HomeCompareSHLM vs JEPI

SHLM vs JEPI: Dividend Comparison 2026

SHLM yields 4.55% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SHLM wins by $658.3K in total portfolio value
10 years
SHLM
SHLM
● Live price
4.55%
Share price
$44.00
Annual div
$2.00
5Y div CAGR
51.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$687.2K
Annual income
$408,119.20
Full SHLM 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 — SHLM vs JEPI

📍 SHLM 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 PeriodSHLMJEPI
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, SHLM + JEPI cover 0 of 12 monthsgood coverage

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

SHLM
Annual income on $10K today (after 15% tax)
$386.36/yr
After 10yr DRIP, annual income (after tax)
$346,901.32/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, SHLM beats the other by $345,601.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHLM: 50%JEPI: 50%
100% JEPI50/50100% SHLM
Portfolio after 10yr
$358.1K
Annual income
$204,823.91/yr
Blended yield
57.20%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHLM buys
0
JEPI buys
0
No recent congressional trades found for SHLM or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHLMJEPI
Forward yield4.55%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR51.4%0%
Portfolio after 10y$687.2K$29.0K
Annual income after 10y$408,119.20$1,528.62
Total dividends collected$636.4K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSHLM PortfolioSHLM Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,388$688.18$11,260$840.19+$128.00SHLM
2$13,294$1,108.92$12,641$907.94+$653.00SHLM
3$16,057$1,831.69$14,150$978.20+$1.9KSHLM
4$20,311$3,130.27$15,795$1,050.85+$4.5KSHLM
5$27,335$5,602.71$17,584$1,125.74+$9.8KSHLM
6$39,918$10,669.33$19,526$1,202.74+$20.4KSHLM
7$64,758$22,045.76$21,628$1,281.69+$43.1KSHLM
8$119,896$50,604.82$23,898$1,362.43+$96.0KSHLM
9$260,858$132,569.79$26,347$1,444.79+$234.5KSHLM
10$687,238$408,119.20$28,982$1,528.62+$658.3KSHLM

SHLM vs JEPI: Complete Analysis 2026

SHLMStock

A. Schulman, Inc. manufactures and supplies plastic compounds and resins. It offers custom performance colors, including standard and customized colors, organic and inorganic pigments, high chroma colors in translucent or opaque formats, and special effects. The company also provides engineered composites, such as bulk molding compounds, sheet molding compounds, and thick molding compounds, as well as engineered structural composite solutions for original equipment manufacturers and custom molders. In addition, it offers concentrates to enhance the performance, appearance, and processing of plastics for intended applications; additive solutions; and application solutions that minimize the use of plastics, or incorporate the use of recycled plastics or renewable-based polymers, as well as provides films for agriculture, packaging, and personal care and hygiene applications. Further, the company offers polymer solutions, which provide structural integrity; multi-component blends that include polyolefins, nylons, polyesters and elastomers, and others; and formulating know-how with fiber reinforcements, such as glass and carbon, nano-reinforcements, flame retardants, impact modifiers, and UV stabilization. Additionally, it offers size reduction services; specialty powders for rotational molding, oil and gas additives, and sports and leisure products; jet milling services used for products requiring fine particle size; and cryogenic milling services. The company also buys, repackages, and resells polymers for processing types, such as injection molding, blow molding, thermoforming, and film and sheet extruding. It serves packaging, mobility, building and construction, electronics and electrical, agriculture, personal care and hygiene, custom services, sports, home, and leisure markets worldwide. The company was founded in 1928 and is headquartered in Fairlawn, Ohio. As of August 21, 2018, A. Schulman, Inc. operates as a subsidiary of LyondellBasell Industries N.V.

Full SHLM 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.