HomeCompareJVLIX vs SPHD

JVLIX vs SPHD: Dividend Comparison 2026

JVLIX yields 6.68% · SPHD yields 4.30%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JVLIX wins by $4.6K in total portfolio value
10 years
JVLIX
JVLIX
● Live price
6.68%
Share price
$24.56
Annual div
$1.64
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.1K
Annual income
$1,021.42
Full JVLIX 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 — JVLIX vs SPHD

📍 JVLIX 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 PeriodJVLIXSPHD
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, JVLIX + SPHD cover 0 of 12 monthsgood coverage

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

JVLIX
Annual income on $10K today (after 15% tax)
$567.77/yr
After 10yr DRIP, annual income (after tax)
$868.21/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, JVLIX beats the other by $385.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JVLIX: 50%SPHD: 50%
100% SPHD50/50100% JVLIX
Portfolio after 10yr
$28.8K
Annual income
$794.39/yr
Blended yield
2.76%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JVLIX buys
0
SPHD buys
0
No recent congressional trades found for JVLIX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJVLIXSPHD
Forward yield6.68%4.30%
Annual dividend / share$1.64$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.1K$26.5K
Annual income after 10y$1,021.42$567.37
Total dividends collected$8.5K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJVLIX PortfolioJVLIX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,368$667.96$11,130$430.50+$238.00JVLIX
2$12,873$709.66$12,357$447.82+$516.00JVLIX
3$14,526$751.07$13,687$464.65+$839.00JVLIX
4$16,334$792.02$15,126$480.98+$1.2KJVLIX
5$18,310$832.38$16,682$496.78+$1.6KJVLIX
6$20,464$872.02$18,362$512.03+$2.1KJVLIX
7$22,807$910.83$20,174$526.72+$2.6KJVLIX
8$25,352$948.72$22,127$540.84+$3.2KJVLIX
9$28,113$985.61$24,230$554.39+$3.9KJVLIX
10$31,102$1,021.42$26,493$567.37+$4.6KJVLIX

JVLIX vs SPHD: Complete Analysis 2026

JVLIXStock

The fund normally invests at least 80% of its net assets in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with a market capitalization of $1 billion or greater and identified by the manager as having value characteristics. It may also invest up to 20% of its total assets in foreign currency-denominated securities. The fund may participate as a purchaser in initial public offerings of securities (IPO).

Full JVLIX 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.