HomeCompareJMOCX vs SPHD

JMOCX vs SPHD: Dividend Comparison 2026

JMOCX yields 5.55% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JMOCX wins by $2.3K in total portfolio value
10 years
JMOCX
JMOCX
● Live price
5.55%
Share price
$12.80
Annual div
$0.71
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.8K
Annual income
$791.12
Full JMOCX 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 — JMOCX vs SPHD

📍 JMOCX 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 PeriodJMOCXSPHD
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, JMOCX + SPHD cover 0 of 12 monthsgood coverage

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

JMOCX
Annual income on $10K today (after 15% tax)
$471.81/yr
After 10yr DRIP, annual income (after tax)
$672.45/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, JMOCX beats the other by $190.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JMOCX: 50%SPHD: 50%
100% SPHD50/50100% JMOCX
Portfolio after 10yr
$27.7K
Annual income
$679.24/yr
Blended yield
2.46%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMOCX buys
0
SPHD buys
0
No recent congressional trades found for JMOCX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJMOCXSPHD
Forward yield5.55%4.30%
Annual dividend / share$0.71$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.8K$26.5K
Annual income after 10y$791.12$567.37
Total dividends collected$6.8K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJMOCX PortfolioJMOCX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,255$555.07$11,130$430.50+$125.00JMOCX
2$12,627$583.86$12,357$447.82+$270.00JMOCX
3$14,123$612.17$13,687$464.65+$436.00JMOCX
4$15,751$639.91$15,126$480.98+$625.00JMOCX
5$17,521$667.01$16,682$496.78+$839.00JMOCX
6$19,441$693.40$18,362$512.03+$1.1KJMOCX
7$21,521$719.05$20,174$526.72+$1.3KJMOCX
8$23,771$743.91$22,127$540.84+$1.6KJMOCX
9$26,203$767.94$24,230$554.39+$2.0KJMOCX
10$28,828$791.12$26,493$567.37+$2.3KJMOCX

JMOCX vs SPHD: Complete Analysis 2026

JMOCXStock

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 JMOCX 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.