HomeCompareSGSOF vs JEPI

SGSOF vs JEPI: Dividend Comparison 2026

SGSOF yields 3.52% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $9.0K in total portfolio value
10 years
SGSOF
SGSOF
● Live price
3.52%
Share price
$103.00
Annual div
$3.62
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.3K
Annual income
$0.35
Full SGSOF calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — SGSOF vs JEPI

📍 JEPI 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 PeriodSGSOFJEPI
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, SGSOF + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SGSOF
Annual income on $10K today (after 15% tax)
$298.99/yr
After 10yr DRIP, annual income (after tax)
$0.30/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, JEPI beats the other by $1,337.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SGSOF: 50%JEPI: 50%
100% JEPI50/50100% SGSOF
Portfolio after 10yr
$24.8K
Annual income
$787.01/yr
Blended yield
3.17%
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Analyst Conviction Gap

Where Wall Street is most bullish on SGSOF right now

SGSOF
Analyst Ratings
2
Buy
Consensus: Buy
Altman Z
4.6
Piotroski
6/9
JEPI
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGSOF buys
0
JEPI buys
4
PoliticianChamberTickerTypeAmountDate
Ro Khanna🏢 House$JEPI▼ Sell$1,001 - $15,0002023-11-03
Max Miller🏢 House$JEPI▼ Sell$1,001 - $15,0002023-10-06
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-10-06
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-09-07
Robert J. Wittman🏢 House$JEPI▲ Buy$1,001 - $15,0002022-05-10
Kevin Hern🏢 House$JEPI▲ Buy$100,001 - $250,0002021-07-30
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSGSOFJEPI
Forward yield3.52%8.56%
Annual dividend / share$3.62$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$20.3K$29.3K
Annual income after 10y$0.35$1,573.67
Total dividends collected$355.00$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSGSOF PortfolioSGSOF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,876$175.87$11,276$855.74$400.00JEPI
2$11,727$89.38$12,675$926.02$948.00JEPI
3$12,592$45.03$14,207$999.01$1.6KJEPI
4$13,497$22.60$15,878$1,074.57$2.4KJEPI
5$14,453$11.32$17,697$1,152.57$3.2KJEPI
6$15,470$5.66$19,674$1,232.87$4.2KJEPI
7$16,556$2.83$21,815$1,315.29$5.3KJEPI
8$17,716$1.42$24,131$1,399.68$6.4KJEPI
9$18,957$0.71$26,630$1,485.86$7.7KJEPI
10$20,284$0.35$29,323$1,573.67$9.0KJEPI

SGSOF vs JEPI: Complete Analysis 2026

SGSOFStock

SGS SA provides inspection, verification, testing, certification, and quality assurance services in Europe, Africa, the Middle East, the Americas, and the Asia Pacific. It operates in five segments: Connectivity & Products, Health & Nutrition, Industries & Environment, Natural Resources and Knowledge. The company provides laboratory testing, product inspection and consulting, process assessment, technical and transactional assistance; digital solutions, which include cybersecurity, the internet of things, digital platform, and mobile application services. In addition, it offers a range of testing, inspection and certification solutions for the crop science, food, health science, and cosmetics and hygiene industries; field services, technical assessment and advisory services; and services related to industrial, public health and safety, environmental testing, and public mandates. Further, it provides certification, training, supply chain assurance, technical consulting, and ESG assurance services; and laboratory outsourcing, commodities logistics, geochemistry, metallurgy, sustainability, and market intelligence solutions. The company serves the agriculture and food, chemical, construction, consumer and retail, energy, industrial manufacturing, life sciences, mining, oil and gas, public, and transportation sectors. SGS SA was founded in 1878 and is headquartered in Geneva, Switzerland.

Full SGSOF 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.