HomeCompareJGRCX vs SPHD

JGRCX vs SPHD: Dividend Comparison 2026

JGRCX yields 10.13% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JGRCX wins by $12.6K in total portfolio value
10 years
JGRCX
JGRCX
● Live price
10.13%
Share price
$102.36
Annual div
$10.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.1K
Annual income
$1,913.97
Full JGRCX 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 — JGRCX vs SPHD

📍 JGRCX 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 PeriodJGRCXSPHD
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, JGRCX + SPHD cover 0 of 12 monthsgood coverage

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

JGRCX
Annual income on $10K today (after 15% tax)
$861.04/yr
After 10yr DRIP, annual income (after tax)
$1,626.87/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, JGRCX beats the other by $1,144.61/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 JGRCX + SPHD for your $10,000?

JGRCX: 50%SPHD: 50%
100% SPHD50/50100% JGRCX
Portfolio after 10yr
$32.8K
Annual income
$1,240.67/yr
Blended yield
3.78%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JGRCX buys
0
SPHD buys
0
No recent congressional trades found for JGRCX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJGRCXSPHD
Forward yield10.13%4.30%
Annual dividend / share$10.37$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$39.1K$26.5K
Annual income after 10y$1,913.97$567.37
Total dividends collected$14.6K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJGRCX PortfolioJGRCX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,713$1,012.99$11,130$430.50+$583.00JGRCX
2$13,642$1,108.89$12,357$447.82+$1.3KJGRCX
3$15,804$1,207.01$13,687$464.65+$2.1KJGRCX
4$18,217$1,306.81$15,126$480.98+$3.1KJGRCX
5$20,900$1,407.80$16,682$496.78+$4.2KJGRCX
6$23,872$1,509.48$18,362$512.03+$5.5KJGRCX
7$27,155$1,611.37$20,174$526.72+$7.0KJGRCX
8$30,769$1,713.02$22,127$540.84+$8.6KJGRCX
9$34,736$1,814.02$24,230$554.39+$10.5KJGRCX
10$39,082$1,913.97$26,493$567.37+$12.6KJGRCX

JGRCX vs SPHD: Complete Analysis 2026

JGRCXStock

The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50% of its equity assets in medium-sized companies. Medium-sized companies are those whose market capitalization falls within the range of companies in the Russell Midcap® Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities, which may include investments in emerging markets.

Full JGRCX 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.