HomeCompareJNVSX vs SPHD

JNVSX vs SPHD: Dividend Comparison 2026

JNVSX yields 11.51% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JNVSX wins by $16.2K in total portfolio value
10 years
JNVSX
JNVSX
● Live price
11.51%
Share price
$16.01
Annual div
$1.84
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$42.8K
Annual income
$2,363.57
Full JNVSX 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 — JNVSX vs SPHD

📍 JNVSX 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 PeriodJNVSXSPHD
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, JNVSX + SPHD cover 0 of 12 monthsgood coverage

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

JNVSX
Annual income on $10K today (after 15% tax)
$978.38/yr
After 10yr DRIP, annual income (after tax)
$2,009.03/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, JNVSX beats the other by $1,523.41/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JNVSX: 50%SPHD: 50%
100% SPHD50/50100% JNVSX
Portfolio after 10yr
$34.6K
Annual income
$1,467.45/yr
Blended yield
4.24%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JNVSX buys
0
SPHD buys
0
No recent congressional trades found for JNVSX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJNVSXSPHD
Forward yield11.51%4.33%
Annual dividend / share$1.84$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$42.8K$26.5K
Annual income after 10y$2,363.57$571.32
Total dividends collected$17.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJNVSX PortfolioJNVSX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,851$1,151.04$11,133$432.85+$718.00JNVSX
2$13,955$1,274.86$12,363$450.36+$1.6KJNVSX
3$16,335$1,403.03$13,695$467.39+$2.6KJNVSX
4$19,014$1,534.85$15,138$483.90+$3.9KJNVSX
5$22,014$1,669.63$16,697$499.88+$5.3KJNVSX
6$25,362$1,806.65$18,382$515.31+$7.0KJNVSX
7$29,083$1,945.22$20,198$530.17+$8.9KJNVSX
8$33,203$2,084.66$22,157$544.46+$11.0KJNVSX
9$37,751$2,224.31$24,266$558.18+$13.5KJNVSX
10$42,758$2,363.57$26,536$571.32+$16.2KJNVSX

JNVSX vs SPHD: Complete Analysis 2026

JNVSXStock

The fund invests in equity securities of companies. These companies are selected from a universe of all publicly traded U.S. companies that, as determined by the Adviser, have produced long-term records of consistently high returns on shareholder equity. In order to qualify for this universe, each company must have a market capitalization between $100 million and the capitalization of the largest company in the Russell Midcap ® Index, and a return on equity of 15% or greater in each of the last ten years as determined by the Adviser.

Full JNVSX 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.