HomeCompareSJI vs JEPI

SJI vs JEPI: Dividend Comparison 2026

SJI yields 60.97% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SJI wins by $11.64M in total portfolio value
10 years
SJI
SJI
● Live price
60.97%
Share price
$36.09
Annual div
$22.00
5Y div CAGR
14.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$11.67M
Annual income
$6,367,762.05
Full SJI 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 — SJI vs JEPI

📍 SJI 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 PeriodSJIJEPI
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, SJI + JEPI cover 0 of 12 monthsgood coverage

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

SJI
Annual income on $10K today (after 15% tax)
$5,182.04/yr
After 10yr DRIP, annual income (after tax)
$5,412,597.74/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, SJI beats the other by $5,411,298.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SJI: 50%JEPI: 50%
100% JEPI50/50100% SJI
Portfolio after 10yr
$5.85M
Annual income
$3,184,645.34/yr
Blended yield
54.43%
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Analyst Conviction Gap

Where Wall Street is most bullish on SJI right now

SJI
Analyst Ratings
4
Buy
9
Hold
Consensus: Hold
Altman Z
0.8
Piotroski
7/9
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)

SJI buys
0
JEPI buys
0
No recent congressional trades found for SJI or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSJIJEPI
Forward yield60.97%8.40%
Annual dividend / share$22.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR14.5%0%
Portfolio after 10y$11.67M$29.0K
Annual income after 10y$6,367,762.05$1,528.62
Total dividends collected$11.03M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSJI PortfolioSJI Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$17,681$6,980.51$11,260$840.19+$6.4KSJI
2$32,125$13,206.98$12,641$907.94+$19.5KSJI
3$60,053$25,678.84$14,150$978.20+$45.9KSJI
4$115,624$51,367.09$15,795$1,050.85+$99.8KSJI
5$229,550$105,832.76$17,584$1,125.74+$212.0KSJI
6$470,458$224,839.59$19,526$1,202.74+$450.9KSJI
7$996,494$493,103.67$21,628$1,281.69+$974.9KSJI
8$2,183,918$1,117,670.15$23,898$1,362.43+$2.16MSJI
9$4,957,975$2,621,182.18$26,347$1,444.79+$4.93MSJI
10$11,672,795$6,367,762.05$28,982$1,528.62+$11.64MSJI

SJI vs JEPI: Complete Analysis 2026

SJIStock

South Jersey Industries, Inc., through its subsidiaries, provides energy-related products and services. The company engages in the purchase, transmission, and sale of natural gas. It also sells natural gas and pipeline transportation capacity on a wholesale basis to residential, commercial, and industrial customers on the interstate pipeline system, as well as transports natural gas purchased directly from producers or suppliers to customers. As of December 31, 2021, the company had approximately 147 miles of mains in the transmission system and 6,815 miles of mains in the distribution system; and served 384,062 residential, commercial, and industrial customers in southern New Jersey. In addition, it markets natural gas storage, commodity, and transportation assets on a wholesale basis for energy marketers, electric and gas utilities, power plants, and natural gas producers in the mid-Atlantic, Appalachian, and southern regions of the United States. Further, the company owns and operates rooftop solar-generation sites. Additionally, it owns oil, gas, and mineral rights in the Marcellus Shale region of Pennsylvania; acquires and markets natural gas and electricity to retail end users, as well as provides total energy management, fuel management, and energy procurement and cost reduction services. The company was founded in 1910 and is headquartered in Folsom, New Jersey.

Full SJI 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.