HomeCompareSFRGF vs JEPI

SFRGF vs JEPI: Dividend Comparison 2026

SFRGF yields 1.08% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $9.1K in total portfolio value
10 years
SFRGF
SFRGF
● Live price
1.08%
Share price
$10.15
Annual div
$0.11
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.9K
Annual income
$0.11
Full SFRGF 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 — SFRGF 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 PeriodSFRGFJEPI
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, SFRGF + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SFRGF
Annual income on $10K today (after 15% tax)
$92.12/yr
After 10yr DRIP, annual income (after tax)
$0.09/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, JEPI beats the other by $1,299.23/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SFRGF: 50%JEPI: 50%
100% JEPI50/50100% SFRGF
Portfolio after 10yr
$24.4K
Annual income
$764.36/yr
Blended yield
3.13%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on JEPI right now

SFRGF
Analyst Ratings
1
Sell
Consensus: Sell
Altman Z
1.5
Piotroski
3/9
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)

SFRGF buys
0
JEPI buys
0
No recent congressional trades found for SFRGF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSFRGFJEPI
Forward yield1.08%8.40%
Annual dividend / share$0.11$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$19.9K$29.0K
Annual income after 10y$0.11$1,528.62
Total dividends collected$109.00$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSFRGF PortfolioSFRGF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,754$54.19$11,260$840.19$506.00JEPI
2$11,534$27.23$12,641$907.94$1.1KJEPI
3$12,355$13.65$14,150$978.20$1.8KJEPI
4$13,227$6.83$15,795$1,050.85$2.6KJEPI
5$14,156$3.42$17,584$1,125.74$3.4KJEPI
6$15,149$1.71$19,526$1,202.74$4.4KJEPI
7$16,210$0.85$21,628$1,281.69$5.4KJEPI
8$17,345$0.43$23,898$1,362.43$6.6KJEPI
9$18,560$0.21$26,347$1,444.79$7.8KJEPI
10$19,859$0.11$28,982$1,528.62$9.1KJEPI

SFRGF vs JEPI: Complete Analysis 2026

SFRGFStock

Salvatore Ferragamo S.p.A., through its subsidiaries, creates, produces, and sells luxury goods for men and women in Italy, rest of Europe, North America, Japan, the Asia Pacific, and Central and South America. The company offers men's and women's footwear; leather goods, such as handbags, suitcases, belts, wallets, and other men's and women's leather accessories; and knitwear, clothes for formal occasions, sportswear, and leisure wear, as well as outerwear, such as husky jackets, ponchos, and leather garments. It also provides silk accessories, including ties, foulards, scarves, etc.; home accessories comprising plaid throws, cushions, and beach towels; costume jewelry; and other accessories consisting of shawls and gloves. In addition, the company develops and distributes perfumes and fragrances. Further, it offers men's and women's sunglasses and prescription glasses; jewelry products; and watches. Additionally, the company is also involved in the real estate management business. Salvatore Ferragamo S.p.A. was formerly known as Salvatore Ferragamo Italia S.p.A. and changed its name to Salvatore Ferragamo S.p.A. in April 2011. The company was founded in 1927 and is headquartered in Florence, Italy. Salvatore Ferragamo S.p.A. is a subsidiary of Ferragamo Finanziaria S.p.A.

Full SFRGF 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.