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SHKLY vs JEPQ: Dividend Comparison 2026

SHKLY yields 5.27% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SHKLY wins by $8312.48M in total portfolio value· pulled ahead in Year 2
10 years
SHKLY
SHKLY
● Live price
5.27%
Share price
$146.57
Annual div
$7.73
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$8312.53M
Annual income
$8,020,277,226.59
Full SHKLY calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — SHKLY vs JEPQ

📍 SHKLY pulled ahead of the other in Year 2

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 PeriodSHKLYJEPQ
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, SHKLY + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SHKLY pays
JEPQ pays
Both pay
Neither
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Tax Bracket Optimizer

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

SHKLY
Annual income on $10K today (after 15% tax)
$448.12/yr
After 10yr DRIP, annual income (after tax)
$6,817,235,642.60/yr
JEPQ
Annual income on $10K today (after 15% tax)
$943.83/yr
After 10yr DRIP, annual income (after tax)
$1,829.70/yr
At 15% tax rate, SHKLY beats the other by $6,817,233,812.90/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SHKLY + JEPQ for your $10,000?

SHKLY: 50%JEPQ: 50%
100% JEPQ50/50100% SHKLY
Portfolio after 10yr
$4156.29M
Annual income
$4,010,139,689.59/yr
Blended yield
96.48%
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Analyst Conviction Gap

Where Wall Street is split right now

SHKLY
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
2.2
Piotroski
6/9
JEPQ
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHKLY buys
0
JEPQ buys
0
No recent congressional trades found for SHKLY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHKLYJEPQ
Forward yield5.27%11.10%
Annual dividend / share$7.73$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$8312.53M$44.8K
Annual income after 10y$8,020,277,226.59$2,152.59
Total dividends collected$8292.10M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: SHKLY vs JEPQ ($10,000, DRIP)

YearSHKLY PortfolioSHKLY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,754$1,054.39$11,930$1,110.39$176.00JEPQ
2← crossover$14,894$2,316.58$14,133$1,224.34+$761.00SHKLY
3$21,423$5,486.53$16,632$1,340.46+$4.8KSHKLY
4$37,673$14,750.86$19,454$1,457.97+$18.2KSHKLY
5$88,797$48,486.38$22,626$1,576.08+$66.2KSHKLY
6$308,627$213,613.91$26,175$1,694.09+$282.5KSHKLY
7$1,717,981$1,387,750.71$30,133$1,811.32+$1.69MSHKLY
8$16,277,428$14,439,188.54$34,531$1,927.17+$16.24MSHKLY
9$273,131,972$255,715,123.49$39,403$2,041.08+$273.09MSHKLY
10$8,312,528,436$8,020,277,226.59$44,787$2,152.59+$8312.48MSHKLY

SHKLY vs JEPQ: Complete Analysis 2026

SHKLYStock

Sinotruk (Hong Kong) Limited, an investment holding company, engages in the research, development, manufacture, and sale of heavy-duty trucks (HDTs), medium-heavy duty trucks, light duty trucks (LDTs), buses, and related parts and components in Mainland China and internationally. The company operates through four segments: Heavy Duty Trucks, Light Duty Trucks and Others, Engines, and Finance. It offers specialty vehicles; industrial and construction machinery engines; HDT and LDT engines; and HDT key assemblies, such as gearboxes and various types of casting and forging, as well as cabins, axles, and steel frames. The company also provides axle and transmission parts and truck refitting services; deposit taking, borrowings, bank bills discounting, auto and supply chain financing, issue of bills, entrusted loans and investment, and customer credit services; loans; and consultation and strategic planning services. In addition, it imports and exports trucks and spare parts; manufactures and reproduces engines; and researches, develops, manufactures, and sells commercial vehicles. Sinotruk (Hong Kong) Limited serves infrastructure, construction, container transportation, logistic, mining, steel, chemical, and other industries. The company was incorporated in 2007 and is headquartered in Jinan, China. Sinotruk (Hong Kong) Limited is a subsidiary of China National Heavy Duty Truck Group Company Limited.

Full SHKLY Calculator →

JEPQETF

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Full JEPQ 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.