HomeCompareSGIOY vs JEPI

SGIOY vs JEPI: Dividend Comparison 2026

SGIOY yields 1.82% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SGIOY wins by $612.7K in total portfolio value· pulled ahead in Year 3
10 years
SGIOY
SGIOY
● Live price
1.82%
Share price
$11.09
Annual div
$0.20
5Y div CAGR
70.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$641.7K
Annual income
$420,841.59
Full SGIOY 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 — SGIOY vs JEPI

📍 SGIOY pulled ahead of the other in Year 3

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 PeriodSGIOYJEPI
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, SGIOY + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SGIOY
Annual income on $10K today (after 15% tax)
$154.36/yr
After 10yr DRIP, annual income (after tax)
$357,715.35/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, SGIOY beats the other by $356,416.02/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SGIOY: 50%JEPI: 50%
100% JEPI50/50100% SGIOY
Portfolio after 10yr
$335.4K
Annual income
$211,185.11/yr
Blended yield
62.97%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGIOY buys
0
JEPI buys
0
No recent congressional trades found for SGIOY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSGIOYJEPI
Forward yield1.82%8.40%
Annual dividend / share$0.20$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR70.4%0%
Portfolio after 10y$641.7K$29.0K
Annual income after 10y$420,841.59$1,528.62
Total dividends collected$599.7K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSGIOY PortfolioSGIOY Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,009$309.44$11,260$840.19$251.00JEPI
2$12,323$542.53$12,641$907.94$318.00JEPI
3← crossover$14,152$967.05$14,150$978.20+$2.00SGIOY
4$16,912$1,768.72$15,795$1,050.85+$1.1KSGIOY
5$21,461$3,365.93$17,584$1,125.74+$3.9KSGIOY
6$29,766$6,802.41$19,526$1,202.74+$10.2KSGIOY
7$46,875$15,024.95$21,628$1,281.69+$25.2KSGIOY
8$87,836$37,680.36$23,898$1,362.43+$63.9KSGIOY
9$206,429$112,444.03$26,347$1,444.79+$180.1KSGIOY
10$641,720$420,841.59$28,982$1,528.62+$612.7KSGIOY

SGIOY vs JEPI: Complete Analysis 2026

SGIOYStock

Shionogi & Co., Ltd. engages in the research, development, manufacture, and distribution of pharmaceuticals, diagnostic reagents, and medical devices in Japan. It offers Fetroja, a multidrug-resistant for gram-negative bacterial infection treatment; Xofluza, an influenza virus drug; and Tivicay for HIV treatment. It also develops Symproic for opioid-induced constipation treatment; S-120083 for Inflammatory pain; S-010887 for Neuropathic pain; S-117957 for Insomnia; sivopixant for Neuropathic pain, Sleep Apnea Syndrome, and Refractory/unexplainedchronic cough; S-637880 for Neuropathic Low Back Pain; Zuranolone for Depression; SDT-001 for attention-deficit/hyperactivity disorder patients; BPN14770 for Fragile X syndrome and Alzheimer's disease; and S-237648 and S-309309 for Obesity. In addition, the company develops ADR-001 for Decompensated liver cirrhosis; S-723595 for NASH; S-588410 for Esophageal and Bladder cancer; S-488210 for Head and neck squamouscell carcinoma; S-588210 for Solid tumor; S-222611 for Malignant tumor; S-770108 for Idiopathic pulmonary fibrosis; SR-0379 for Cutaneous ulcer; S-005151 for Stroke and Epidermolysis bullosa; S-531011 for Solid tumor; S-0373 for Spinocerebellar ataxia; and S-600918 and S-217622 for COVID-19, as well as S-555739 for Control of the aggravation of COVID-19. Further, it offers antibody test kits for COVID-19. Shionogi & Co., Ltd. has collaboration agreements with Nagasaki University, the National Institute of Infectious Diseases, and The Kitasato University to develop antimalarial drugs. The company was formerly known as Shionogi Shoten Co., Ltd. and changed its name to Shionogi & Co., Ltd. in 1943. Shionogi & Co., Ltd. was founded in 1878 and is headquartered in Osaka, Japan.

Full SGIOY 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.