HomeCompareSFSHF vs JEPQ

SFSHF vs JEPQ: Dividend Comparison 2026

SFSHF yields 4.93% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SFSHF wins by $42.0K in total portfolio value· pulled ahead in Year 6
10 years
SFSHF
SFSHF
● Live price
4.93%
Share price
$8.37
Annual div
$0.41
5Y div CAGR
29.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$86.8K
Annual income
$21,662.94
Full SFSHF calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — SFSHF vs JEPQ

📍 SFSHF 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 PeriodSFSHFJEPQ
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, SFSHF + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SFSHF pays
JEPQ pays
Both pay
Neither
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Tax Bracket Optimizer

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

SFSHF
Annual income on $10K today (after 15% tax)
$419.47/yr
After 10yr DRIP, annual income (after tax)
$18,413.50/yr
JEPQ
Annual income on $10K today (after 15% tax)
$943.83/yr
After 10yr DRIP, annual income (after tax)
$1,829.70/yr
At 15% tax rate, SFSHF beats the other by $16,583.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SFSHF + JEPQ for your $10,000?

SFSHF: 50%JEPQ: 50%
100% JEPQ50/50100% SFSHF
Portfolio after 10yr
$65.8K
Annual income
$11,907.76/yr
Blended yield
18.10%
📊

Analyst Conviction Gap

Where Wall Street is split right now

SFSHF
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
1.8
Piotroski
3/9
JEPQ
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)

SFSHF buys
0
JEPQ buys
0
No recent congressional trades found for SFSHF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSFSHFJEPQ
Forward yield4.93%11.10%
Annual dividend / share$0.41$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR29.5%0%
Portfolio after 10y$86.8K$44.8K
Annual income after 10y$21,662.94$2,152.59
Total dividends collected$58.9K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: SFSHF vs JEPQ ($10,000, DRIP)

YearSFSHF PortfolioSFSHF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,339$639.08$11,930$1,110.39$591.00JEPQ
2$13,010$877.04$14,133$1,224.34$1.1KJEPQ
3$15,138$1,217.86$16,632$1,340.46$1.5KJEPQ
4$17,913$1,715.11$19,454$1,457.97$1.5KJEPQ
5$21,623$2,456.24$22,626$1,576.08$1.0KJEPQ
6← crossover$26,725$3,588.45$26,175$1,694.09+$550.00SFSHF
7$33,964$5,367.78$30,133$1,811.32+$3.8KSFSHF
8$44,598$8,256.10$34,531$1,927.17+$10.1KSFSHF
9$60,840$13,120.59$39,403$2,041.08+$21.4KSFSHF
10$86,762$21,662.94$44,787$2,152.59+$42.0KSFSHF

SFSHF vs JEPQ: Complete Analysis 2026

SFSHFStock

Safestore is the UK's largest self-storage group with 163 stores, comprising 125 wholly owned stores in the UK (including over 70 in London and the South East with the remainder in key metropolitan areas such as Manchester, Birmingham, Glasgow, Edinburgh, Liverpool and Bristol), 28 wholly owned stores in the Paris region, 6 stores in the Netherlands and 4 stores within Barcelona, Spain. Safestore was founded in the UK in 1998. It acquired the French business Une Pièce en Plus in 2004 which was founded in 1998 by the current Safestore Group CEO Frederic Vecchioli.

Full SFSHF Calculator →

JEPQETF

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Full JEPQ 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.