HomeCompareJWWCX vs SPHD

JWWCX vs SPHD: Dividend Comparison 2026

JWWCX yields 8.27% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JWWCX wins by $8.1K in total portfolio value
10 years
JWWCX
JWWCX
● Live price
8.27%
Share price
$110.59
Annual div
$9.15
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.6K
Annual income
$1,395.27
Full JWWCX 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 — JWWCX vs SPHD

📍 JWWCX 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 PeriodJWWCXSPHD
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, JWWCX + SPHD cover 0 of 12 monthsgood coverage

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

JWWCX
Annual income on $10K today (after 15% tax)
$703.03/yr
After 10yr DRIP, annual income (after tax)
$1,185.98/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, JWWCX beats the other by $703.71/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JWWCX: 50%SPHD: 50%
100% SPHD50/50100% JWWCX
Portfolio after 10yr
$30.5K
Annual income
$981.31/yr
Blended yield
3.21%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JWWCX buys
0
SPHD buys
0
No recent congressional trades found for JWWCX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJWWCXSPHD
Forward yield8.27%4.30%
Annual dividend / share$9.15$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.6K$26.5K
Annual income after 10y$1,395.27$567.37
Total dividends collected$11.1K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJWWCX PortfolioJWWCX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,527$827.10$11,130$430.50+$397.00JWWCX
2$13,225$891.03$12,357$447.82+$868.00JWWCX
3$15,106$955.40$13,687$464.65+$1.4KJWWCX
4$17,184$1,019.90$15,126$480.98+$2.1KJWWCX
5$19,471$1,084.26$16,682$496.78+$2.8KJWWCX
6$21,982$1,148.20$18,362$512.03+$3.6KJWWCX
7$24,732$1,211.48$20,174$526.72+$4.6KJWWCX
8$27,737$1,273.88$22,127$540.84+$5.6KJWWCX
9$31,014$1,335.20$24,230$554.39+$6.8KJWWCX
10$34,580$1,395.27$26,493$567.37+$8.1KJWWCX

JWWCX vs SPHD: Complete Analysis 2026

JWWCXStock

The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential. It may invest in companies of any size located anywhere in the world, from larger, well-established companies to smaller, emerging growth companies. The fund typically invests at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States. The fund may have significant exposure to emerging markets.

Full JWWCX 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.