HomeCompareSGTZY vs JEPI

SGTZY vs JEPI: Dividend Comparison 2026

SGTZY yields 15.32% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SGTZY wins by $3.0K in total portfolio value
10 years
SGTZY
SGTZY
● Live price
15.32%
Share price
$0.62
Annual div
$0.09
5Y div CAGR
-16.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.0K
Annual income
$414.79
Full SGTZY 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 — SGTZY vs JEPI

📍 SGTZY 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 PeriodSGTZYJEPI
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, SGTZY + JEPI cover 0 of 12 monthsgood coverage

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

SGTZY
Annual income on $10K today (after 15% tax)
$1,302.23/yr
After 10yr DRIP, annual income (after tax)
$352.57/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, JEPI beats the other by $946.76/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SGTZY: 50%JEPI: 50%
100% JEPI50/50100% SGTZY
Portfolio after 10yr
$30.5K
Annual income
$971.71/yr
Blended yield
3.19%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGTZY buys
0
JEPI buys
0
No recent congressional trades found for SGTZY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSGTZYJEPI
Forward yield15.32%8.40%
Annual dividend / share$0.09$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-16.3%0%
Portfolio after 10y$32.0K$29.0K
Annual income after 10y$414.79$1,528.62
Total dividends collected$8.3K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSGTZY PortfolioSGTZY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,982$1,282.31$11,260$840.19+$722.00SGTZY
2$14,023$1,201.92$12,641$907.94+$1.4KSGTZY
3$16,105$1,100.32$14,150$978.20+$2.0KSGTZY
4$18,221$988.50$15,795$1,050.85+$2.4KSGTZY
5$20,371$874.84$17,584$1,125.74+$2.8KSGTZY
6$22,562$765.09$19,526$1,202.74+$3.0KSGTZY
7$24,804$662.86$21,628$1,281.69+$3.2KSGTZY
8$27,111$570.05$23,898$1,362.43+$3.2KSGTZY
9$29,496$487.38$26,347$1,444.79+$3.1KSGTZY
10$31,975$414.79$28,982$1,528.62+$3.0KSGTZY

SGTZY vs JEPI: Complete Analysis 2026

SGTZYStock

Surgutneftegas Public Joint Stock Company, together with its subsidiaries, engages in the exploration and production of hydrocarbons in Russia. The company explores for oil and gas in Western Siberia, Eastern Siberia, and Timan-Pechora provinces in Russia. It also refines and produces petroleum products, including motor fuels, aromatics, liquid paraffin, roofing and insulation materials, etc., as well as diesel fuel, jet fuel, bitumen, and roofing materials. In addition, the company is involved in wholesaling, retailing, and storing petroleum products, as well as the provision of supplementary services at the gas stations. Further, it engages in the processing and marketing of oil and gas and other related activities. The company was founded in 1964 and is based in Surgut, Russia.

Full SGTZY 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.