HomeCompareSDMHF vs JEPI

SDMHF vs JEPI: Dividend Comparison 2026

SDMHF yields 0.39% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SDMHF wins by $322.4K in total portfolio value· pulled ahead in Year 6
10 years
SDMHF
SDMHF
● Live price
0.39%
Share price
$193.00
Annual div
$0.75
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$351.4K
Annual income
$234,602.49
Full SDMHF 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 — SDMHF vs JEPI

📍 SDMHF pulled ahead of the other in Year 6

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSDMHFJEPI
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, SDMHF + JEPI cover 0 of 12 monthsgood coverage

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

SDMHF
Annual income on $10K today (after 15% tax)
$32.81/yr
After 10yr DRIP, annual income (after tax)
$199,412.12/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, SDMHF beats the other by $198,112.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SDMHF: 50%JEPI: 50%
100% JEPI50/50100% SDMHF
Portfolio after 10yr
$190.2K
Annual income
$118,065.56/yr
Blended yield
62.08%
📊

Analyst Conviction Gap

Where Wall Street is split right now

SDMHF
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
3.9
Piotroski
7/9
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)

SDMHF buys
0
JEPI buys
0
No recent congressional trades found for SDMHF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSDMHFJEPI
Forward yield0.39%8.40%
Annual dividend / share$0.75$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$351.4K$29.0K
Annual income after 10y$234,602.49$1,528.62
Total dividends collected$321.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSDMHF PortfolioSDMHF Income/yrJEPI PortfolioJEPI Income/yrGap
1$10,777$77.20$11,260$840.19$483.00JEPI
2$11,687$155.52$12,641$907.94$954.00JEPI
3$12,820$315.23$14,150$978.20$1.3KJEPI
4$14,364$646.35$15,795$1,050.85$1.4KJEPI
5$16,723$1,353.62$17,584$1,125.74$861.00JEPI
6← crossover$20,840$2,945.67$19,526$1,202.74+$1.3KSDMHF
7$29,160$6,861.15$21,628$1,281.69+$7.5KSDMHF
8$49,145$17,944.60$23,898$1,362.43+$25.2KSDMHF
9$109,116$56,530.29$26,347$1,444.79+$82.8KSDMHF
10$351,356$234,602.49$28,982$1,528.62+$322.4KSDMHF

SDMHF vs JEPI: Complete Analysis 2026

SDMHFStock

Sartorius Stedim Biotech S.A. produces and sells instruments and consumables for the biopharmaceutical industry worldwide. The company offers various products, such as cell lines; cell culture media; bioreactors; and a range of products for separation, purification, and concentration processes, as well as products and systems for storage and transportation of intermediate and finished biological products. It also provides cell cultivation, fermentation, filtration, purification, and fluid management services; single-use and reusable hollow-fiber membrane devices, as well as presterilized assemblies for cell and gene therapy applications; and cell harvesting and various other solutions for intensified bioprocesses. In addition, the company offers data analytics software for modeling and optimizing processes of biopharmaceutical development and production. It serves manufacturers of pharmaceuticals, foods, and chemicals, as well as research and development laboratories. The company was founded in 1870 and is headquartered in Aubagne, France. Sartorius Stedim Biotech S.A. is a subsidiary of Sartorius AG.

Full SDMHF 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.