HomeCompareSHLT vs JEPQ

SHLT vs JEPQ: Dividend Comparison 2026

SHLT yields 97.56% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $3.2K in total portfolio value· pulled ahead in Year 9
10 years
SHLT
SHLT
● Live price
97.56%
Share price
$2.05
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.6K
Annual income
$20.14
Full SHLT 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 — SHLT vs JEPQ

📍 JEPQ pulled ahead of the other in Year 9

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 PeriodSHLTJEPQ
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, SHLT + JEPQ cover 0 of 12 monthsgood coverage

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

SHLT
Annual income on $10K today (after 15% tax)
$8,292.68/yr
After 10yr DRIP, annual income (after tax)
$17.12/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, JEPQ beats the other by $1,812.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHLT: 50%JEPQ: 50%
100% JEPQ50/50100% SHLT
Portfolio after 10yr
$43.2K
Annual income
$1,086.36/yr
Blended yield
2.51%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHLT buys
0
JEPQ buys
0
No recent congressional trades found for SHLT or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHLTJEPQ
Forward yield97.56%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$41.6K$44.8K
Annual income after 10y$20.14$2,152.59
Total dividends collected$13.0K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSHLT PortfolioSHLT Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$15,578$4,878.05$11,930$1,110.39+$3.6KSHLT
2$20,219$3,550.96$14,133$1,224.34+$6.1KSHLT
3$23,789$2,153.72$16,632$1,340.46+$7.2KSHLT
4$26,638$1,184.06$19,454$1,457.97+$7.2KSHLT
5$29,122$619.57$22,626$1,576.08+$6.5KSHLT
6$31,477$316.52$26,175$1,694.09+$5.3KSHLT
7$33,840$159.87$30,133$1,811.32+$3.7KSHLT
8$36,289$80.31$34,531$1,927.17+$1.8KSHLT
9← crossover$38,870$40.25$39,403$2,041.08$533.00JEPQ
10$41,611$20.14$44,787$2,152.59$3.2KJEPQ

SHLT vs JEPQ: Complete Analysis 2026

SHLTStock

SHL Telemedicine Ltd., together with its subsidiaries, develops and markets personal telemedicine solutions in Israel, Europe, and internationally. The company offers smartheart, a personal mobile 12 lead ECG device that enables the detection of heart attacks; CardioSen'C, a personal cellular-digital 12-lead ECG transmitter device; Cardio'B, a portable device to transmit a 12-lead ECG; and Cardio Beeper 12/12, a hand-held ECG transmitter device for personal use that transmits a full ECG reading to the monitoring center. It also provides central communication module, a telecommunication device that transmits medical data to its telemedicine centers from various medical monitoring devices; TeleWeight, a trans-telephonic weight monitoring device for personal use; TelePress, a remote blood pressure monitoring device for personal use; TeleBreather, a remote electronic handheld device to test the working of lungs; and TelePulse Oximeter, an electronic handheld diagnostic device to measure the saturation level of oxygen in blood, as well as pulse rate. The company offers its telemedicine services and devices to subscribers using telephonic and internet communication technology. It serves patients, health insurance companies, hospitals, clinics, physicians, and other health care providers. The company has a collaboration agreement with Mayo Clinic to evaluate the incidence of emergency department visits, re-hospitalizations, and major adverse cardiovascular events over a period of 90 days after first hospitalization for a heart attack for patients using SmartHeart FDA approved 12 lead ECG; and collaboration agreement with the Hebrew University of Jerusalem and the Hadassah Medical Center to develop an artificial intelligence tool for predicting future life-threatening cardiac events based on 12 Lead ECG monitoring. SHL Telemedicine Ltd. was founded in 1987 and is headquartered in Tel Aviv, Israel.

Full SHLT 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.