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JMOSX vs SPHD: Dividend Comparison 2026

JMOSX yields 5.75% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JMOSX wins by $2.7K in total portfolio value
10 years
JMOSX
JMOSX
● Live price
5.75%
Share price
$12.86
Annual div
$0.74
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.2K
Annual income
$830.78
Full JMOSX calculator →
SPHD
SPHD
● Live price
4.33%
Share price
$49.34
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$571.32
Full SPHD calculator →

Portfolio growth — JMOSX vs SPHD

📍 JMOSX 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 PeriodJMOSXSPHD
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, JMOSX + SPHD cover 0 of 12 monthsgood coverage

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

JMOSX
Annual income on $10K today (after 15% tax)
$489.17/yr
After 10yr DRIP, annual income (after tax)
$706.16/yr
SPHD
Annual income on $10K today (after 15% tax)
$367.92/yr
After 10yr DRIP, annual income (after tax)
$485.62/yr
At 15% tax rate, JMOSX beats the other by $220.54/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 JMOSX + SPHD for your $10,000?

JMOSX: 50%SPHD: 50%
100% SPHD50/50100% JMOSX
Portfolio after 10yr
$27.9K
Annual income
$701.05/yr
Blended yield
2.51%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMOSX buys
0
SPHD buys
0
No recent congressional trades found for JMOSX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJMOSXSPHD
Forward yield5.75%4.33%
Annual dividend / share$0.74$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.2K$26.5K
Annual income after 10y$830.78$571.32
Total dividends collected$7.1K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJMOSX PortfolioJMOSX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,275$575.50$11,133$432.85+$142.00JMOSX
2$12,671$606.45$12,363$450.36+$308.00JMOSX
3$14,195$636.93$13,695$467.39+$500.00JMOSX
4$15,856$666.86$15,138$483.90+$718.00JMOSX
5$17,662$696.13$16,697$499.88+$965.00JMOSX
6$19,623$724.70$18,382$515.31+$1.2KJMOSX
7$21,749$752.49$20,198$530.17+$1.6KJMOSX
8$24,051$779.46$22,157$544.46+$1.9KJMOSX
9$26,540$805.56$24,266$558.18+$2.3KJMOSX
10$29,228$830.78$26,536$571.32+$2.7KJMOSX

JMOSX vs SPHD: Complete Analysis 2026

JMOSXStock

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 JMOSX 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.