HomeCompareJSHIX vs SPHD

JSHIX vs SPHD: Dividend Comparison 2026

JSHIX yields 4.68% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JSHIX wins by $638.00 in total portfolio value
10 years
JSHIX
JSHIX
● Live price
4.68%
Share price
$2.88
Annual div
$0.13
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.2K
Annual income
$631.23
Full JSHIX 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 — JSHIX vs SPHD

📍 JSHIX 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 PeriodJSHIXSPHD
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, JSHIX + SPHD cover 0 of 12 monthsgood coverage

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

JSHIX
Annual income on $10K today (after 15% tax)
$397.64/yr
After 10yr DRIP, annual income (after tax)
$536.55/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, JSHIX beats the other by $50.92/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JSHIX: 50%SPHD: 50%
100% SPHD50/50100% JSHIX
Portfolio after 10yr
$26.9K
Annual income
$601.27/yr
Blended yield
2.24%
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JSHIX buys
0
SPHD buys
0
No recent congressional trades found for JSHIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJSHIXSPHD
Forward yield4.68%4.33%
Annual dividend / share$0.13$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.2K$26.5K
Annual income after 10y$631.23$571.32
Total dividends collected$5.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJSHIX PortfolioJSHIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,168$467.81$11,133$432.85+$35.00JSHIX
2$12,438$488.27$12,363$450.36+$75.00JSHIX
3$13,817$508.22$13,695$467.39+$122.00JSHIX
4$15,311$527.62$15,138$483.90+$173.00JSHIX
5$16,930$546.45$16,697$499.88+$233.00JSHIX
6$18,680$564.68$18,382$515.31+$298.00JSHIX
7$20,569$582.28$20,198$530.17+$371.00JSHIX
8$22,608$599.25$22,157$544.46+$451.00JSHIX
9$24,807$615.56$24,266$558.18+$541.00JSHIX
10$27,174$631.23$26,536$571.32+$638.00JSHIX

JSHIX vs SPHD: Complete Analysis 2026

JSHIXStock

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 JSHIX 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.