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SDTY vs JEPI: Dividend Comparison 2026

SDTY yields 28.90% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SDTY wins by $94.9K in total portfolio value
10 years
SDTY
SDTY
● Live price
28.90%
Share price
$39.83
Annual div
$11.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$124.2K
Annual income
$15,906.54
Full SDTY calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — SDTY vs JEPI

📍 SDTY 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 PeriodSDTYJEPI
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, SDTY + JEPI cover 0 of 12 monthsgood coverage

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

SDTY
Annual income on $10K today (after 15% tax)
$2,456.34/yr
After 10yr DRIP, annual income (after tax)
$13,520.56/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, SDTY beats the other by $12,182.94/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

SDTY: 50%JEPI: 50%
100% JEPI50/50100% SDTY
Portfolio after 10yr
$76.8K
Annual income
$8,740.10/yr
Blended yield
11.39%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SDTY buys
0
JEPI buys
0
No recent congressional trades found for SDTY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSDTYJEPI
Forward yield28.90%8.56%
Annual dividend / share$11.51$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$124.2K$29.3K
Annual income after 10y$15,906.54$1,573.67
Total dividends collected$83.5K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSDTY PortfolioSDTY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$13,590$2,889.81$11,276$855.74+$2.3KSDTY
2$18,211$3,670.27$12,675$926.02+$5.5KSDTY
3$24,083$4,596.67$14,207$999.01+$9.9KSDTY
4$31,450$5,681.00$15,878$1,074.57+$15.6KSDTY
5$40,585$6,933.45$17,697$1,152.57+$22.9KSDTY
6$51,787$8,362.01$19,674$1,232.87+$32.1KSDTY
7$65,385$9,972.20$21,815$1,315.29+$43.6KSDTY
8$81,729$11,766.82$24,131$1,399.68+$57.6KSDTY
9$101,195$13,745.88$26,630$1,485.86+$74.6KSDTY
10$124,186$15,906.54$29,323$1,573.67+$94.9KSDTY

SDTY vs JEPI: Complete Analysis 2026

SDTYStock

The YieldMax S&P 500 0DTE Covered Call Strategy ETF (SDTY) is an actively managed exchange-traded fund that seeks to generate current income while also providing exposure to the price return of the S&P 500 Index. The fund seeks to generate income primarily by selling out-of-the-money, zero days to expiration (“0DTE”) call options on the S&P 500 Index (or related ETFs). The strategy is designed to capture option premiums on a frequent basis, with the goal of distributing income weekly.

Full SDTY 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.