HomeCompareJSHCX vs SPHD

JSHCX vs SPHD: Dividend Comparison 2026

JSHCX yields 3.43% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $1.5K in total portfolio value
10 years
JSHCX
JSHCX
● Live price
3.43%
Share price
$2.88
Annual div
$0.10
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$427.87
Full JSHCX 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 — JSHCX vs SPHD

📍 SPHD 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 PeriodJSHCXSPHD
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, JSHCX + SPHD cover 0 of 12 monthsgood coverage

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

JSHCX
Annual income on $10K today (after 15% tax)
$291.65/yr
After 10yr DRIP, annual income (after tax)
$363.69/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, SPHD beats the other by $118.57/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JSHCX: 50%SPHD: 50%
100% SPHD50/50100% JSHCX
Portfolio after 10yr
$25.7K
Annual income
$497.61/yr
Blended yield
1.93%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JSHCX buys
0
SPHD buys
0
No recent congressional trades found for JSHCX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJSHCXSPHD
Forward yield3.43%4.30%
Annual dividend / share$0.10$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.0K$26.5K
Annual income after 10y$427.87$567.37
Total dividends collected$3.9K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJSHCX PortfolioJSHCX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,043$343.12$11,130$430.50$87.00SPHD
2$12,170$354.12$12,357$447.82$187.00SPHD
3$13,387$364.73$13,687$464.65$300.00SPHD
4$14,699$374.95$15,126$480.98$427.00SPHD
5$16,113$384.76$16,682$496.78$569.00SPHD
6$17,635$394.18$18,362$512.03$727.00SPHD
7$19,272$403.19$20,174$526.72$902.00SPHD
8$21,033$411.80$22,127$540.84$1.1KSPHD
9$22,926$420.03$24,230$554.39$1.3KSPHD
10$24,958$427.87$26,493$567.37$1.5KSPHD

JSHCX vs SPHD: Complete Analysis 2026

JSHCXStock

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 JSHCX 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.