HomeCompareSGAR vs JEPI

SGAR vs JEPI: Dividend Comparison 2026

SGAR yields 10.38% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SGAR wins by $10.8K in total portfolio value
10 years
SGAR
SGAR
● Live price
10.38%
Share price
$19.26
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.7K
Annual income
$1,992.46
Full SGAR 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 — SGAR vs JEPI

📍 SGAR 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 PeriodSGARJEPI
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, SGAR + JEPI cover 0 of 12 monthsgood coverage

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

SGAR
Annual income on $10K today (after 15% tax)
$882.66/yr
After 10yr DRIP, annual income (after tax)
$1,693.59/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, SGAR beats the other by $394.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SGAR: 50%JEPI: 50%
100% JEPI50/50100% SGAR
Portfolio after 10yr
$34.4K
Annual income
$1,760.54/yr
Blended yield
5.12%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGAR buys
0
JEPI buys
0
No recent congressional trades found for SGAR or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSGARJEPI
Forward yield10.38%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$39.7K$29.0K
Annual income after 10y$1,992.46$1,528.62
Total dividends collected$15.1K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSGAR PortfolioSGAR Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,738$1,038.42$11,260$840.19+$478.00SGAR
2$13,699$1,139.20$12,641$907.94+$1.1KSGAR
3$15,901$1,242.52$14,150$978.20+$1.8KSGAR
4$18,362$1,347.85$15,795$1,050.85+$2.6KSGAR
5$21,102$1,454.63$17,584$1,125.74+$3.5KSGAR
6$24,141$1,562.32$19,526$1,202.74+$4.6KSGAR
7$27,501$1,670.43$21,628$1,281.69+$5.9KSGAR
8$31,205$1,778.45$23,898$1,362.43+$7.3KSGAR
9$35,275$1,885.93$26,347$1,444.79+$8.9KSGAR
10$39,737$1,992.46$28,982$1,528.62+$10.8KSGAR

SGAR vs JEPI: Complete Analysis 2026

SGARStock

SGAR is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SGAR shares.

Full SGAR 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.