HomeCompareSHEZF vs JEPI

SHEZF vs JEPI: Dividend Comparison 2026

SHEZF yields 7.37% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $8.0K in total portfolio value
10 years
SHEZF
SHEZF
● Live price
7.37%
Share price
$0.47
Annual div
$0.03
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.0K
Annual income
$0.77
Full SHEZF 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 — SHEZF 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 PeriodSHEZFJEPI
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, SHEZF + JEPI cover 0 of 12 monthsgood coverage

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

SHEZF
Annual income on $10K today (after 15% tax)
$626.43/yr
After 10yr DRIP, annual income (after tax)
$0.65/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 $1,298.67/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHEZF: 50%JEPI: 50%
100% JEPI50/50100% SHEZF
Portfolio after 10yr
$25.0K
Annual income
$764.69/yr
Blended yield
3.06%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHEZF buys
0
JEPI buys
0
No recent congressional trades found for SHEZF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHEZFJEPI
Forward yield7.37%8.40%
Annual dividend / share$0.03$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$21.0K$29.0K
Annual income after 10y$0.77$1,528.62
Total dividends collected$753.00$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSHEZF PortfolioSHEZF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,068$368.49$11,260$840.19$192.00JEPI
2$12,034$190.59$12,641$907.94$607.00JEPI
3$12,973$96.83$14,150$978.20$1.2KJEPI
4$13,930$48.78$15,795$1,050.85$1.9KJEPI
5$14,930$24.47$17,584$1,125.74$2.7KJEPI
6$15,987$12.26$19,526$1,202.74$3.5KJEPI
7$17,112$6.13$21,628$1,281.69$4.5KJEPI
8$18,313$3.07$23,898$1,362.43$5.6KJEPI
9$19,596$1.53$26,347$1,444.79$6.8KJEPI
10$20,969$0.77$28,982$1,528.62$8.0KJEPI

SHEZF vs JEPI: Complete Analysis 2026

SHEZFStock

Shenzhen Hepalink Pharmaceutical Group Co., Ltd. engages in the manufacture and sale of pharmaceutical products in Hong Kong, the United States, Europe, Mainland China, and internationally. The company operates through four segments: Finished dose pharmaceutical products, Active Pharmaceutical Ingredients (API), Contract Development and Manufacturing Organization, and Others. Its pharmaceutical products consist of finished dose pharmaceutical products, which primarily include enoxaparin sodium injection; API products, including heparin sodium API and enoxaparin sodium API; and other products, such as pancreatin API. The company is also involved in the provision of research and development, manufacturing, quality management, and program management services; and development and manufacture of recombinant pharmaceutical products, critical non-viral vectors, intermediates for gene therapy, and naturally derived pharmaceutical products. In addition, it engages in property management, investment management and consulting, biopharmaceutical technology development and consulting, and equity and venture investment activities; research, development, and production of biopharmaceuticals; production and sale of heparin sodium; provision of services on pharmaceutical related activities; and trading of medical and biopharmaceutical products. The company was formerly known as Shenzhen Hepalink Pharmaceutical Co.,Ltd. and changed its name to Shenzhen Hepalink Pharmaceutical Group Co., Ltd. in February 2017. Shenzhen Hepalink Pharmaceutical Group Co., Ltd. was founded in 1998 and is headquartered in Shenzhen, the People's Republic of China.

Full SHEZF 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.