HomeCompareSHTLF vs JEPQ

SHTLF vs JEPQ: Dividend Comparison 2026

SHTLF yields 2.59% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $227.00 in total portfolio value
10 years
SHTLF
SHTLF
● Live price
2.59%
Share price
$2.70
Annual div
$0.07
5Y div CAGR
29.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.6K
Annual income
$6,674.57
Full SHTLF 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 — SHTLF vs JEPQ

📍 JEPQ 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 PeriodSHTLFJEPQ
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, SHTLF + JEPQ cover 0 of 12 monthsgood coverage

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

SHTLF
Annual income on $10K today (after 15% tax)
$220.37/yr
After 10yr DRIP, annual income (after tax)
$5,673.38/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, SHTLF beats the other by $3,843.68/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHTLF: 50%JEPQ: 50%
100% JEPQ50/50100% SHTLF
Portfolio after 10yr
$44.7K
Annual income
$4,413.57/yr
Blended yield
9.88%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHTLF buys
0
JEPQ buys
0
No recent congressional trades found for SHTLF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHTLFJEPQ
Forward yield2.59%11.10%
Annual dividend / share$0.07$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR29.6%0%
Portfolio after 10y$44.6K$44.8K
Annual income after 10y$6,674.57$2,152.59
Total dividends collected$21.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSHTLF PortfolioSHTLF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,036$336.00$11,930$1,110.39$894.00JEPQ
2$12,258$449.13$14,133$1,224.34$1.9KJEPQ
3$13,720$604.21$16,632$1,340.46$2.9KJEPQ
4$15,499$819.13$19,454$1,457.97$4.0KJEPQ
5$17,705$1,120.83$22,626$1,576.08$4.9KJEPQ
6$20,495$1,550.77$26,175$1,694.09$5.7KJEPQ
7$24,104$2,174.31$30,133$1,811.32$6.0KJEPQ
8$28,889$3,097.30$34,531$1,927.17$5.6KJEPQ
9$35,407$4,496.15$39,403$2,041.08$4.0KJEPQ
10$44,560$6,674.57$44,787$2,152.59$227.00JEPQ

SHTLF vs JEPQ: Complete Analysis 2026

SHTLFStock

South32 Limited operates as a diversified metals and mining company in Australia, Southern Africa, North America, and South America. The company operates through Worsley Alumina, Brazil Alumina, Brazil Aluminium, Hillside Aluminium, Mozal Aluminium, Sierra Gorda, Cannington, Hermosa, Cerro Matoso, Illawarra Metallurgical Coal, Australia Manganese, and South Africa Manganese segments. It has a portfolio of assets producing bauxite, alumina, aluminum, copper, silver, lead, zinc, nickel, metallurgical coal, manganese, ferronickel, and other base metals. South32 Limited also exports its products. The company was incorporated in 2000 and is headquartered in Perth, Australia.

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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.