Is JLVMX or SPHD a better dividend investment in 2026?

JLVMX currently yields 8.43% with a 5% 5-year dividend growth rate. SPHD yields 4.00% with 5% growth. The better choice depends on your goal: JLVMX offers higher current income.

What is the dividend yield difference between JLVMX and SPHD?

JLVMX has a forward dividend yield of 8.43% ($1.73/share annually). SPHD yields 4.00% ($2.00/share annually). The yield gap is 4.43 percentage points.

Home › Compare › JLVMX vs SPHD

JLVMX vs SPHD: Dividend Comparison 2026

JLVMX yields 8.43% · SPHD yields 4.00%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 JLVMX wins by $6.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JLVMX

● Live price

8.43%

Share price

$20.56

Annual div

$1.73

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$34.9K

Annual income

$1,436.36

Full JLVMX calculator →

SPHD

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full SPHD calculator →

Portfolio growth — JLVMX vs SPHD

📍 JLVMX 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 Period	JLVMX	SPHD
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, JLVMX + SPHD cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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JLVMX 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.

JLVMX

Annual income on $10K today (after 15% tax)

$716.65/yr

After 10yr DRIP, annual income (after tax)

$1,220.91/yr

SPHD

Annual income on $10K today (after 15% tax)

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, JLVMX beats the other by $456.59/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 JLVMX + SPHD for your $10,000?

JLVMX: 50%SPHD: 50%

100% SPHD50/50100% JLVMX

Portfolio after 10yr

$31.5K

Annual income

$1,167.78/yr

Blended yield

3.71%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JLVMX buys

SPHD buys

No recent congressional trades found for JLVMX or SPHD in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricJLVMXSPHD

Forward yield	8.43% ✓	4.00%
Annual dividend / share	$1.73	$2.00 ✓
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$34.9K ✓	$28.0K
Annual income after 10y	$1,436.36 ✓	$899.19
Total dividends collected	$11.4K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JLVMX Portfolio	JLVMX Income/yr	SPHD Portfolio	SPHD Income/yr	Gap
1← crossover	$11,543	$843.12	$11,120	$420.00	+$423.00 → JLVMX
2	$13,261	$909.56	$12,357	$458.31	+$904.00 → JLVMX
3	$15,165	$976.54	$13,721	$499.76	+$1.4K → JLVMX
4	$17,271	$1,043.75	$15,227	$544.58	+$2.0K → JLVMX
5	$19,591	$1,110.88	$16,885	$593.02	+$2.7K → JLVMX
6	$22,140	$1,177.66	$18,713	$645.34	+$3.4K → JLVMX
7	$24,933	$1,243.82	$20,724	$701.81	+$4.2K → JLVMX
8	$27,988	$1,309.13	$22,938	$762.73	+$5.0K → JLVMX
9	$31,320	$1,373.37	$25,372	$828.41	+$5.9K → JLVMX
10	$34,949	$1,436.36	$28,047	$899.19	+$6.9K → JLVMX

JLVMX vs SPHD: Complete Analysis 2026

JLVMX — Stock

The investment seeks capital appreciation with the incidental goal of achieving current income by investing primarily in equity securities. The fund normally invests at least 80% of its assets in equity securities of large companies, including common stocks, and debt and preferred stocks which are convertible to common stock. Assets means net assets, plus the amount of borrowings for investment purposes. Large companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Value Index at the time of purchase.

Full JLVMX Calculator →

SPHD — ETF

SPHD is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SPHD shares.

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.