HomeCompareJMUIX vs SPHD

JMUIX vs SPHD: Dividend Comparison 2026

JMUIX yields 6.60% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JMUIX wins by $4.5K in total portfolio value
10 years
JMUIX
JMUIX
● Live price
6.60%
Share price
$8.60
Annual div
$0.57
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.9K
Annual income
$1,005.01
Full JMUIX 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 — JMUIX vs SPHD

📍 JMUIX 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 PeriodJMUIXSPHD
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, JMUIX + SPHD cover 0 of 12 monthsgood coverage

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

JMUIX
Annual income on $10K today (after 15% tax)
$561.30/yr
After 10yr DRIP, annual income (after tax)
$854.26/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, JMUIX beats the other by $371.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JMUIX: 50%SPHD: 50%
100% SPHD50/50100% JMUIX
Portfolio after 10yr
$28.7K
Annual income
$786.18/yr
Blended yield
2.74%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMUIX buys
0
SPHD buys
0
No recent congressional trades found for JMUIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJMUIXSPHD
Forward yield6.60%4.30%
Annual dividend / share$0.57$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.9K$26.5K
Annual income after 10y$1,005.01$567.37
Total dividends collected$8.4K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJMUIX PortfolioJMUIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,360$660.35$11,130$430.50+$230.00JMUIX
2$12,857$701.10$12,357$447.82+$500.00JMUIX
3$14,498$741.54$13,687$464.65+$811.00JMUIX
4$16,295$781.51$15,126$480.98+$1.2KJMUIX
5$18,256$820.88$16,682$496.78+$1.6KJMUIX
6$20,394$859.53$18,362$512.03+$2.0KJMUIX
7$22,718$897.35$20,174$526.72+$2.5KJMUIX
8$25,243$934.25$22,127$540.84+$3.1KJMUIX
9$27,980$970.16$24,230$554.39+$3.8KJMUIX
10$30,944$1,005.01$26,493$567.37+$4.5KJMUIX

JMUIX vs SPHD: Complete Analysis 2026

JMUIXStock

The fund pursues its investment objective by primarily investing, under normal circumstances, in a multi-sector portfolio of U.S. and non-U.S. debt securities of varying maturities that the portfolio managers believe have high income potential. Its investments in below investment grade securities are limited to 65% of its net assets, but under unusual circumstances, such as when new issue allocations are higher than expected, this limit may be exceeded on a temporary basis.

Full JMUIX 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.