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SBGSF vs JEPI: Dividend Comparison 2026

SBGSF yields 1.05% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SBGSF wins by $28.9K in total portfolio value· pulled ahead in Year 7
10 years
SBGSF
SBGSF
● Live price
1.05%
Share price
$270.88
Annual div
$2.83
5Y div CAGR
52.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$57.8K
Annual income
$15,521.63
Full SBGSF 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 — SBGSF vs JEPI

📍 SBGSF pulled ahead of the other in Year 7

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 PeriodSBGSFJEPI
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%.
📅

Dividend Calendar Overlap

Combined, SBGSF + JEPI cover 0 of 12 monthsgood coverage

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

SBGSF
Annual income on $10K today (after 15% tax)
$88.96/yr
After 10yr DRIP, annual income (after tax)
$13,193.39/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, SBGSF beats the other by $11,894.06/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SBGSF: 50%JEPI: 50%
100% JEPI50/50100% SBGSF
Portfolio after 10yr
$43.4K
Annual income
$8,525.13/yr
Blended yield
19.64%
📊

Analyst Conviction Gap

Where Wall Street is split right now

SBGSF
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
4.5
Piotroski
5/9
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)

SBGSF buys
0
JEPI buys
0
No recent congressional trades found for SBGSF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSBGSFJEPI
Forward yield1.05%8.40%
Annual dividend / share$2.83$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR52.7%0%
Portfolio after 10y$57.8K$29.0K
Annual income after 10y$15,521.63$1,528.62
Total dividends collected$34.6K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSBGSF PortfolioSBGSF Income/yrJEPI PortfolioJEPI Income/yrGap
1$10,860$159.81$11,260$840.19$400.00JEPI
2$11,868$247.67$12,641$907.94$773.00JEPI
3$13,085$386.26$14,150$978.20$1.1KJEPI
4$14,608$607.75$15,795$1,050.85$1.2KJEPI
5$16,599$968.33$17,584$1,125.74$985.00JEPI
6$19,331$1,570.23$19,526$1,202.74$195.00JEPI
7← crossover$23,294$2,609.73$21,628$1,281.69+$1.7KSBGSF
8$29,413$4,487.84$23,898$1,362.43+$5.5KSBGSF
9$39,559$8,086.83$26,347$1,444.79+$13.2KSBGSF
10$57,849$15,521.63$28,982$1,528.62+$28.9KSBGSF

SBGSF vs JEPI: Complete Analysis 2026

SBGSFStock

Schneider Electric S.E. provides energy and automation digital solutions worldwide. It operates through two segments, Energy Management and Industrial Automation. The company offers busway and cable support products, circuit breakers and switches, contactors and protection relays, electrical protection and control products, energy management software solutions, transfer switches, surge protection and power conditioning products, power monitoring and control products, power quality and power factor correction products, pushbuttons, switches, pilot lights and joysticks, software products, and switchboards and enclosures. It also provides access control, building management, fire detection, sensors and room units, valve and valve actuator, and variable and frequency speed drive. In addition, the company offers feeder automation, grid automation and SCADA software products, medium voltage switchgears and transformers, outdoor equipment, substation automation products, and switchgear components. Further, it provides critical power and cooling services, data center software, IT power distribution products, prefabricated data center modules, racks and accessories, and security and environmental monitoring products; home automation and security, installation materials and systems, light switches and electrical sockets, and uninterruptible power supply products; and human machine interface, industrial automation software, industrial communication, measurement and instrumentation, motion control and robotics, signaling units, programmable logic and automation controllers, power supply and protection, process control and safety, RFID systems, signaling devices, and other industrial automation and control products, as well as solar and energy storage. The company was founded in 1836 and is headquartered in Rueil-Malmaison, France.

Full SBGSF 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.