HomeCompareJHYFX vs SPHD

JHYFX vs SPHD: Dividend Comparison 2026

JHYFX yields 6.73% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JHYFX wins by $4.7K in total portfolio value
10 years
JHYFX
JHYFX
● Live price
6.73%
Share price
$7.27
Annual div
$0.49
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.2K
Annual income
$1,032.96
Full JHYFX 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 — JHYFX vs SPHD

📍 JHYFX 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 PeriodJHYFXSPHD
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, JHYFX + SPHD cover 0 of 12 monthsgood coverage

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

JHYFX
Annual income on $10K today (after 15% tax)
$572.29/yr
After 10yr DRIP, annual income (after tax)
$878.02/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, JHYFX beats the other by $395.75/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JHYFX: 50%SPHD: 50%
100% SPHD50/50100% JHYFX
Portfolio after 10yr
$28.9K
Annual income
$800.16/yr
Blended yield
2.77%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JHYFX buys
0
SPHD buys
0
No recent congressional trades found for JHYFX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJHYFXSPHD
Forward yield6.73%4.30%
Annual dividend / share$0.49$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.2K$26.5K
Annual income after 10y$1,032.96$567.37
Total dividends collected$8.6K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJHYFX PortfolioJHYFX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,373$673.29$11,130$430.50+$243.00JHYFX
2$12,885$715.65$12,357$447.82+$528.00JHYFX
3$14,545$757.74$13,687$464.65+$858.00JHYFX
4$16,362$799.38$15,126$480.98+$1.2KJHYFX
5$18,348$840.45$16,682$496.78+$1.7KJHYFX
6$20,513$880.79$18,362$512.03+$2.2KJHYFX
7$22,869$920.31$20,174$526.72+$2.7KJHYFX
8$25,429$958.89$22,127$540.84+$3.3KJHYFX
9$28,206$996.47$24,230$554.39+$4.0KJHYFX
10$31,213$1,032.96$26,493$567.37+$4.7KJHYFX

JHYFX vs SPHD: Complete Analysis 2026

JHYFXStock

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in high-yield/high-risk securities rated below investment grade. Securities rated below investment grade may include their unrated equivalents or other high-yielding securities the portfolio managers believe offer attractive risk/return characteristics.

Full JHYFX 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.