HomeCompareSHZUY vs JEPQ

SHZUY vs JEPQ: Dividend Comparison 2026

SHZUY yields 5.28% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SHZUY wins by $29.9K in total portfolio value· pulled ahead in Year 7
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 →
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 — SHZUY vs JEPQ

📍 SHZUY 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 PeriodSHZUYJEPQ
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 + JEPQ cover 0 of 12 monthsgood coverage

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

SHZUY
Annual income on $10K today (after 15% tax)
$449.00/yr
After 10yr DRIP, annual income (after tax)
$13,524.41/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, SHZUY beats the other by $11,694.71/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHZUY: 50%JEPQ: 50%
100% JEPQ50/50100% SHZUY
Portfolio after 10yr
$59.7K
Annual income
$9,031.82/yr
Blended yield
15.12%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHZUY buys
0
JEPQ buys
0
No recent congressional trades found for SHZUY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHZUYJEPQ
Forward yield5.28%11.10%
Annual dividend / share$3.22$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR26%0%
Portfolio after 10y$74.7K$44.8K
Annual income after 10y$15,911.07$2,152.59
Total dividends collected$47.6K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSHZUY PortfolioSHZUY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,366$665.57$11,930$1,110.39$564.00JEPQ
2$13,052$890.78$14,133$1,224.34$1.1KJEPQ
3$15,170$1,204.60$16,632$1,340.46$1.5KJEPQ
4$17,881$1,648.71$19,454$1,457.97$1.6KJEPQ
5$21,421$2,288.38$22,626$1,576.08$1.2KJEPQ
6$26,149$3,228.23$26,175$1,694.09$26.00JEPQ
7← crossover$32,619$4,640.48$30,133$1,811.32+$2.5KSHZUY
8$41,720$6,816.76$34,531$1,927.17+$7.2KSHZUY
9$54,907$10,266.63$39,403$2,041.08+$15.5KSHZUY
10$74,661$15,911.07$44,787$2,152.59+$29.9KSHZUY

SHZUY vs JEPQ: 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 →

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.