HomeCompareJORAX vs SPHD

JORAX vs SPHD: Dividend Comparison 2026

JORAX yields 10.59% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JORAX wins by $13.8K in total portfolio value
10 years
JORAX
JORAX
● Live price
10.59%
Share price
$19.30
Annual div
$2.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.3K
Annual income
$2,057.37
Full JORAX 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 — JORAX vs SPHD

📍 JORAX 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 PeriodJORAXSPHD
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, JORAX + SPHD cover 0 of 12 monthsgood coverage

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

JORAX
Annual income on $10K today (after 15% tax)
$900.15/yr
After 10yr DRIP, annual income (after tax)
$1,748.76/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, JORAX beats the other by $1,266.50/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 JORAX + SPHD for your $10,000?

JORAX: 50%SPHD: 50%
100% SPHD50/50100% JORAX
Portfolio after 10yr
$33.4K
Annual income
$1,312.37/yr
Blended yield
3.93%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JORAX buys
0
SPHD buys
0
No recent congressional trades found for JORAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJORAXSPHD
Forward yield10.59%4.30%
Annual dividend / share$2.04$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.3K$26.5K
Annual income after 10y$2,057.37$567.37
Total dividends collected$15.5K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJORAX PortfolioJORAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,759$1,059.00$11,130$430.50+$629.00JORAX
2$13,746$1,163.81$12,357$447.82+$1.4KJORAX
3$15,980$1,271.46$13,687$464.65+$2.3KJORAX
4$18,480$1,381.37$15,126$480.98+$3.4KJORAX
5$21,266$1,492.98$16,682$496.78+$4.6KJORAX
6$24,360$1,605.70$18,362$512.03+$6.0KJORAX
7$27,785$1,719.01$20,174$526.72+$7.6KJORAX
8$31,562$1,832.38$22,127$540.84+$9.4KJORAX
9$35,717$1,945.32$24,230$554.39+$11.5KJORAX
10$40,274$2,057.37$26,493$567.37+$13.8KJORAX

JORAX vs SPHD: Complete Analysis 2026

JORAXStock

The fund pursues its investment objective by normally investing in a portfolio of 40-65 domestic and foreign common stocks selected for their growth potential and normally investing at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States.

Full JORAX 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.