HomeCompareJLGRX vs SPHD

JLGRX vs SPHD: Dividend Comparison 2026

JLGRX yields 12.14% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JLGRX wins by $18.0K in total portfolio value
10 years
JLGRX
JLGRX
● Live price
12.14%
Share price
$77.96
Annual div
$9.46
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.5K
Annual income
$2,587.45
Full JLGRX 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 — JLGRX vs SPHD

📍 JLGRX 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 PeriodJLGRXSPHD
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, JLGRX + SPHD cover 0 of 12 monthsgood coverage

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

JLGRX
Annual income on $10K today (after 15% tax)
$1,031.62/yr
After 10yr DRIP, annual income (after tax)
$2,199.33/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, JLGRX beats the other by $1,717.07/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 JLGRX + SPHD for your $10,000?

JLGRX: 50%SPHD: 50%
100% SPHD50/50100% JLGRX
Portfolio after 10yr
$35.5K
Annual income
$1,577.41/yr
Blended yield
4.44%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JLGRX buys
0
SPHD buys
0
No recent congressional trades found for JLGRX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJLGRXSPHD
Forward yield12.14%4.30%
Annual dividend / share$9.46$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$44.5K$26.5K
Annual income after 10y$2,587.45$567.37
Total dividends collected$18.8K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJLGRX PortfolioJLGRX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,914$1,213.67$11,130$430.50+$784.00JLGRX
2$14,099$1,351.34$12,357$447.82+$1.7KJLGRX
3$16,580$1,494.59$13,687$464.65+$2.9KJLGRX
4$19,384$1,642.66$15,126$480.98+$4.3KJLGRX
5$22,535$1,794.76$16,682$496.78+$5.9KJLGRX
6$26,063$1,950.06$18,362$512.03+$7.7KJLGRX
7$29,995$2,107.77$20,174$526.72+$9.8KJLGRX
8$34,362$2,267.08$22,127$540.84+$12.2KJLGRX
9$39,194$2,427.22$24,230$554.39+$15.0KJLGRX
10$44,525$2,587.45$26,493$567.37+$18.0KJLGRX

JLGRX vs SPHD: Complete Analysis 2026

JLGRXStock

Under normal circumstances, at least 80% of the fund's assets will be invested in the equity securities of large, well-established companies. Assets means net assets, plus the amount of borrowings for investment purposes. Large, well-established companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Growth Index at the time of purchase.

Full JLGRX 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.