HomeCompareJSPGX vs SPHD

JSPGX vs SPHD: Dividend Comparison 2026

JSPGX yields 6.77% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JSPGX wins by $4.8K in total portfolio value
10 years
JSPGX
JSPGX
● Live price
6.77%
Share price
$14.03
Annual div
$0.95
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.3K
Annual income
$1,042.11
Full JSPGX 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 — JSPGX vs SPHD

📍 JSPGX 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 PeriodJSPGXSPHD
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, JSPGX + SPHD cover 0 of 12 monthsgood coverage

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

JSPGX
Annual income on $10K today (after 15% tax)
$575.86/yr
After 10yr DRIP, annual income (after tax)
$885.79/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, JSPGX beats the other by $403.53/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 JSPGX + SPHD for your $10,000?

JSPGX: 50%SPHD: 50%
100% SPHD50/50100% JSPGX
Portfolio after 10yr
$28.9K
Annual income
$804.73/yr
Blended yield
2.78%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JSPGX buys
0
SPHD buys
0
No recent congressional trades found for JSPGX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJSPGXSPHD
Forward yield6.77%4.30%
Annual dividend / share$0.95$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.3K$26.5K
Annual income after 10y$1,042.11$567.37
Total dividends collected$8.6K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJSPGX PortfolioJSPGX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,377$677.48$11,130$430.50+$247.00JSPGX
2$12,894$720.38$12,357$447.82+$537.00JSPGX
3$14,560$763.01$13,687$464.65+$873.00JSPGX
4$16,384$805.20$15,126$480.98+$1.3KJSPGX
5$18,378$846.82$16,682$496.78+$1.7KJSPGX
6$20,552$887.73$18,362$512.03+$2.2KJSPGX
7$22,919$927.80$20,174$526.72+$2.7KJSPGX
8$25,490$966.94$22,127$540.84+$3.4KJSPGX
9$28,279$1,005.07$24,230$554.39+$4.0KJSPGX
10$31,301$1,042.11$26,493$567.37+$4.8KJSPGX

JSPGX vs SPHD: Complete Analysis 2026

JSPGXStock

The fund invests in other Janus Henderson mutual funds ("underlying funds") that represent a variety of asset classes and investment styles and provide exposure to issuers that are economically tied to countries throughout the world. The fund invests in a diversified portfolio of underlying funds, resulting in an allocation of the fund’s investments that normally provides exposure to equity investments, fixed-income securities, money market instruments, and, if available, alternative investments.

Full JSPGX 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.