HomeCompareSHTDF vs JEPI

SHTDF vs JEPI: Dividend Comparison 2026

SHTDF yields 3.51% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SHTDF wins by $301.00 in total portfolio value· pulled ahead in Year 10
10 years
SHTDF
SHTDF
● Live price
3.51%
Share price
$2.68
Annual div
$0.09
5Y div CAGR
9.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,273.49
Full SHTDF 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 — SHTDF vs JEPI

📍 SHTDF pulled ahead of the other in Year 10

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 PeriodSHTDFJEPI
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, SHTDF + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SHTDF pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

SHTDF
Annual income on $10K today (after 15% tax)
$298.49/yr
After 10yr DRIP, annual income (after tax)
$1,082.47/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 $216.86/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHTDF: 50%JEPI: 50%
100% JEPI50/50100% SHTDF
Portfolio after 10yr
$29.1K
Annual income
$1,401.05/yr
Blended yield
4.81%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHTDF buys
0
JEPI buys
0
No recent congressional trades found for SHTDF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHTDFJEPI
Forward yield3.51%8.40%
Annual dividend / share$0.09$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR9.8%0%
Portfolio after 10y$29.3K$29.0K
Annual income after 10y$1,273.49$1,528.62
Total dividends collected$7.5K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSHTDF PortfolioSHTDF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,086$385.58$11,260$840.19$174.00JEPI
2$12,300$438.62$12,641$907.94$341.00JEPI
3$13,661$499.41$14,150$978.20$489.00JEPI
4$15,186$569.16$15,795$1,050.85$609.00JEPI
5$16,898$649.28$17,584$1,125.74$686.00JEPI
6$18,823$741.39$19,526$1,202.74$703.00JEPI
7$20,988$847.43$21,628$1,281.69$640.00JEPI
8$23,426$969.62$23,898$1,362.43$472.00JEPI
9$26,177$1,110.62$26,347$1,444.79$170.00JEPI
10← crossover$29,283$1,273.49$28,982$1,528.62+$301.00SHTDF

SHTDF vs JEPI: Complete Analysis 2026

SHTDFStock

Sinopharm Group Co. Ltd., together with its subsidiaries, engages in the wholesale and retail of pharmaceutical and medical devices and healthcare products in the People's Republic of China. The company operates through four segments: Pharmaceutical Distribution, Medical Devices, Retail Pharmacy, and Other Business. The Pharmaceutical Distribution segment distributes pharmaceutical products to hospitals, other distributors, retail drug stores, and clinics. This segment also offers distribution, logistics, and other value-added services for domestic and international pharmaceutical and healthcare products manufacturers, and other suppliers. The Medical Devices segment distributes medical devices. The Retail Pharmacy segment operates and franchises a network of retail drug stores. As of December 31, 2021, this segment had 10,259 retail pharmacies. The Other Business segment engages in the production and sale of pharmaceutical products, chemical reagents, and laboratory supplies. The company also rents and manages properties; distributes medical instruments, Chinese herbal medicines, antibiotics, and biological products; and offers information technology development and medicine consultation, investment, goods and technology import and export, business consultation, health consultation, medical consultation, market information consultation and investigation, and convention and exhibition services. In addition, it manages medical project investment, consulting, and technology training activities. Sinopharm Group Co. Ltd. has a strategic partnership with I-Mab to enhance its commercial capabilities and commercialization transformation. The company was founded in 2003 and is headquartered in Shanghai, the People's Republic of China. Sinopharm Group Co. Ltd. is a subsidiary of Sinopharm Industrial Investment Co., Ltd.

Full SHTDF 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 →
📬

Get this SHTDF vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SHTDF vs SCHDSHTDF vs OSHTDF vs KOSHTDF vs MAINSHTDF vs JEPQSHTDF vs XYLDSHTDF vs DIVOSHTDF vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.