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SIEGY vs JEPI: Dividend Comparison 2026

SIEGY yields 1.95% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SIEGY wins by $11.0K in total portfolio value· pulled ahead in Year 7
10 years
SIEGY
SIEGY
● Live price
1.95%
Share price
$118.43
Annual div
$2.31
5Y div CAGR
32.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.3K
Annual income
$5,674.38
Full SIEGY calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — SIEGY vs JEPI

📍 SIEGY 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 PeriodSIEGYJEPI
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, SIEGY + JEPI cover 0 of 12 monthsgood coverage

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

SIEGY
Annual income on $10K today (after 15% tax)
$165.52/yr
After 10yr DRIP, annual income (after tax)
$4,823.22/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, SIEGY beats the other by $3,485.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SIEGY: 50%JEPI: 50%
100% JEPI50/50100% SIEGY
Portfolio after 10yr
$34.8K
Annual income
$3,624.02/yr
Blended yield
10.41%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SIEGY right now

SIEGY
Analyst Ratings
2
Buy
3
Hold
1
Sell
Consensus: Hold
Altman Z
2.2
Piotroski
5/9
JEPI
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SIEGY buys
0
JEPI buys
0
No recent congressional trades found for SIEGY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSIEGYJEPI
Forward yield1.95%8.56%
Annual dividend / share$2.31$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR32.4%0%
Portfolio after 10y$40.3K$29.3K
Annual income after 10y$5,674.38$1,573.67
Total dividends collected$17.7K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSIEGY PortfolioSIEGY Income/yrJEPI PortfolioJEPI Income/yrGap
1$10,958$257.82$11,276$855.74$318.00JEPI
2$12,074$349.58$12,675$926.02$601.00JEPI
3$13,396$476.64$14,207$999.01$811.00JEPI
4$14,988$654.35$15,878$1,074.57$890.00JEPI
5$16,943$905.91$17,697$1,152.57$754.00JEPI
6$19,397$1,267.18$19,674$1,232.87$277.00JEPI
7← crossover$22,549$1,795.01$21,815$1,315.29+$734.00SIEGY
8$26,710$2,582.14$24,131$1,399.68+$2.6KSIEGY
9$32,364$3,784.62$26,630$1,485.86+$5.7KSIEGY
10$40,304$5,674.38$29,323$1,573.67+$11.0KSIEGY

SIEGY vs JEPI: Complete Analysis 2026

SIEGYStock

Siemens Aktiengesellschaft, a technology company, focuses in the areas of automation and digitalization in Europe, Commonwealth of Independent States, Africa, the Middle East, the Americas, Asia, and Australia. It operates through Digital Industries, Smart Infrastructure, Mobility, Siemens Healthineers, and Siemens Financial Services segments. The Digital Industries segment offers automation systems and software for factories, numerical control systems, motors, drives and inverters, and integrated automation systems for machine tools and production machines; process control systems, machine-to-machine communication products, sensors and radio frequency identification systems; software for production and product lifecycle management, and simulation and testing of mechatronic systems; and cloud-based industrial Internet of Things operating systems. The Smart Infrastructure segment offers products, systems, solutions, services, and software to support sustainable transition in energy generation from fossil and renewable sources; sustainable buildings and communities; and buildings, electrification, and electrical products. The Mobility segment provides passenger and freight transportation, such as vehicles, trams and light rail, and commuter trains, as well as trains and passenger coaches; locomotives for freight or passenger transport and solutions for automated transportation; products and solutions for rail automation; electrification products; and intermodal solutions. The Siemens Healthineers segment develops, manufactures, and sells various diagnostic and therapeutic products and services; and provides clinical consulting services. The Siemens Financial Services segment offers debt and equity investments; leasing, lending, and working capital financing solutions; and equipment, project, and structured financing solutions. Siemens Aktiengesellschaft was founded in 1847 and is headquartered in Munich, Germany.

Full SIEGY 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.