HomeCompareJSHAX vs SPHD

JSHAX vs SPHD: Dividend Comparison 2026

JSHAX yields 4.44% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JSHAX wins by $250.00 in total portfolio value
10 years
JSHAX
JSHAX
● Live price
4.44%
Share price
$2.88
Annual div
$0.13
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.7K
Annual income
$590.63
Full JSHAX 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 — JSHAX vs SPHD

📍 JSHAX 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 PeriodJSHAXSPHD
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, JSHAX + SPHD cover 0 of 12 monthsgood coverage

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

JSHAX
Annual income on $10K today (after 15% tax)
$377.63/yr
After 10yr DRIP, annual income (after tax)
$502.04/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, JSHAX beats the other by $19.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JSHAX: 50%SPHD: 50%
100% SPHD50/50100% JSHAX
Portfolio after 10yr
$26.6K
Annual income
$579.00/yr
Blended yield
2.18%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JSHAX buys
0
SPHD buys
0
No recent congressional trades found for JSHAX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJSHAXSPHD
Forward yield4.44%4.30%
Annual dividend / share$0.13$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.7K$26.5K
Annual income after 10y$590.63$567.37
Total dividends collected$5.2K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJSHAX PortfolioJSHAX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,144$444.27$11,130$430.50+$14.00JSHAX
2$12,387$462.72$12,357$447.82+$30.00JSHAX
3$13,735$480.67$13,687$464.65+$48.00JSHAX
4$15,194$498.10$15,126$480.98+$68.00JSHAX
5$16,773$514.99$16,682$496.78+$91.00JSHAX
6$18,478$531.30$18,362$512.03+$116.00JSHAX
7$20,319$547.03$20,174$526.72+$145.00JSHAX
8$22,303$562.16$22,127$540.84+$176.00JSHAX
9$24,441$576.70$24,230$554.39+$211.00JSHAX
10$26,743$590.63$26,493$567.37+$250.00JSHAX

JSHAX vs SPHD: Complete Analysis 2026

JSHAXStock

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in short- and intermediate-term securities such as corporate bonds or notes or government securities, including agency securities. It may invest up to 35% of its net assets in high-yield/high-risk bonds, also known as "junk" bonds.

Full JSHAX 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.