HomeCompareJNGLX vs SPHD

JNGLX vs SPHD: Dividend Comparison 2026

JNGLX yields 4.74% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JNGLX wins by $796.00 in total portfolio value
10 years
JNGLX
JNGLX
● Live price
4.74%
Share price
$77.97
Annual div
$3.70
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.3K
Annual income
$642.14
Full JNGLX 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 — JNGLX vs SPHD

📍 JNGLX 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 PeriodJNGLXSPHD
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, JNGLX + SPHD cover 0 of 12 monthsgood coverage

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

JNGLX
Annual income on $10K today (after 15% tax)
$402.93/yr
After 10yr DRIP, annual income (after tax)
$545.82/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, JNGLX beats the other by $63.55/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JNGLX: 50%SPHD: 50%
100% SPHD50/50100% JNGLX
Portfolio after 10yr
$26.9K
Annual income
$604.75/yr
Blended yield
2.25%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JNGLX buys
0
SPHD buys
0
No recent congressional trades found for JNGLX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJNGLXSPHD
Forward yield4.74%4.30%
Annual dividend / share$3.70$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.3K$26.5K
Annual income after 10y$642.14$567.37
Total dividends collected$5.6K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJNGLX PortfolioJNGLX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,174$474.04$11,130$430.50+$44.00JNGLX
2$12,451$495.04$12,357$447.82+$94.00JNGLX
3$13,838$515.54$13,687$464.65+$151.00JNGLX
4$15,343$535.48$15,126$480.98+$217.00JNGLX
5$16,971$554.85$16,682$496.78+$289.00JNGLX
6$18,733$573.60$18,362$512.03+$371.00JNGLX
7$20,636$591.72$20,174$526.72+$462.00JNGLX
8$22,690$609.19$22,127$540.84+$563.00JNGLX
9$24,904$626.00$24,230$554.39+$674.00JNGLX
10$27,289$642.14$26,493$567.37+$796.00JNGLX

JNGLX vs SPHD: Complete Analysis 2026

JNGLXStock

The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies that the portfolio manager believes have a life science orientation. In the fund's pursuit of companies with a life science orientation, the fund has a fundamental policy to normally invest at least 25% of its total assets in securities of companies that are categorized in the "life sciences" sector.

Full JNGLX 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.