HomeCompareSAG vs JEPI

SAG vs JEPI: Dividend Comparison 2026

SAG yields 198.02% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SAG wins by $112.67M in total portfolio value
10 years
SAG
SAG
● Live price
198.02%
Share price
$1.01
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$112.70M
Annual income
$56,534,499.65
Full SAG 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 — SAG vs JEPI

📍 SAG 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 PeriodSAGJEPI
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, SAG + JEPI cover 0 of 12 monthsgood coverage

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

SAG
Annual income on $10K today (after 15% tax)
$16,831.68/yr
After 10yr DRIP, annual income (after tax)
$48,054,324.70/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, SAG beats the other by $48,053,025.38/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SAG: 50%JEPI: 50%
100% JEPI50/50100% SAG
Portfolio after 10yr
$56.36M
Annual income
$28,268,014.13/yr
Blended yield
50.15%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SAG buys
0
JEPI buys
0
No recent congressional trades found for SAG or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSAGJEPI
Forward yield198.02%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$112.70M$29.0K
Annual income after 10y$56,534,499.65$1,528.62
Total dividends collected$106.15M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSAG PortfolioSAG Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$30,502$19,801.98$11,260$840.19+$19.2KSAG
2$89,086$56,448.56$12,641$907.94+$76.4KSAG
3$249,403$154,080.96$14,150$978.20+$235.3KSAG
4$670,003$403,142.26$15,795$1,050.85+$654.2KSAG
5$1,729,066$1,012,162.66$17,584$1,125.74+$1.71MSAG
6$4,291,289$2,441,188.37$19,526$1,202.74+$4.27MSAG
7$10,253,990$5,662,310.92$21,628$1,281.69+$10.23MSAG
8$23,616,660$12,644,890.45$23,898$1,362.43+$23.59MSAG
9$52,487,868$27,218,041.68$26,347$1,444.79+$52.46MSAG
10$112,696,518$56,534,499.65$28,982$1,528.62+$112.67MSAG

SAG vs JEPI: Complete Analysis 2026

SAGStock

SAG Holdings Limited, through its subsidiaries, distributes and sells automotive and industrial spare parts in the Asia Pacific, the Middle East, Europe, Africa, and the Americas. It operates in two segments, On-Highway Business and Off-Highway Business. The On-Highway Business segment supplies genuine original equipment manufacturer (OEM) and aftermarket parts, engine and chassis parts, wear and tear parts, body parts, and spare parts and lubricants for use in passenger and commercial vehicles. This segment serves resellers, such as distributors and dealers of automotive parts, retailers, workshops, end-users, and fleet owners. The Off-Highway Business segment supplies a range of filters, batteries, lubricants, components, and industrial spare parts for internal combustion engines for various sectors, including marine, energy, mining, construction, agriculture, and oil and gas. This segment serves distributors and dealers of industrial parts that are resold to workshops, industrial manufacturing facilities, shipyards, and heavy-duty transport fleet owners. The company also manufactures and distributes automotive spare parts and lubricants under the REV-1, VETTO, NUTEQ, GENTEQ, and SUNBLADE brands. In addition, it offers its products through retail outlets. The company was incorporated in 2022 and is based in Singapore. SAG Holdings Limited is a subsidiary of Soon Aik Global Pte Ltd.

Full SAG 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.