HomeCompareJHJAX vs SPHD

JHJAX vs SPHD: Dividend Comparison 2026

JHJAX yields 29.68% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JHJAX wins by $103.4K in total portfolio value
10 years
JHJAX
JHJAX
● Live price
29.68%
Share price
$12.73
Annual div
$3.78
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$129.9K
Annual income
$17,030.44
Full JHJAX 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 — JHJAX vs SPHD

📍 JHJAX 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 PeriodJHJAXSPHD
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, JHJAX + SPHD cover 0 of 12 monthsgood coverage

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

JHJAX
Annual income on $10K today (after 15% tax)
$2,522.53/yr
After 10yr DRIP, annual income (after tax)
$14,475.87/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, JHJAX beats the other by $13,993.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JHJAX: 50%SPHD: 50%
100% SPHD50/50100% JHJAX
Portfolio after 10yr
$78.2K
Annual income
$8,798.90/yr
Blended yield
11.25%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JHJAX buys
0
SPHD buys
0
No recent congressional trades found for JHJAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJHJAXSPHD
Forward yield29.68%4.30%
Annual dividend / share$3.78$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$129.9K$26.5K
Annual income after 10y$17,030.44$567.37
Total dividends collected$88.3K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJHJAX PortfolioJHJAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$13,668$2,967.68$11,130$430.50+$2.5KJHJAX
2$18,415$3,790.78$12,357$447.82+$6.1KJHJAX
3$24,478$4,773.38$13,687$464.65+$10.8KJHJAX
4$32,121$5,929.74$15,126$480.98+$17.0KJHJAX
5$41,642$7,272.25$16,682$496.78+$25.0KJHJAX
6$53,367$8,811.00$18,362$512.03+$35.0KJHJAX
7$67,657$10,553.37$20,174$526.72+$47.5KJHJAX
8$84,896$12,503.76$22,127$540.84+$62.8KJHJAX
9$105,502$14,663.44$24,230$554.39+$81.3KJHJAX
10$129,918$17,030.44$26,493$567.37+$103.4KJHJAX

JHJAX vs SPHD: Complete Analysis 2026

JHJAXStock

Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies or sectors that meet the manager's sustainability criteria. The fund's managers consider large-capitalization companies to be those companies in the capitalization range of the S&P 500 Index. Equity securities include common and preferred stocks and their equivalents.

Full JHJAX 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.