HomeCompareSEF vs JEPI

SEF vs JEPI: Dividend Comparison 2026

SEF yields 3.26% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $4.7K in total portfolio value
10 years
SEF
SEF
● Live price
3.26%
Share price
$34.16
Annual div
$1.11
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.7K
Annual income
$402.61
Full SEF 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 — SEF vs JEPI

📍 JEPI 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 PeriodSEFJEPI
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, SEF + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SEF pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SEF
Annual income on $10K today (after 15% tax)
$277.38/yr
After 10yr DRIP, annual income (after tax)
$342.22/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, JEPI beats the other by $995.40/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SEF: 50%JEPI: 50%
100% JEPI50/50100% SEF
Portfolio after 10yr
$27.0K
Annual income
$988.14/yr
Blended yield
3.66%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SEF buys
0
JEPI buys
0
No recent congressional trades found for SEF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSEFJEPI
Forward yield3.26%8.56%
Annual dividend / share$1.11$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.7K$29.3K
Annual income after 10y$402.61$1,573.67
Total dividends collected$3.7K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSEF PortfolioSEF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,026$326.33$11,276$855.74$250.00JEPI
2$12,134$336.28$12,675$926.02$541.00JEPI
3$13,330$345.87$14,207$999.01$877.00JEPI
4$14,618$355.08$15,878$1,074.57$1.3KJEPI
5$16,005$363.92$17,697$1,152.57$1.7KJEPI
6$17,498$372.39$19,674$1,232.87$2.2KJEPI
7$19,103$380.48$21,815$1,315.29$2.7KJEPI
8$20,829$388.22$24,131$1,399.68$3.3KJEPI
9$22,682$395.59$26,630$1,485.86$3.9KJEPI
10$24,673$402.61$29,323$1,573.67$4.7KJEPI

SEF vs JEPI: Complete Analysis 2026

SEFStock

ProShares Short Financials seeks daily investment results, before fees and expenses, that correspond to the inverse (-1x) of the daily performance of the S&P Financial Select SectorSM Index.

Full SEF 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.