio after 10yr
$36.8K
Annual income
$1,748.46/yr
Blended yield
4.75%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JFRNX buys
0
SPHD buys
0
No recent congressional trades found for JFRNX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJFRNXSPHD
Forward yield13.03%4.30%
Annual dividend / share$6.97$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$47.2K$26.5K
Annual income after 10y$2,929.57$567.37
Total dividends collected$20.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJFRNX PortfolioJFRNX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,003$1,302.96$11,130$430.50+$873.00JFRNX
2$14,305$1,461.63$12,357$447.82+$1.9KJFRNX
3$16,934$1,627.97$13,687$464.65+$3.2KJFRNX
4$19,921$1,801.12$15,126$480.98+$4.8KJFRNX
5$23,295$1,980.16$16,682$496.78+$6.6KJFRNX
6$27,090$2,164.11$18,362$512.03+$8.7KJFRNX
7$31,338$2,352.00$20,174$526.72+$11.2KJFRNX
8$36,075$2,542.85$22,127$540.84+$13.9KJFRNX
9$41,336$2,735.68$24,230$554.39+$17.1KJFRNX
10$47,159$2,929.57$26,493$567.37+$20.7KJFRNX

JFRNX vs SPHD: Complete Analysis 2026

JFRNXStock

The investment seeks long-term growth of capital. The fund pursues its investment objective by normally investing primarily in a core group of 30-40 common stocks selected for their growth potential. It may invest in companies of any size, but will invest primarily in larger, well-established companies. The fund may also invest in foreign securities, which may include investments in emerging markets. It is non-diversified.

Full JFRNX 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.