HomeCompareJRE vs SPHD

JRE vs SPHD: Dividend Comparison 2026

JRE yields 5.60% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JRE wins by $2.4K in total portfolio value
10 years
JRE
JRE
● Live price
5.60%
Share price
$24.14
Annual div
$1.35
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.9K
Annual income
$799.72
Full JRE 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 — JRE vs SPHD

📍 JRE 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 PeriodJRESPHD
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, JRE + SPHD cover 0 of 12 monthsgood coverage

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

JRE
Annual income on $10K today (after 15% tax)
$475.60/yr
After 10yr DRIP, annual income (after tax)
$679.76/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, JRE beats the other by $194.14/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 JRE + SPHD for your $10,000?

JRE: 50%SPHD: 50%
100% SPHD50/50100% JRE
Portfolio after 10yr
$27.7K
Annual income
$685.52/yr
Blended yield
2.47%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JRE buys
0
SPHD buys
0
No recent congressional trades found for JRE or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJRESPHD
Forward yield5.60%4.33%
Annual dividend / share$1.35$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.9K$26.5K
Annual income after 10y$799.72$571.32
Total dividends collected$6.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJRE PortfolioJRE Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,260$559.53$11,133$432.85+$127.00JRE
2$12,636$588.79$12,363$450.36+$273.00JRE
3$14,139$617.57$13,695$467.39+$444.00JRE
4$15,774$645.78$15,138$483.90+$636.00JRE
5$17,552$673.34$16,697$499.88+$855.00JRE
6$19,480$700.20$18,382$515.31+$1.1KJRE
7$21,570$726.31$20,198$530.17+$1.4KJRE
8$23,832$751.62$22,157$544.46+$1.7KJRE
9$26,276$776.10$24,266$558.18+$2.0KJRE
10$28,915$799.72$26,536$571.32+$2.4KJRE

JRE vs SPHD: Complete Analysis 2026

JREStock

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 equity securities of U.S. real estate-related companies. Such companies may include those in the real estate industry or real estate-related industries. It may also invest up to 15% of its net assets in securities of Canadian issuers. The fund is non-diversified.

Full JRE 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.