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SGHIF vs JEPQ: Dividend Comparison 2026

SGHIF yields 6.36% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SGHIF wins by $463.40M in total portfolio value· pulled ahead in Year 2
10 years
SGHIF
SGHIF
● Live price
6.36%
Share price
$1.89
Annual div
$0.12
5Y div CAGR
80.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$463.44M
Annual income
$427,986,772.95
Full SGHIF 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 — SGHIF vs JEPQ

📍 SGHIF pulled ahead of the other in Year 2

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 PeriodSGHIFJEPQ
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, SGHIF + JEPQ cover 0 of 12 monthsgood coverage

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

SGHIF
Annual income on $10K today (after 15% tax)
$540.76/yr
After 10yr DRIP, annual income (after tax)
$363,788,757.01/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, SGHIF beats the other by $363,786,927.31/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SGHIF: 50%JEPQ: 50%
100% JEPQ50/50100% SGHIF
Portfolio after 10yr
$231.74M
Annual income
$213,994,462.76/yr
Blended yield
92.34%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGHIF buys
0
JEPQ buys
0
No recent congressional trades found for SGHIF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSGHIFJEPQ
Forward yield6.36%11.10%
Annual dividend / share$0.12$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR80.8%0%
Portfolio after 10y$463.44M$44.8K
Annual income after 10y$427,986,772.95$2,152.59
Total dividends collected$460.78M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSGHIF PortfolioSGHIF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,850$1,150.23$11,930$1,110.39$80.00JEPQ
2← crossover$14,983$2,303.18$14,133$1,224.34+$850.00SGHIF
3$20,952$4,920.53$16,632$1,340.46+$4.3KSGHIF
4$34,046$11,626.80$19,454$1,457.97+$14.6KSGHIF
5$68,352$31,923.22$22,626$1,576.08+$45.7KSGHIF
6$181,432$108,295.62$26,175$1,694.09+$155.3KSGHIF
7$679,855$485,722.62$30,133$1,811.32+$649.7KSGHIF
8$3,802,866$3,075,421.25$34,531$1,927.17+$3.77MSGHIF
9$33,136,980$29,067,912.64$39,403$2,041.08+$33.10MSGHIF
10$463,443,341$427,986,772.95$44,787$2,152.59+$463.40MSGHIF

SGHIF vs JEPQ: Complete Analysis 2026

SGHIFStock

Shanghai Industrial Holdings Limited, an investment holding company, engages in the infrastructure facilities, real estate, and consumer products businesses in Hong Kong, China, rest of Asia, and internationally. The company invests in toll road projects and water-related businesses. It also engages in the property development and investment activities, as well as operates hotel. In addition, the company manufactures and sells cigarettes, packaging materials, and printed products. Further, it engages in the raw materials sourcing business. The company was incorporated in 1996 and is based in Wan Chai, Hong Kong. Shanghai Industrial Holdings Limited is a subsidiary of Shanghai Industrial Investment (Holdings) Company Limited.

Full SGHIF 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.