HomeCompareJSPMX vs SCHD

JSPMX vs SCHD: Dividend Comparison 2026

JSPMX yields 6.07% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JSPMX wins by $849.00 in total portfolio value
10 years
JSPMX
JSPMX
● Live price
6.07%
Share price
$12.85
Annual div
$0.78
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.9K
Annual income
$894.01
Full JSPMX calculator →
SCHD
Schwab U.S. Dividend Equity ETF
● Live price
3.46%
Share price
$30.48
Annual div
$1.06
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$425.95
Full SCHD calculator →

Portfolio growth — JSPMX vs SCHD

📍 JSPMX 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 PeriodJSPMXSCHD
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, JSPMX + SCHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JSPMX pays
SCHD pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

JSPMX
Annual income on $10K today (after 15% tax)
$516.10/yr
After 10yr DRIP, annual income (after tax)
$759.91/yr
SCHD
Annual income on $10K today (after 15% tax)
$294.40/yr
After 10yr DRIP, annual income (after tax)
$362.06/yr
At 15% tax rate, JSPMX beats the other by $397.85/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JSPMX + SCHD for your $10,000?

JSPMX: 50%SCHD: 50%
100% SCHD50/50100% JSPMX
Portfolio after 10yr
$29.4K
Annual income
$659.98/yr
Blended yield
2.24%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JSPMX buys
0
SCHD buys
0
No recent congressional trades found for JSPMX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJSPMXSCHD
Forward yield6.07%3.46%
Annual dividend / share$0.78$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.9K$29.0K
Annual income after 10y$894.01$425.95
Total dividends collected$7.5K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: JSPMX vs SCHD ($10,000, DRIP)

YearJSPMX PortfolioJSPMX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,307$607.18$11,226$346.36+$81.00JSPMX
2$12,740$641.63$12,572$357.38+$168.00JSPMX
3$14,308$675.66$14,046$367.84+$262.00JSPMX
4$16,018$709.14$15,660$377.73+$358.00JSPMX
5$17,882$741.99$17,425$387.07+$457.00JSPMX
6$19,908$774.11$19,354$395.86+$554.00JSPMX
7$22,107$805.43$21,461$404.13+$646.00JSPMX
8$24,490$835.89$23,762$411.89+$728.00JSPMX
9$27,070$865.43$26,272$419.15+$798.00JSPMX
10$29,859$894.01$29,010$425.95+$849.00JSPMX

JSPMX vs SCHD: Complete Analysis 2026

JSPMXStock

The fund invests in other Janus Henderson mutual 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. It will have approximately 40% to 65% of its net assets allocated to non-U.S. investments. 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 JSPMX Calculator →

SCHDETF

The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index.

Full SCHD 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.