HomeCompareJPI vs SPHD

JPI vs SPHD: Dividend Comparison 2026

JPI yields 7.22% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $3.8K in total portfolio value· pulled ahead in Year 3
10 years
JPI
JPI
● Live price
7.22%
Share price
$20.68
Annual div
$1.49
5Y div CAGR
-27.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.8K
Annual income
$32.56
Full JPI 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 — JPI vs SPHD

📍 SPHD pulled ahead of the other in Year 3

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 PeriodJPISPHD
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, JPI + SPHD cover 0 of 12 monthsgood coverage

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

JPI
Annual income on $10K today (after 15% tax)
$614.07/yr
After 10yr DRIP, annual income (after tax)
$27.68/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, SPHD beats the other by $457.95/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JPI: 50%SPHD: 50%
100% SPHD50/50100% JPI
Portfolio after 10yr
$24.6K
Annual income
$301.94/yr
Blended yield
1.23%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JPI buys
0
SPHD buys
0
No recent congressional trades found for JPI or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJPISPHD
Forward yield7.22%4.33%
Annual dividend / share$1.49$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-27.7%0%
Portfolio after 10y$22.8K$26.5K
Annual income after 10y$32.56$571.32
Total dividends collected$1.9K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJPI PortfolioJPI Income/yrSPHD PortfolioSPHD Income/yrGap
1$11,222$522.32$11,133$432.85+$89.00JPI
2$12,404$396.07$12,363$450.36+$41.00JPI
3← crossover$13,568$295.81$13,695$467.39$127.00SPHD
4$14,736$218.63$15,138$483.90$402.00SPHD
5$15,928$160.45$16,697$499.88$769.00SPHD
6$17,161$117.19$18,382$515.31$1.2KSPHD
7$18,447$85.31$20,198$530.17$1.8KSPHD
8$19,800$61.97$22,157$544.46$2.4KSPHD
9$21,231$44.94$24,266$558.18$3.0KSPHD
10$22,750$32.56$26,536$571.32$3.8KSPHD

JPI vs SPHD: Complete Analysis 2026

JPIStock

Nuveen Preferred Securities & Income Opportunities Fund operates as a closed-end investment fund. It seeks to provide high level current income and total return. The company was founded in 2003 and is headquartered in Chicago, IL.

Full JPI 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.