HomeCompareJRSCX vs SPHD

JRSCX vs SPHD: Dividend Comparison 2026

JRSCX yields 10.56% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JRSCX wins by $13.7K in total portfolio value
10 years
JRSCX
JRSCX
● Live price
10.56%
Share price
$10.93
Annual div
$1.15
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.2K
Annual income
$2,046.61
Full JRSCX 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 — JRSCX vs SPHD

📍 JRSCX 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 PeriodJRSCXSPHD
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, JRSCX + SPHD cover 0 of 12 monthsgood coverage

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

JRSCX
Annual income on $10K today (after 15% tax)
$897.27/yr
After 10yr DRIP, annual income (after tax)
$1,739.62/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, JRSCX beats the other by $1,257.35/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JRSCX: 50%SPHD: 50%
100% SPHD50/50100% JRSCX
Portfolio after 10yr
$33.3K
Annual income
$1,306.99/yr
Blended yield
3.92%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JRSCX buys
0
SPHD buys
0
No recent congressional trades found for JRSCX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJRSCXSPHD
Forward yield10.56%4.30%
Annual dividend / share$1.15$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.2K$26.5K
Annual income after 10y$2,046.61$567.37
Total dividends collected$15.5K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJRSCX PortfolioJRSCX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,756$1,055.62$11,130$430.50+$626.00JRSCX
2$13,738$1,159.76$12,357$447.82+$1.4KJRSCX
3$15,967$1,266.69$13,687$464.65+$2.3KJRSCX
4$18,460$1,375.84$15,126$480.98+$3.3KJRSCX
5$21,239$1,486.64$16,682$496.78+$4.6KJRSCX
6$24,324$1,598.53$18,362$512.03+$6.0KJRSCX
7$27,738$1,710.98$20,174$526.72+$7.6KJRSCX
8$31,503$1,823.45$22,127$540.84+$9.4KJRSCX
9$35,644$1,935.48$24,230$554.39+$11.4KJRSCX
10$40,185$2,046.61$26,493$567.37+$13.7KJRSCX

JRSCX vs SPHD: Complete Analysis 2026

JRSCXStock

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, including, but not limited to, common stocks, depositary receipts, and real-estate investment trusts (“REITs”). It seeks to achieve market-like returns with lower volatility over a full market cycle than the Russell 1000® Index. The fund seeks to generate such returns with volatility that can range from approximately 0% to 40% lower than the Russell 1000 Index.

Full JRSCX 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.