HomeCompareJUNW vs SPHD

JUNW vs SPHD: Dividend Comparison 2026

JUNW yields 6.07% · SPHD yields 4.33%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JUNW wins by $3.3K in total portfolio value
10 years
JUNW
JUNW
● Live price
6.07%
Share price
$32.95
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.9K
Annual income
$893.80
Full JUNW 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 — JUNW vs SPHD

📍 JUNW 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 PeriodJUNWSPHD
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, JUNW + SPHD cover 0 of 12 monthsgood coverage

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

JUNW
Annual income on $10K today (after 15% tax)
$516.01/yr
After 10yr DRIP, annual income (after tax)
$759.73/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, JUNW beats the other by $274.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JUNW: 50%SPHD: 50%
100% SPHD50/50100% JUNW
Portfolio after 10yr
$28.2K
Annual income
$732.56/yr
Blended yield
2.60%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JUNW buys
0
SPHD buys
0
No recent congressional trades found for JUNW or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJUNWSPHD
Forward yield6.07%4.33%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.9K$26.5K
Annual income after 10y$893.80$571.32
Total dividends collected$7.5K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJUNW PortfolioJUNW Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,307$607.07$11,133$432.85+$174.00JUNW
2$12,740$641.52$12,363$450.36+$377.00JUNW
3$14,307$675.53$13,695$467.39+$612.00JUNW
4$16,018$709.01$15,138$483.90+$880.00JUNW
5$17,881$741.84$16,697$499.88+$1.2KJUNW
6$19,907$773.95$18,382$515.31+$1.5KJUNW
7$22,105$805.26$20,198$530.17+$1.9KJUNW
8$24,488$835.70$22,157$544.46+$2.3KJUNW
9$27,068$865.23$24,266$558.18+$2.8KJUNW
10$29,856$893.80$26,536$571.32+$3.3KJUNW

JUNW vs SPHD: Complete Analysis 2026

JUNWStock

The fund seeks to match, at the end of the outcome period, the share price returns of the SPDR S&P 500 ETF Trust (the underlying ETF), up to a specified upside cap, while providing a buffer against the first 20% of underlying ETF losses. The cap and the buffer will be reduced after taking into account management fees and other fund fees and expenses.

Full JUNW 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.