HomeComparePFJDX vs SPHD

PFJDX vs SPHD: Dividend Comparison 2026

PFJDX yields 6.11% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PFJDX wins by $3.4K in total portfolio value
10 years
PFJDX
PFJDX
● Live price
6.11%
Share price
$11.62
Annual div
$0.71
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.9K
Annual income
$900.94
Full PFJDX 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 — PFJDX vs SPHD

📍 PFJDX 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 PeriodPFJDXSPHD
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, PFJDX + SPHD cover 0 of 12 monthsgood coverage

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

PFJDX
Annual income on $10K today (after 15% tax)
$519.00/yr
After 10yr DRIP, annual income (after tax)
$765.80/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, PFJDX beats the other by $283.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PFJDX: 50%SPHD: 50%
100% SPHD50/50100% PFJDX
Portfolio after 10yr
$28.2K
Annual income
$734.15/yr
Blended yield
2.60%
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Analyst Conviction Gap

Where Wall Street is most bullish on PFJDX right now

PFJDX
Analyst Ratings
1
Buy
Consensus: Buy
Price Target
$8.00
-31.2% upside vs current
Range: $8.00 — $8.00
SPHD
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PFJDX buys
0
SPHD buys
0
No recent congressional trades found for PFJDX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPFJDXSPHD
Forward yield6.11%4.30%
Annual dividend / share$0.71$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$900.94$567.37
Total dividends collected$7.6K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPFJDX PortfolioPFJDX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,311$610.59$11,130$430.50+$181.00PFJDX
2$12,748$645.43$12,357$447.82+$391.00PFJDX
3$14,320$679.85$13,687$464.65+$633.00PFJDX
4$16,036$713.73$15,126$480.98+$910.00PFJDX
5$17,906$746.98$16,682$496.78+$1.2KPFJDX
6$19,938$779.50$18,362$512.03+$1.6KPFJDX
7$22,145$811.21$20,174$526.72+$2.0KPFJDX
8$24,538$842.06$22,127$540.84+$2.4KPFJDX
9$27,127$871.98$24,230$554.39+$2.9KPFJDX
10$29,927$900.94$26,493$567.37+$3.4KPFJDX

PFJDX vs SPHD: Complete Analysis 2026

PFJDXStock

The fund seeks to achieve its investment objective by investing more than 80% of the fund’s assets, plus any amounts for borrowing, in shares of mutual funds or ETFs advised by J.P. Morgan®, under normal market circumstances. Each JP Morgan® underlying fund and Other underlying fund invests primarily in equity and/or fixed-income securities, to obtain exposure to the broad equity and fixed income markets.

Full PFJDX 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.