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SHYG vs JEPI: Dividend Comparison 2026

SHYG yields 7.07% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SHYG wins by $3.0K in total portfolio value
10 years
SHYG
SHYG
● Live price
7.07%
Share price
$42.31
Annual div
$2.99
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.9K
Annual income
$1,108.71
Full SHYG 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 — SHYG vs JEPI

📍 SHYG 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 PeriodSHYGJEPI
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, SHYG + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SHYG pays
JEPI pays
Both pay
Neither
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Tax Bracket Optimizer

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

SHYG
Annual income on $10K today (after 15% tax)
$601.37/yr
After 10yr DRIP, annual income (after tax)
$942.40/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 $356.92/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHYG: 50%JEPI: 50%
100% JEPI50/50100% SHYG
Portfolio after 10yr
$30.5K
Annual income
$1,318.66/yr
Blended yield
4.33%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHYG buys
0
JEPI buys
0
No recent congressional trades found for SHYG or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHYGJEPI
Forward yield7.07%8.40%
Annual dividend / share$2.99$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.9K$29.0K
Annual income after 10y$1,108.71$1,528.62
Total dividends collected$9.1K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSHYG PortfolioSHYG Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,407$707.50$11,260$840.19+$147.00SHYG
2$12,960$754.28$12,641$907.94+$319.00SHYG
3$14,668$800.89$14,150$978.20+$518.00SHYG
4$16,542$847.15$15,795$1,050.85+$747.00SHYG
5$18,593$892.87$17,584$1,125.74+$1.0KSHYG
6$20,833$937.91$19,526$1,202.74+$1.3KSHYG
7$23,273$982.13$21,628$1,281.69+$1.6KSHYG
8$25,928$1,025.40$23,898$1,362.43+$2.0KSHYG
9$28,810$1,067.62$26,347$1,444.79+$2.5KSHYG
10$31,936$1,108.71$28,982$1,528.62+$3.0KSHYG

SHYG vs JEPI: Complete Analysis 2026

SHYGStock

The iShares 0-5 Year High Yield Corporate Bond ETF seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds with remaining maturities of less than five years.

Full SHYG 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 →
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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.