HomeCompareTGJNX vs SPHD

TGJNX vs SPHD: Dividend Comparison 2026

TGJNX yields 8.54% · SPHD yields 4.30%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TGJNX wins by $8.7K in total portfolio value
10 years
TGJNX
TGJNX
● Live price
8.54%
Share price
$23.41
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.2K
Annual income
$1,465.49
Full TGJNX 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 — TGJNX vs SPHD

📍 TGJNX 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 PeriodTGJNXSPHD
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, TGJNX + SPHD cover 0 of 12 monthsgood coverage

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

TGJNX
Annual income on $10K today (after 15% tax)
$726.19/yr
After 10yr DRIP, annual income (after tax)
$1,245.67/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, TGJNX beats the other by $763.40/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TGJNX: 50%SPHD: 50%
100% SPHD50/50100% TGJNX
Portfolio after 10yr
$30.9K
Annual income
$1,016.43/yr
Blended yield
3.29%
📊

Analyst Conviction Gap

Where Wall Street is split right now

TGJNX
No analyst data
Price Target
$55.50
+137.1% upside vs current
Range: $53.00 — $58.00
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)

TGJNX buys
0
SPHD buys
0
No recent congressional trades found for TGJNX or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTGJNXSPHD
Forward yield8.54%4.30%
Annual dividend / share$2.00$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.2K$26.5K
Annual income after 10y$1,465.49$567.37
Total dividends collected$11.6K$5.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearTGJNX PortfolioTGJNX Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,554$854.34$11,130$430.50+$424.00TGJNX
2$13,286$922.55$12,357$447.82+$929.00TGJNX
3$15,207$991.39$13,687$464.65+$1.5KTGJNX
4$17,332$1,060.53$15,126$480.98+$2.2KTGJNX
5$19,675$1,129.65$16,682$496.78+$3.0KTGJNX
6$22,251$1,198.46$18,362$512.03+$3.9KTGJNX
7$25,075$1,266.69$20,174$526.72+$4.9KTGJNX
8$28,164$1,334.08$22,127$540.84+$6.0KTGJNX
9$31,536$1,400.42$24,230$554.39+$7.3KTGJNX
10$35,209$1,465.49$26,493$567.37+$8.7KTGJNX

TGJNX vs SPHD: Complete Analysis 2026

TGJNXStock

The fund normally invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in publicly traded equity securities of businesses that the portfolio managers believe are benefitting from or have the potential to benefit from advances in the use of artificial intelligence. It invests primarily in issuers that are characterized as "growth companies" according to criteria established by the portfolio managers, which may include attributes such as an expected growth cycle, accelerating earnings or cash flow, and general growth of a business sector.

Full TGJNX 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.