HomeCompareSHVTF vs JEPQ

SHVTF vs JEPQ: Dividend Comparison 2026

SHVTF yields 75.47% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $9.1K in total portfolio value· pulled ahead in Year 7
10 years
SHVTF
SHVTF
● Live price
75.47%
Share price
$2.65
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.7K
Annual income
$13.36
Full SHVTF 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 — SHVTF vs JEPQ

📍 JEPQ pulled ahead of the other in Year 7

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 PeriodSHVTFJEPQ
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, SHVTF + JEPQ cover 0 of 12 monthsgood coverage

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

SHVTF
Annual income on $10K today (after 15% tax)
$6,415.09/yr
After 10yr DRIP, annual income (after tax)
$11.36/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, JEPQ beats the other by $1,818.35/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHVTF: 50%JEPQ: 50%
100% JEPQ50/50100% SHVTF
Portfolio after 10yr
$40.2K
Annual income
$1,082.97/yr
Blended yield
2.69%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHVTF buys
0
JEPQ buys
0
No recent congressional trades found for SHVTF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHVTFJEPQ
Forward yield75.47%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$35.7K$44.8K
Annual income after 10y$13.36$2,152.59
Total dividends collected$9.4K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSHVTF PortfolioSHVTF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$14,474$3,773.58$11,930$1,110.39+$2.5KSHVTF
2$18,039$2,552.21$14,133$1,224.34+$3.9KSHVTF
3$20,788$1,486.41$16,632$1,340.46+$4.2KSHVTF
4$23,044$800.44$19,454$1,457.97+$3.6KSHVTF
5$25,071$414.62$22,626$1,576.08+$2.4KSHVTF
6$27,037$210.80$26,175$1,694.09+$862.00SHVTF
7← crossover$29,036$106.23$30,133$1,811.32$1.1KJEPQ
8$31,122$53.31$34,531$1,927.17$3.4KJEPQ
9$33,327$26.70$39,403$2,041.08$6.1KJEPQ
10$35,673$13.36$44,787$2,152.59$9.1KJEPQ

SHVTF vs JEPQ: Complete Analysis 2026

SHVTFStock

Select Harvests Limited engages in the processing, packaging, marketing, and distribution of edible nuts, dried fruits, seeds, muesli, and various natural health foods in Australia. It grows, processes, and sells almonds to the food industry from company owned and leased almond orchards, as well as holds a portfolio of approximately 9,262 hectares of almond orchards located in Victoria, New South Wales, and South Australia. The company also exports its products to Asia, Europe, and the Middle East. It offers its products under Renshaw and Alling Farms in the wholesale and industrial markets. Select Harvests Limited was incorporated in 1969 and is headquartered in Richmond, 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.