HomeCompareJEPQ vs SHLX

JEPQ vs SHLX: Dividend Comparison 2026

JEPQ yields 11.47% · SHLX yields 60.75%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $13.7K in total portfolio value· pulled ahead in Year 5
10 years
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →
SHLX
SHLX
● Live price
60.75%
Share price
$15.82
Annual div
$9.61
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.1K
Annual income
$9.66
Full SHLX calculator →

Portfolio growth — JEPQ vs SHLX

📍 JEPQ pulled ahead of the other in Year 5

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 PeriodJEPQSHLX
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, JEPQ + SHLX cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JEPQ pays
SHLX pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
SHLX
Annual income on $10K today (after 15% tax)
$5,163.96/yr
After 10yr DRIP, annual income (after tax)
$8.21/yr
At 15% tax rate, JEPQ beats the other by $1,920.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JEPQ + SHLX for your $10,000?

JEPQ: 50%SHLX: 50%
100% SHLX50/50100% JEPQ
Portfolio after 10yr
$38.9K
Annual income
$1,139.42/yr
Blended yield
2.93%
📊

Analyst Conviction Gap

Where Wall Street is split right now

JEPQ
No analyst data
SHLX
Analyst Ratings
4
Buy
7
Hold
4
Sell
Consensus: Hold
Price Target
$16.00
+1.1% upside vs current
Range: $16.00 — $16.00
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JEPQ buys
1
SHLX buys
0
PoliticianChamberTickerTypeAmountDate
Robert J. Wittman🏢 House$JEPQ▲ Buy$1,001 - $15,0002022-09-27
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJEPQSHLX
Forward yield11.47%60.75%
Annual dividend / share$6.16$9.61
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%-50%
Portfolio after 10y$45.8K$32.1K
Annual income after 10y$2,269.18$9.66
Total dividends collected$17.1K$7.3K
Payment frequencymonthlyquarterly
SectorETFStock

Year-by-year: JEPQ vs SHLX ($10,000, DRIP)

YearJEPQ PortfolioJEPQ Income/yrSHLX PortfolioSHLX Income/yrGap
1$11,967$1,146.53$13,738$3,037.63$1.8KSHLX
2$14,216$1,268.02$16,649$1,949.99$2.4KSHLX
3$16,774$1,392.20$18,919$1,104.34$2.1KSHLX
4$19,667$1,518.21$20,830$586.40$1.2KSHLX
5← crossover$22,925$1,645.21$22,590$301.69+$335.00JEPQ
6$26,578$1,772.40$24,324$152.89+$2.3KJEPQ
7$30,656$1,899.04$26,103$76.93+$4.6KJEPQ
8$35,194$2,024.45$27,969$38.58+$7.2KJEPQ
9$40,228$2,148.01$29,946$19.32+$10.3KJEPQ
10$45,796$2,269.18$32,052$9.66+$13.7KJEPQ

JEPQ vs SHLX: Complete Analysis 2026

JEPQETF

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Full JEPQ Calculator →

SHLXStock

Shell Midstream Partners, L.P. owns, operates, develops, and acquires pipelines and other midstream, and logistics assets in the United States. It owns interests in crude oil and refined products pipelines and terminals to transport onshore and offshore crude oil production to Gulf Coast and Midwest refining markets. The company stores and transports crude oil, refined, natural gas, and refinery gas products for various customers, including producers, refiners, marketers, and traders, as well as to other crude oil and refined products pipelines through its pipelines and storage tanks. Shell Midstream Partners GP LLC serves as the general partner of Shell Midstream Partners, L.P. The company was incorporated in 2014 and is headquartered in Houston, Texas. Shell Midstream Partners, L.P. is a subsidiary of Shell Pipeline Company LP.

Full SHLX 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.