HomeCompareSHAP vs JEPI

SHAP vs JEPI: Dividend Comparison 2026

SHAP yields 18.33% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SHAP wins by $36.9K in total portfolio value
10 years
SHAP
SHAP
● Live price
18.33%
Share price
$10.91
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$65.9K
Annual income
$5,616.31
Full SHAP 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 — SHAP vs JEPI

📍 SHAP 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 PeriodSHAPJEPI
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, SHAP + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SHAP
Annual income on $10K today (after 15% tax)
$1,558.20/yr
After 10yr DRIP, annual income (after tax)
$4,773.86/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, SHAP beats the other by $3,474.54/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHAP: 50%JEPI: 50%
100% JEPI50/50100% SHAP
Portfolio after 10yr
$47.4K
Annual income
$3,572.46/yr
Blended yield
7.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHAP buys
0
JEPI buys
0
No recent congressional trades found for SHAP or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHAPJEPI
Forward yield18.33%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$65.9K$29.0K
Annual income after 10y$5,616.31$1,528.62
Total dividends collected$35.8K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSHAP PortfolioSHAP Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,533$1,833.18$11,260$840.19+$1.3KSHAP
2$15,558$2,147.25$12,641$907.94+$2.9KSHAP
3$19,138$2,491.06$14,150$978.20+$5.0KSHAP
4$23,341$2,863.83$15,795$1,050.85+$7.5KSHAP
5$28,240$3,264.34$17,584$1,125.74+$10.7KSHAP
6$33,907$3,691.00$19,526$1,202.74+$14.4KSHAP
7$40,423$4,141.87$21,628$1,281.69+$18.8KSHAP
8$47,867$4,614.71$23,898$1,362.43+$24.0KSHAP
9$56,325$5,107.07$26,347$1,444.79+$30.0KSHAP
10$65,884$5,616.31$28,982$1,528.62+$36.9KSHAP

SHAP vs JEPI: Complete Analysis 2026

SHAPStock

Spree Acquisition Corp. 1 Limited does not have significant operations. The company focuses on effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. It intends to focus its search on technology-based mobility businesses. The company was incorporated in 2021 and is based in Tel Aviv, Israel.

Full SHAP 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.