HomeCompareSHPMF vs JEPQ

SHPMF vs JEPQ: Dividend Comparison 2026

SHPMF yields 3.81% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SHPMF wins by $1402.76M in total portfolio value· pulled ahead in Year 3
10 years
SHPMF
SHPMF
● Live price
3.81%
Share price
$1.46
Annual div
$0.06
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1402.80M
Annual income
$1,335,511,443.90
Full SHPMF 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 — SHPMF vs JEPQ

📍 SHPMF pulled ahead of the other in Year 3

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSHPMFJEPQ
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, SHPMF + JEPQ cover 0 of 12 monthsgood coverage

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

SHPMF
Annual income on $10K today (after 15% tax)
$324.09/yr
After 10yr DRIP, annual income (after tax)
$1,135,184,727.32/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, SHPMF beats the other by $1,135,182,897.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHPMF: 50%JEPQ: 50%
100% JEPQ50/50100% SHPMF
Portfolio after 10yr
$701.42M
Annual income
$667,756,798.24/yr
Blended yield
95.20%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHPMF buys
0
JEPQ buys
0
No recent congressional trades found for SHPMF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHPMFJEPQ
Forward yield3.81%11.10%
Annual dividend / share$0.06$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$1402.80M$44.8K
Annual income after 10y$1,335,511,443.90$2,152.59
Total dividends collected$1397.96M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSHPMF PortfolioSHPMF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,463$762.55$11,930$1,110.39$467.00JEPQ
2$13,899$1,633.80$14,133$1,224.34$234.00JEPQ
3← crossover$18,575$3,702.87$16,632$1,340.46+$1.9KSHPMF
4$29,124$9,249.68$19,454$1,457.97+$9.7KSHPMF
5$58,272$27,108.94$22,626$1,576.08+$35.6KSHPMF
6$163,733$101,382.29$26,175$1,694.09+$137.6KSHPMF
7$707,653$532,457.85$30,133$1,811.32+$677.5KSHPMF
8$5,058,632$4,301,444.15$34,531$1,927.17+$5.02MSHPMF
9$62,887,016$57,474,279.06$39,403$2,041.08+$62.85MSHPMF
10$1,402,800,551$1,335,511,443.90$44,787$2,152.59+$1402.76MSHPMF

SHPMF vs JEPQ: Complete Analysis 2026

SHPMFStock

Shanghai Pharmaceuticals Holding Co., Ltd., an investment holding company, researches, develops, manufactures, distributes, and retails pharmaceutical and healthcare products in the People's Republic of China. It operates through four segments: Production, Distribution, Retail, and Others. The company offers chemicals and biochemicals, Chinese medicines, healthcare products, and medical devices in various therapeutic areas, including oncology, cerebrocardiovascular, CNS, general infection, immunology, digestive and metabolism, and respiratory. It provides approximately 700 varieties of drugs. The company also engages in the provision of pharmaceutical distribution, warehousing, logistics, and other value-added pharmaceutical supply chain solutions and related services to pharmaceutical manufacturers and dispensers, such as hospitals, distributors, and retail pharmacies. In addition, it engages in the operation of a network of retail pharmacy stores; online drug business; and provision of consulting services, assets management operations, as well as clinical trials, medical aid, physicians and patients' education, e-prescription management, and remote and cloud hospitals. Further, the company manufactures and trades in medicines. It operates approximately 2,000 retail chain pharmacies in 24 provinces. The company was incorporated in 1994 and is headquartered in Shanghai, the People's Republic of China. Shanghai Pharmaceuticals Holding Co., Ltd. is a subsidiary of Shanghai Pharmaceutical (Group) Co., Ltd.

Full SHPMF 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.