HomeCompareJGHAF vs JEPI

JGHAF vs JEPI: Dividend Comparison 2026

JGHAF yields 2.77% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JGHAF wins by $1.54M in total portfolio value· pulled ahead in Year 2
10 years
JGHAF
JGHAF
● Live price
2.77%
Share price
$33.84
Annual div
$0.94
5Y div CAGR
68.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1.57M
Annual income
$1,125,974.47
Full JGHAF calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.40%
Share price
$56.68
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$1,528.62
Full JEPI calculator →

Portfolio growth — JGHAF vs JEPI

📍 JGHAF pulled ahead of the other in Year 2

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 PeriodJGHAFJEPI
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, JGHAF + JEPI cover 0 of 12 monthsgood coverage

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

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

JGHAF
Annual income on $10K today (after 15% tax)
$235.08/yr
After 10yr DRIP, annual income (after tax)
$957,078.30/yr
JEPI
Annual income on $10K today (after 15% tax)
$714.16/yr
After 10yr DRIP, annual income (after tax)
$1,299.33/yr
At 15% tax rate, JGHAF beats the other by $955,778.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JGHAF + JEPI for your $10,000?

JGHAF: 50%JEPI: 50%
100% JEPI50/50100% JGHAF
Portfolio after 10yr
$799.7K
Annual income
$563,751.54/yr
Blended yield
70.49%
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Analyst Conviction Gap

Where Wall Street is most bullish on JGHAF right now

JGHAF
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
1.9
Piotroski
6/9
JEPI
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JGHAF buys
0
JEPI buys
0
No recent congressional trades found for JGHAF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJGHAFJEPI
Forward yield2.77%8.40%
Annual dividend / share$0.94$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR68.1%0%
Portfolio after 10y$1.57M$29.0K
Annual income after 10y$1,125,974.47$1,528.62
Total dividends collected$1.51M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: JGHAF vs JEPI ($10,000, DRIP)

YearJGHAF PortfolioJGHAF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,165$464.90$11,260$840.19$95.00JEPI
2← crossover$12,762$815.46$12,641$907.94+$121.00JGHAF
3$15,120$1,464.35$14,150$978.20+$970.00JGHAF
4$18,904$2,725.55$15,795$1,050.85+$3.1KJGHAF
5$25,580$5,353.53$17,584$1,125.74+$8.0KJGHAF
6$38,752$11,381.18$19,526$1,202.74+$19.2KJGHAF
7$68,552$27,086.99$21,628$1,281.69+$46.9KJGHAF
8$148,628$75,278.00$23,898$1,362.43+$124.7KJGHAF
9$415,443$256,410.20$26,347$1,444.79+$389.1KJGHAF
10$1,570,498$1,125,974.47$28,982$1,528.62+$1.54MJGHAF

JGHAF vs JEPI: Complete Analysis 2026

JGHAFStock

Jungheinrich Aktiengesellschaft, through its subsidiaries, manufactures and supplies products and solutions in the fields of warehousing and material handling equipment, automated systems, digital solutions, and matching services worldwide. It operates through Intralogistics and Financial Services segments. The Intralogistics segment develops, produces, sells, and rents new material handling equipment and warehousing equipment products; sale and short-term leasing of used trucks; and provides spare parts, as well as maintenance and repair services. The Financial Services segment engages in the sales financing and usage transfer of material handling and warehousing equipment products. The company's products portfolio includes pedestrian trucks, horizontal and vertical level order pickers, narrow aisle trucks, automated guided vehicles, stacker cranes, load handling equipment, reach trucks, stackers, tow tractors, low lift and double decker trucks, and electric drive trains, as well as pallet trucks; counterbalanced trucks; small-series and customized trucks; powertrain solutions; and electronic control units, lithium-ion batteries, and chargers. It also develops and distributes warehouse and fleet management systems, steering softwares for conveyor systems, and other digital solutions, as well as automation systems; and develops software solutions. The company distributes its products through its direct sales and service network, as well as through dealers. Jungheinrich Aktiengesellschaft was founded in 1953 and is headquartered in Hamburg, Germany.

Full JGHAF Calculator →

JEPIETF

The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.

Full JEPI 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.