HomeCompareSGHIY vs JEPI

SGHIY vs JEPI: Dividend Comparison 2026

SGHIY yields 6.67% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SGHIY wins by $592.81M in total portfolio value
10 years
SGHIY
SGHIY
● Live price
6.67%
Share price
$17.83
Annual div
$1.19
5Y div CAGR
80.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$592.84M
Annual income
$549,406,979.54
Full SGHIY 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 — SGHIY vs JEPI

📍 SGHIY 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 PeriodSGHIYJEPI
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, SGHIY + JEPI cover 0 of 12 monthsgood coverage

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

SGHIY
Annual income on $10K today (after 15% tax)
$566.71/yr
After 10yr DRIP, annual income (after tax)
$466,995,932.61/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, SGHIY beats the other by $466,994,633.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SGHIY: 50%JEPI: 50%
100% JEPI50/50100% SGHIY
Portfolio after 10yr
$296.43M
Annual income
$274,704,254.08/yr
Blended yield
92.67%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGHIY buys
0
JEPI buys
0
No recent congressional trades found for SGHIY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSGHIYJEPI
Forward yield6.67%8.40%
Annual dividend / share$1.19$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR80.8%0%
Portfolio after 10y$592.84M$29.0K
Annual income after 10y$549,406,979.54$1,528.62
Total dividends collected$589.59M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSGHIY PortfolioSGHIY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,905$1,205.43$11,260$840.19+$645.00SGHIY
2$15,164$2,424.94$12,641$907.94+$2.5KSGHIY
3$21,444$5,218.88$14,150$978.20+$7.3KSGHIY
4$35,416$12,470.76$15,795$1,050.85+$19.6KSGHIY
5$72,697$34,801.54$17,584$1,125.74+$55.1KSGHIY
6$198,491$120,705.91$19,526$1,202.74+$179.0KSGHIY
7$769,277$556,891.44$21,628$1,281.69+$747.6KSGHIY
8$4,470,050$3,646,923.09$23,898$1,362.43+$4.45MSGHIY
9$40,590,189$35,807,235.62$26,347$1,444.79+$40.56MSGHIY
10$592,838,481$549,406,979.54$28,982$1,528.62+$592.81MSGHIY

SGHIY vs JEPI: Complete Analysis 2026

SGHIYStock

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 SGHIY 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.