HomeCompareSHUA vs JEPI

SHUA vs JEPI: Dividend Comparison 2026

SHUA yields 18.25% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SHUA wins by $36.6K in total portfolio value
10 years
SHUA
SHUA
● Live price
18.25%
Share price
$10.96
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$65.5K
Annual income
$5,563.93
Full SHUA 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 — SHUA vs JEPI

📍 SHUA pulled ahead of the other in Year 1

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 PeriodSHUAJEPI
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, SHUA + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SHUA
Annual income on $10K today (after 15% tax)
$1,551.09/yr
After 10yr DRIP, annual income (after tax)
$4,729.34/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, SHUA beats the other by $3,430.01/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHUA: 50%JEPI: 50%
100% JEPI50/50100% SHUA
Portfolio after 10yr
$47.3K
Annual income
$3,546.28/yr
Blended yield
7.50%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHUA buys
0
JEPI buys
0
No recent congressional trades found for SHUA or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHUAJEPI
Forward yield18.25%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$65.5K$29.0K
Annual income after 10y$5,563.93$1,528.62
Total dividends collected$35.5K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSHUA PortfolioSHUA Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,525$1,824.82$11,260$840.19+$1.3KSHUA
2$15,538$2,136.03$12,641$907.94+$2.9KSHUA
3$19,102$2,476.48$14,150$978.20+$5.0KSHUA
4$23,284$2,845.38$15,795$1,050.85+$7.5KSHUA
5$28,156$3,241.50$17,584$1,125.74+$10.6KSHUA
6$33,790$3,663.24$19,526$1,202.74+$14.3KSHUA
7$40,264$4,108.67$21,628$1,281.69+$18.6KSHUA
8$47,658$4,575.58$23,898$1,362.43+$23.8KSHUA
9$56,055$5,061.54$26,347$1,444.79+$29.7KSHUA
10$65,543$5,563.93$28,982$1,528.62+$36.6KSHUA

SHUA vs JEPI: Complete Analysis 2026

SHUAStock

SHUAA Partners Acquisition Corp I focuses on effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. It intends to focus on businesses in the technology and/or tech-enabled financial services sectors. The company was incorporated in 2021 and is based in George Town, Cayman Islands.

Full SHUA 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 SHUA vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SHUA vs SCHDSHUA vs OSHUA vs KOSHUA vs MAINSHUA vs JEPQSHUA vs XYLDSHUA vs DIVOSHUA 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.