HomeCompareJGMCX vs SPHD

JGMCX vs SPHD: Dividend Comparison 2026

JGMCX yields 15.99% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JGMCX wins by $30.4K in total portfolio value
10 years
JGMCX
JGMCX
● Live price
15.99%
Share price
$18.53
Annual div
$2.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$56.9K
Annual income
$4,280.29
Full JGMCX 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 — JGMCX vs SPHD

📍 JGMCX 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 PeriodJGMCXSPHD
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, JGMCX + SPHD cover 0 of 12 monthsgood coverage

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

JGMCX
Annual income on $10K today (after 15% tax)
$1,359.39/yr
After 10yr DRIP, annual income (after tax)
$3,638.25/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, JGMCX beats the other by $3,155.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JGMCX: 50%SPHD: 50%
100% SPHD50/50100% JGMCX
Portfolio after 10yr
$41.7K
Annual income
$2,423.83/yr
Blended yield
5.81%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JGMCX buys
0
SPHD buys
0
No recent congressional trades found for JGMCX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJGMCXSPHD
Forward yield15.99%4.30%
Annual dividend / share$2.96$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$56.9K$26.5K
Annual income after 10y$4,280.29$567.37
Total dividends collected$28.6K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJGMCX PortfolioJGMCX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$12,299$1,599.28$11,130$430.50+$1.2KJGMCX
2$14,999$1,838.31$12,357$447.82+$2.6KJGMCX
3$18,144$2,095.10$13,687$464.65+$4.5KJGMCX
4$21,782$2,368.61$15,126$480.98+$6.7KJGMCX
5$25,965$2,657.60$16,682$496.78+$9.3KJGMCX
6$30,743$2,960.64$18,362$512.03+$12.4KJGMCX
7$36,171$3,276.15$20,174$526.72+$16.0KJGMCX
8$42,305$3,602.43$22,127$540.84+$20.2KJGMCX
9$49,204$3,937.75$24,230$554.39+$25.0KJGMCX
10$56,929$4,280.29$26,493$567.37+$30.4KJGMCX

JGMCX vs SPHD: Complete Analysis 2026

JGMCXStock

The fund pursues its investment objective by investing at least 50% of its equity assets in small- and medium-sized companies. It may also invest in larger companies with strong growth potential. Small- and medium-sized companies are defined by the portfolio managers as those companies whose market capitalization falls within the range of companies in the Russell 2500® Growth Index at the time of initial purchase. The fund may also invest in foreign securities, which may include investments in emerging markets.

Full JGMCX 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.