HomeCompareJMOAX vs SPHD

JMOAX vs SPHD: Dividend Comparison 2026

JMOAX yields 6.00% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JMOAX wins by $3.2K in total portfolio value
10 years
JMOAX
JMOAX
● Live price
6.00%
Share price
$12.78
Annual div
$0.77
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.7K
Annual income
$878.89
Full JMOAX 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 — JMOAX vs SPHD

📍 JMOAX 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 PeriodJMOAXSPHD
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, JMOAX + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JMOAX pays
SPHD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

JMOAX
Annual income on $10K today (after 15% tax)
$509.74/yr
After 10yr DRIP, annual income (after tax)
$747.06/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, JMOAX beats the other by $264.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JMOAX: 50%SPHD: 50%
100% SPHD50/50100% JMOAX
Portfolio after 10yr
$28.1K
Annual income
$723.12/yr
Blended yield
2.57%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMOAX buys
0
SPHD buys
0
No recent congressional trades found for JMOAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJMOAXSPHD
Forward yield6.00%4.30%
Annual dividend / share$0.77$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.7K$26.5K
Annual income after 10y$878.89$567.37
Total dividends collected$7.4K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJMOAX PortfolioJMOAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,300$599.69$11,130$430.50+$170.00JMOAX
2$12,724$633.31$12,357$447.82+$367.00JMOAX
3$14,281$666.48$13,687$464.65+$594.00JMOAX
4$15,980$699.10$15,126$480.98+$854.00JMOAX
5$17,830$731.09$16,682$496.78+$1.1KJMOAX
6$19,840$762.35$18,362$512.03+$1.5KJMOAX
7$22,022$792.81$20,174$526.72+$1.8KJMOAX
8$24,386$822.42$22,127$540.84+$2.3KJMOAX
9$26,944$851.12$24,230$554.39+$2.7KJMOAX
10$29,709$878.89$26,493$567.37+$3.2KJMOAX

JMOAX vs SPHD: Complete Analysis 2026

JMOAXStock

The fund invests in other Janus Henderson mutual funds and ETFs that represent a variety of asset classes and investment styles and provide exposure to issuers that are economically tied to countries throughout the world. It will have approximately 40% to 65% of its net assets allocated to non-U.S. investments. The fund invests in a diversified portfolio of underlying funds, resulting in an allocation of the fund’s investments that normally provides exposure to equity investments, fixed-income securities, money market instruments and, if available, alternative investments.

Full JMOAX 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.