HomeCompareJMUTX vs SPHD

JMUTX vs SPHD: Dividend Comparison 2026

JMUTX yields 6.45% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JMUTX wins by $4.1K in total portfolio value
10 years
JMUTX
JMUTX
● Live price
6.45%
Share price
$8.60
Annual div
$0.56
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.6K
Annual income
$973.26
Full JMUTX 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 — JMUTX vs SPHD

📍 JMUTX 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 PeriodJMUTXSPHD
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, JMUTX + SPHD cover 0 of 12 monthsgood coverage

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

JMUTX
Annual income on $10K today (after 15% tax)
$548.63/yr
After 10yr DRIP, annual income (after tax)
$827.27/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, JMUTX beats the other by $341.65/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 JMUTX + SPHD for your $10,000?

JMUTX: 50%SPHD: 50%
100% SPHD50/50100% JMUTX
Portfolio after 10yr
$28.6K
Annual income
$772.29/yr
Blended yield
2.70%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMUTX buys
0
SPHD buys
0
No recent congressional trades found for JMUTX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJMUTXSPHD
Forward yield6.45%4.33%
Annual dividend / share$0.56$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.6K$26.5K
Annual income after 10y$973.26$571.32
Total dividends collected$8.1K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJMUTX PortfolioJMUTX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,345$645.44$11,133$432.85+$212.00JMUTX
2$12,824$684.38$12,363$450.36+$461.00JMUTX
3$14,445$722.96$13,695$467.39+$750.00JMUTX
4$16,217$761.05$15,138$483.90+$1.1KJMUTX
5$18,151$798.52$16,697$499.88+$1.5KJMUTX
6$20,256$835.27$18,382$515.31+$1.9KJMUTX
7$22,545$871.19$20,198$530.17+$2.3KJMUTX
8$25,030$906.21$22,157$544.46+$2.9KJMUTX
9$27,722$940.25$24,266$558.18+$3.5KJMUTX
10$30,636$973.26$26,536$571.32+$4.1KJMUTX

JMUTX vs SPHD: Complete Analysis 2026

JMUTXStock

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 JMUTX 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.