HomeCompareSGMA vs JEPI

SGMA vs JEPI: Dividend Comparison 2026

SGMA yields 66.45% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SGMA wins by $860.2K in total portfolio value
10 years
SGMA
SGMA
● Live price
66.45%
Share price
$3.01
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$889.2K
Annual income
$224,520.35
Full SGMA 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 — SGMA vs JEPI

📍 SGMA 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 PeriodSGMAJEPI
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, SGMA + JEPI cover 0 of 12 monthsgood coverage

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

SGMA
Annual income on $10K today (after 15% tax)
$5,647.84/yr
After 10yr DRIP, annual income (after tax)
$190,842.30/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, SGMA beats the other by $189,542.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SGMA: 50%JEPI: 50%
100% JEPI50/50100% SGMA
Portfolio after 10yr
$459.1K
Annual income
$113,024.48/yr
Blended yield
24.62%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGMA buys
0
JEPI buys
0
No recent congressional trades found for SGMA or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSGMAJEPI
Forward yield66.45%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$889.2K$29.0K
Annual income after 10y$224,520.35$1,528.62
Total dividends collected$751.0K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSGMA PortfolioSGMA Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$17,345$6,644.52$11,260$840.19+$6.1KSGMA
2$29,329$10,770.65$12,641$907.94+$16.7KSGMA
3$48,404$17,021.48$14,150$978.20+$34.3KSGMA
4$78,046$26,253.78$15,795$1,050.85+$62.3KSGMA
5$123,071$39,562.00$17,584$1,125.74+$105.5KSGMA
6$189,990$58,304.31$19,526$1,202.74+$170.5KSGMA
7$287,408$84,118.67$21,628$1,281.69+$265.8KSGMA
8$426,453$118,925.90$23,898$1,362.43+$402.6KSGMA
9$621,221$164,916.57$26,347$1,444.79+$594.9KSGMA
10$889,227$224,520.35$28,982$1,528.62+$860.2KSGMA

SGMA vs JEPI: Complete Analysis 2026

SGMAStock

SigmaTron International, Inc. operates as an independent provider of electronic manufacturing services (EMS). Its EMS services include printed circuit board assemblies and completely assembled (box-build) electronic products. The company also offers automatic and manual assembly and testing of products; material sourcing and procurement services; manufacturing and test engineering support services; design services; warehousing and distribution services; and assistance in obtaining product approval from governmental and other regulatory bodies. In addition, the company offers electronic and electromechanical manufacturing solutions. It primarily serves industrial electronics, consumer electronics, and medical/life sciences industries in the United States, Mexico, China, Vietnam, and Taiwan. The company markets its services through independent manufacturers' representative organizations. SigmaTron International, Inc. was incorporated in 1993 and is headquartered in Elk Grove Village, Illinois.

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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.