HomeCompareJGBSX vs SPHD

JGBSX vs SPHD: Dividend Comparison 2026

JGBSX yields 0.38% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $6.3K in total portfolio value
10 years
JGBSX
JGBSX
● Live price
0.38%
Share price
$7.67
Annual div
$0.03
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.2K
Annual income
$39.14
Full JGBSX 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 — JGBSX vs SPHD

📍 SPHD pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodJGBSXSPHD
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%.
📅

Dividend Calendar Overlap

Combined, JGBSX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JGBSX pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

JGBSX
Annual income on $10K today (after 15% tax)
$32.45/yr
After 10yr DRIP, annual income (after tax)
$33.27/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 $449.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JGBSX: 50%SPHD: 50%
100% SPHD50/50100% JGBSX
Portfolio after 10yr
$23.4K
Annual income
$303.25/yr
Blended yield
1.30%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JGBSX buys
0
SPHD buys
0
No recent congressional trades found for JGBSX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJGBSXSPHD
Forward yield0.38%4.30%
Annual dividend / share$0.03$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.2K$26.5K
Annual income after 10y$39.14$567.37
Total dividends collected$387.00$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJGBSX PortfolioJGBSX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,738$38.18$11,130$430.50$392.00SPHD
2$11,528$38.31$12,357$447.82$829.00SPHD
3$12,374$38.44$13,687$464.65$1.3KSPHD
4$13,278$38.56$15,126$480.98$1.8KSPHD
5$14,246$38.67$16,682$496.78$2.4KSPHD
6$15,282$38.78$18,362$512.03$3.1KSPHD
7$16,391$38.88$20,174$526.72$3.8KSPHD
8$17,577$38.97$22,127$540.84$4.5KSPHD
9$18,847$39.06$24,230$554.39$5.4KSPHD
10$20,205$39.14$26,493$567.37$6.3KSPHD

JGBSX vs SPHD: Complete Analysis 2026

JGBSXStock

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in bonds. Bonds include, but are not limited to, corporate bonds, government notes and bonds, convertible bonds, commercial and residential mortgage-backed securities, and zero-coupon bonds. It invests in corporate debt securities of issuers in a number of different countries, which may include the United States. The fund may invest up to 35% of its net assets in high-yield/high-risk debt securities.

Full JGBSX 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 →
📬

Get this JGBSX vs SPHD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JGBSX vs SCHDJGBSX vs JEPIJGBSX vs OJGBSX vs KOJGBSX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.