HomeCompareJHNBX vs SPHD

JHNBX vs SPHD: Dividend Comparison 2026

JHNBX yields 3.95% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $6.1K in total portfolio value
10 years
JHNBX
JHNBX
● Live price
3.95%
Share price
$13.51
Annual div
$0.53
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.4K
Annual income
$0.40
Full JHNBX 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 — JHNBX vs SPHD

📍 SPHD 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 PeriodJHNBXSPHD
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, JHNBX + SPHD cover 0 of 12 monthsgood coverage

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

JHNBX
Annual income on $10K today (after 15% tax)
$336.17/yr
After 10yr DRIP, annual income (after tax)
$0.34/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 $481.92/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JHNBX: 50%SPHD: 50%
100% SPHD50/50100% JHNBX
Portfolio after 10yr
$23.4K
Annual income
$283.88/yr
Blended yield
1.21%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JHNBX buys
0
SPHD buys
0
No recent congressional trades found for JHNBX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJHNBXSPHD
Forward yield3.95%4.30%
Annual dividend / share$0.53$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$20.4K$26.5K
Annual income after 10y$0.40$567.37
Total dividends collected$400.00$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJHNBX PortfolioJHNBX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,898$197.75$11,130$430.50$232.00SPHD
2$11,761$100.70$12,357$447.82$596.00SPHD
3$12,635$50.79$13,687$464.65$1.1KSPHD
4$13,545$25.50$15,126$480.98$1.6KSPHD
5$14,506$12.77$16,682$496.78$2.2KSPHD
6$15,528$6.39$18,362$512.03$2.8KSPHD
7$16,618$3.20$20,174$526.72$3.6KSPHD
8$17,783$1.60$22,127$540.84$4.3KSPHD
9$19,029$0.80$24,230$554.39$5.2KSPHD
10$20,361$0.40$26,493$567.37$6.1KSPHD

JHNBX vs SPHD: Complete Analysis 2026

JHNBXStock

The investment seeks a high level of current income consistent with prudent investment risk. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of bonds. The advisor contemplates that at least 75% of its net assets will be in investment-grade debt securities and cash and cash equivalents. It will not invest more than 10% of its total assets in securities denominated in foreign currencies. Under normal market conditions, the advisor does not anticipate investing more than 25% of its total assets in U.S. dollar-denominated foreign securities (excluding Canadian securities).

Full JHNBX 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.