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PHGUF vs JEPI: Dividend Comparison 2026

PHGUF yields 132.45% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PHGUF wins by $13.50M in total portfolio value
10 years
PHGUF
PHGUF
● Live price
132.45%
Share price
$1.51
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$13.53M
Annual income
$5,443,687.21
Full PHGUF 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 — PHGUF vs JEPI

📍 PHGUF 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 PeriodPHGUFJEPI
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, PHGUF + JEPI cover 0 of 12 monthsgood coverage

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

PHGUF
Annual income on $10K today (after 15% tax)
$11,258.28/yr
After 10yr DRIP, annual income (after tax)
$4,627,134.13/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, PHGUF beats the other by $4,625,834.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PHGUF: 50%JEPI: 50%
100% JEPI50/50100% PHGUF
Portfolio after 10yr
$6.78M
Annual income
$2,722,607.92/yr
Blended yield
40.16%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PHGUF right now

PHGUF
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
51.7
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)

PHGUF buys
0
JEPI buys
0
No recent congressional trades found for PHGUF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPHGUFJEPI
Forward yield132.45%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$13.53M$29.0K
Annual income after 10y$5,443,687.21$1,528.62
Total dividends collected$12.40M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPHGUF PortfolioPHGUF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$23,945$13,245.03$11,260$840.19+$12.7KPHGUF
2$55,262$29,640.44$12,641$907.94+$42.6KPHGUF
3$123,061$63,930.66$14,150$978.20+$108.9KPHGUF
4$264,727$133,051.80$15,795$1,050.85+$248.9KPHGUF
5$550,752$267,494.95$17,584$1,125.74+$533.2KPHGUF
6$1,109,410$520,104.50$19,526$1,202.74+$1.09MPHGUF
7$2,166,203$979,134.42$21,628$1,281.69+$2.14MPHGUF
8$4,104,595$1,786,757.87$23,898$1,362.43+$4.08MPHGUF
9$7,556,038$3,164,121.24$26,347$1,444.79+$7.53MPHGUF
10$13,528,648$5,443,687.21$28,982$1,528.62+$13.50MPHGUF

PHGUF vs JEPI: Complete Analysis 2026

PHGUFStock

Pharming Group N.V., a biopharmaceutical company, develops and commercialize protein replacement therapies and precision medicines for the treatment of rare diseases and unmet medical needs in the United States, Europe, and internationally. The company's lead product is Ruconest, a recombinant human C1 esterase inhibitor that is used for the treatment of acute hereditary angioedema. It also engages in the development of rhC1INH for the treatment of pre-eclampsia, acute kidney injury, and COVID-19; leniolisib, a phosphoinositide 3-kinase delta (PI3K delta) to treat patients with activated PI3K delta syndrome; and alpha-glucosidase therapy for the treatment of pompe and fabry diseases. The company has a development collaboration and license agreement with Novartis; and a strategic collaboration agreement with Orchard Therapeutics plc for research, development, manufacturing, and commercialization of OTL-105, an investigational ex-vivo autologous hematopoietic stem cell gene therapy for the treatment of hereditary angioedema. Pharming Group N.V. is headquartered in Leiden, the Netherlands.

Full PHGUF 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.