HomeCompareJGCIX vs SPHD

JGCIX vs SPHD: Dividend Comparison 2026

JGCIX yields 7.08% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JGCIX wins by $5.5K in total portfolio value
10 years
JGCIX
JGCIX
● Live price
7.08%
Share price
$13.69
Annual div
$0.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.9K
Annual income
$1,109.52
Full JGCIX 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 — JGCIX vs SPHD

📍 JGCIX 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 PeriodJGCIXSPHD
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, JGCIX + SPHD cover 0 of 12 monthsgood coverage

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

JGCIX
Annual income on $10K today (after 15% tax)
$601.68/yr
After 10yr DRIP, annual income (after tax)
$943.09/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, JGCIX beats the other by $460.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JGCIX: 50%SPHD: 50%
100% SPHD50/50100% JGCIX
Portfolio after 10yr
$29.2K
Annual income
$838.44/yr
Blended yield
2.87%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JGCIX buys
0
SPHD buys
0
No recent congressional trades found for JGCIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJGCIXSPHD
Forward yield7.08%4.30%
Annual dividend / share$0.97$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.9K$26.5K
Annual income after 10y$1,109.52$567.37
Total dividends collected$9.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJGCIX PortfolioJGCIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,408$707.86$11,130$430.50+$278.00JGCIX
2$12,961$754.69$12,357$447.82+$604.00JGCIX
3$14,670$801.35$13,687$464.65+$983.00JGCIX
4$16,544$847.65$15,126$480.98+$1.4KJGCIX
5$18,596$893.43$16,682$496.78+$1.9KJGCIX
6$20,836$938.52$18,362$512.03+$2.5KJGCIX
7$23,277$982.79$20,174$526.72+$3.1KJGCIX
8$25,933$1,026.11$22,127$540.84+$3.8KJGCIX
9$28,817$1,068.38$24,230$554.39+$4.6KJGCIX
10$31,943$1,109.52$26,493$567.37+$5.5KJGCIX

JGCIX vs SPHD: Complete Analysis 2026

JGCIXStock

The fund invests in other Janus Henderson mutual funds and ETFs ("underlying funds") that represent a variety of asset classes and investment styles and provide exposure to issuers that are economically tied to countries throughout the world. The fund invests in a diversified portfolio of underlying funds, resulting in an allocation of the fund’s investments that normally provides exposure to equity investments, fixed-income securities, money market instruments, and, if available, alternative investments.

Full JGCIX 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.