HomeCompareSHZUY vs JEPI

SHZUY vs JEPI: Dividend Comparison 2026

SHZUY yields 5.28% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SHZUY wins by $45.7K in total portfolio value
10 years
SHZUY
SHZUY
● Live price
5.28%
Share price
$60.96
Annual div
$3.22
5Y div CAGR
26%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$74.7K
Annual income
$15,911.07
Full SHZUY 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 — SHZUY vs JEPI

📍 SHZUY 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 PeriodSHZUYJEPI
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, SHZUY + JEPI cover 0 of 12 monthsgood coverage

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

SHZUY
Annual income on $10K today (after 15% tax)
$449.00/yr
After 10yr DRIP, annual income (after tax)
$13,524.41/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, SHZUY beats the other by $12,225.08/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHZUY: 50%JEPI: 50%
100% JEPI50/50100% SHZUY
Portfolio after 10yr
$51.8K
Annual income
$8,719.84/yr
Blended yield
16.83%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHZUY buys
0
JEPI buys
0
No recent congressional trades found for SHZUY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHZUYJEPI
Forward yield5.28%8.40%
Annual dividend / share$3.22$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR26%0%
Portfolio after 10y$74.7K$29.0K
Annual income after 10y$15,911.07$1,528.62
Total dividends collected$47.6K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSHZUY PortfolioSHZUY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,366$665.57$11,260$840.19+$106.00SHZUY
2$13,052$890.78$12,641$907.94+$411.00SHZUY
3$15,170$1,204.60$14,150$978.20+$1.0KSHZUY
4$17,881$1,648.71$15,795$1,050.85+$2.1KSHZUY
5$21,421$2,288.38$17,584$1,125.74+$3.8KSHZUY
6$26,149$3,228.23$19,526$1,202.74+$6.6KSHZUY
7$32,619$4,640.48$21,628$1,281.69+$11.0KSHZUY
8$41,720$6,816.76$23,898$1,362.43+$17.8KSHZUY
9$54,907$10,266.63$26,347$1,444.79+$28.6KSHZUY
10$74,661$15,911.07$28,982$1,528.62+$45.7KSHZUY

SHZUY vs JEPI: Complete Analysis 2026

SHZUYStock

The Shizuoka Bank, Ltd., a regional bank, provides various banking products and services. The company operates through Banking Operations and Leasing Operations segments. The Banking Operations segment consist of the banking business centered on deposits, loans, investment securities, and exchange transactions. The Leasing Operations segment includes lease transactions centered on finance leases. It also provides corporate and financial management advisory, bill collection, leasing, and finance and securities-related services. In addition, the company engages in the guarantee of housing loans, credit cards and prepaid cards, and consumer loans; development and operation of computer systems; provision of public-offering assistance support for corporate rehabilitation, and fee-based job placement and general administration services; and appraisal of real estate for loan collateral, as well as operation of centers for loans, remittance, and bill collection. Further, it is involved in the provision of part-time employee management, finance and securities-related, and monetary receivables purchasing services; and making, printing, and binding of various documents. As of July 1, 2021, the company operated a head office, 178 branches, and 27 sub-branches in Shizuoka Prefecture, Tokyo, Osaka, and Nagoya; 2 branches in New York and Los Angeles; 1 in Europe; and 1 branch in Hong Kong, as well as 2 representative offices in Shanghai and Singapore. The Shizuoka Bank, Ltd. was founded in 1943 and is headquartered in Shizuoka, Japan.

Full SHZUY 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.