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SH vs JEPI: Dividend Comparison 2026

SH yields 3.92% · JEPI yields 8.56%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $3.5K in total portfolio value
10 years
SH
SH
● Live price
3.92%
Share price
$37.92
Annual div
$1.49
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.8K
Annual income
$504.35
Full SH 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 — SH 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 PeriodSHJEPI
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%.
📅

Dividend Calendar Overlap

Combined, SH + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SH
Annual income on $10K today (after 15% tax)
$333.27/yr
After 10yr DRIP, annual income (after tax)
$428.70/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 $908.92/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SH: 50%JEPI: 50%
100% JEPI50/50100% SH
Portfolio after 10yr
$27.6K
Annual income
$1,039.01/yr
Blended yield
3.77%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SH buys
0
JEPI buys
0
No recent congressional trades found for SH or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHJEPI
Forward yield3.92%8.56%
Annual dividend / share$1.49$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.8K$29.3K
Annual income after 10y$504.35$1,573.67
Total dividends collected$4.5K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSH PortfolioSH Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,092$392.09$11,276$855.74$184.00JEPI
2$12,275$406.45$12,675$926.02$400.00JEPI
3$13,555$420.37$14,207$999.01$652.00JEPI
4$14,937$433.83$15,878$1,074.57$941.00JEPI
5$16,430$446.80$17,697$1,152.57$1.3KJEPI
6$18,039$459.29$19,674$1,232.87$1.6KJEPI
7$19,773$471.29$21,815$1,315.29$2.0KJEPI
8$21,640$482.80$24,131$1,399.68$2.5KJEPI
9$23,649$493.82$26,630$1,485.86$3.0KJEPI
10$25,808$504.35$29,323$1,573.67$3.5KJEPI

SH vs JEPI: Complete Analysis 2026

SHStock

ProShares Short S&P500 seeks daily investment results, before fees and expenses, that correspond to the inverse (-1x) of the daily performance of the S&P 500.

Full SH 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.