HomeCompareSONVF vs JEPI

SONVF vs JEPI: Dividend Comparison 2026

SONVF yields 2.53% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SONVF wins by $97.9K in total portfolio value· pulled ahead in Year 3
10 years
SONVF
SONVF
● Live price
2.53%
Share price
$214.70
Annual div
$5.43
5Y div CAGR
47.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$126.9K
Annual income
$48,692.76
Full SONVF 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 — SONVF vs JEPI

📍 SONVF pulled ahead of the other in Year 3

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSONVFJEPI
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%.
📅

Dividend Calendar Overlap

Combined, SONVF + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SONVF pays
JEPI pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

SONVF
Annual income on $10K today (after 15% tax)
$215.01/yr
After 10yr DRIP, annual income (after tax)
$41,388.85/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, SONVF beats the other by $40,089.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SONVF: 50%JEPI: 50%
100% JEPI50/50100% SONVF
Portfolio after 10yr
$77.9K
Annual income
$25,110.69/yr
Blended yield
32.22%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on JEPI right now

SONVF
Analyst Ratings
1
Sell
Consensus: Sell
Altman Z
4.9
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)

SONVF buys
0
JEPI buys
0
No recent congressional trades found for SONVF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSONVFJEPI
Forward yield2.53%8.40%
Annual dividend / share$5.43$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR47.4%0%
Portfolio after 10y$126.9K$29.0K
Annual income after 10y$48,692.76$1,528.62
Total dividends collected$98.5K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSONVF PortfolioSONVF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,073$372.86$11,260$840.19$187.00JEPI
2$12,417$568.75$12,641$907.94$224.00JEPI
3← crossover$14,164$878.58$14,150$978.20+$14.00SONVF
4$16,537$1,380.66$15,795$1,050.85+$742.00SONVF
5$19,915$2,220.48$17,584$1,125.74+$2.3KSONVF
6$24,992$3,683.72$19,526$1,202.74+$5.5KSONVF
7$33,110$6,368.48$21,628$1,281.69+$11.5KSONVF
8$47,051$11,622.65$23,898$1,362.43+$23.2KSONVF
9$73,096$22,752.09$26,347$1,444.79+$46.7KSONVF
10$126,906$48,692.76$28,982$1,528.62+$97.9KSONVF

SONVF vs JEPI: Complete Analysis 2026

SONVFStock

Sonova Holding AG designs, develops, manufactures, and distributes hearing care solutions for adults and children. It operates through two segments, Hearing Instruments and Cochlear Implants segments. The company offers wireless communication products; rechargeable hearing aids; wireless headsets, speech enhanced hearables, audiophile headphones, microphones, and wireless transmission systems; and audiological care services. It also provides hearing instruments under the Phonak, Unitron, and Hansaton brand names; cochlear implants under the Advanced Bionics brand; consumer hearing products under the Sennheiser brand; and audiological care services under the AudioNova, Audium, Audition Santé, Boots Hearingcare, Connect Hearing, Geers, Hansaton, Lapperre, Schoonenberg, and Triton brands. The company sells its products through independent distributors; and provides hearing care services through a network of approximately 3,600 stores and clinics. It operates in the United States, Europe, the Middle East, Africa, and the Asia Pacific. The company was formerly known as Phonak Holding AG and changed its name to Sonova Holding AG in August 2007. Sonova Holding AG was founded in 1947 and is headquartered in Stäfa, Switzerland.

Full SONVF 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 →
📬

Get this SONVF vs JEPI comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SONVF vs SCHDSONVF vs OSONVF vs KOSONVF vs MAINSONVF vs JEPQSONVF vs XYLDSONVF vs DIVOSONVF vs QYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.