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SHMUY vs JEPI: Dividend Comparison 2026

SHMUY yields 1.24% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $9.0K in total portfolio value
10 years
SHMUY
SHMUY
● Live price
1.24%
Share price
$91.30
Annual div
$1.13
5Y div CAGR
-41.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.0K
Annual income
$0.59
Full SHMUY 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 — SHMUY 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 PeriodSHMUYJEPI
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, SHMUY + JEPI cover 0 of 12 monthsgood coverage

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

SHMUY
Annual income on $10K today (after 15% tax)
$105.20/yr
After 10yr DRIP, annual income (after tax)
$0.50/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 $1,298.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHMUY: 50%JEPI: 50%
100% JEPI50/50100% SHMUY
Portfolio after 10yr
$24.5K
Annual income
$764.60/yr
Blended yield
3.12%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHMUY buys
0
JEPI buys
0
No recent congressional trades found for SHMUY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHMUYJEPI
Forward yield1.24%8.40%
Annual dividend / share$1.13$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-41.5%0%
Portfolio after 10y$20.0K$29.0K
Annual income after 10y$0.59$1,528.62
Total dividends collected$175.00$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSHMUY PortfolioSHMUY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,772$72.40$11,260$840.19$488.00JEPI
2$11,569$42.64$12,641$907.94$1.1KJEPI
3$12,404$25.04$14,150$978.20$1.7KJEPI
4$13,287$14.68$15,795$1,050.85$2.5KJEPI
5$14,226$8.60$17,584$1,125.74$3.4KJEPI
6$15,226$5.03$19,526$1,202.74$4.3KJEPI
7$16,295$2.94$21,628$1,281.69$5.3KJEPI
8$17,438$1.72$23,898$1,362.43$6.5KJEPI
9$18,659$1.01$26,347$1,444.79$7.7KJEPI
10$19,966$0.59$28,982$1,528.62$9.0KJEPI

SHMUY vs JEPI: Complete Analysis 2026

SHMUYStock

Shimizu Corporation engages in the building contracting, civil engineering, machinery, and other construction works in Japan. It is also involved in the research, planning, study, evaluation, diagnosis, soil analysis, surveying, design, supervision, management, and consultancy related to regional, urban, ocean, space, resources, and energy developments, as well as construction works and environment improvement; and purchase, sale, letting, brokerage, management, appraisal, and consultancy of real estate. The company constructs, lets, sells, and caretaking of residential houses and other buildings; plans, constructs, possesses, maintains, and operates public office buildings, roads, harbors, airports, and parks, as well as educational and cultural, medical and welfare, and water supply and sewerage facilities; generates and supplies electricity and heat; undertakes purification works; collects, disposes, and reutilizes waste; and designs, installs, leases, sells, and maintains information communication and building management system. It also engages in the cultivation of agricultural produce and seafood, and forestry work; maintenance and upkeep, security, and cleaning of buildings, equipment, and machinery; and design, manufacture, sale, lease, and brokerage of construction machinery and materials, concrete and wooden products, furniture, and interior fitting. The company offers industrial property, copyrights, and computer software; pharmaceutical, medical care material, and medical machinery and equipment; and advertisement, publication, printing, images and other information media, business event, inland transportation, warehouse, distribution center, insurance and travel agency, manpower supply, loan, guarantee, and factoring services. It also engages in the management and consultancy of sporting, hotel, restaurant, nursing, and resort facilities. The company was founded in 1804 and is headquartered in Tokyo, Japan.

Full SHMUY 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.