HomeCompareSPGZ vs JEPI

SPGZ vs JEPI: Dividend Comparison 2026

SPGZ yields 0.01% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $9.3K in total portfolio value
10 years
SPGZ
SPGZ
● Live price
0.01%
Share price
$21,500.00
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.7K
Annual income
$0.93
Full SPGZ 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 — SPGZ vs JEPI

📍 JEPI 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 PeriodSPGZJEPI
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, SPGZ + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SPGZ
Annual income on $10K today (after 15% tax)
$0.79/yr
After 10yr DRIP, annual income (after tax)
$0.79/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, JEPI beats the other by $1,298.54/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPGZ: 50%JEPI: 50%
100% JEPI50/50100% SPGZ
Portfolio after 10yr
$24.3K
Annual income
$764.78/yr
Blended yield
3.14%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPGZ buys
0
JEPI buys
0
No recent congressional trades found for SPGZ or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPGZJEPI
Forward yield0.01%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$19.7K$29.0K
Annual income after 10y$0.93$1,528.62
Total dividends collected$9.00$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSPGZ PortfolioSPGZ Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$10,701$0.93$11,260$840.19$559.00JEPI
2$11,451$0.93$12,641$907.94$1.2KJEPI
3$12,253$0.93$14,150$978.20$1.9KJEPI
4$13,112$0.93$15,795$1,050.85$2.7KJEPI
5$14,031$0.93$17,584$1,125.74$3.6KJEPI
6$15,014$0.93$19,526$1,202.74$4.5KJEPI
7$16,066$0.93$21,628$1,281.69$5.6KJEPI
8$17,191$0.93$23,898$1,362.43$6.7KJEPI
9$18,396$0.93$26,347$1,444.79$8.0KJEPI
10$19,684$0.93$28,982$1,528.62$9.3KJEPI

SPGZ vs JEPI: Complete Analysis 2026

SPGZStock

Spectrum Group International, Inc., together with its subsidiaries, operates as a trading and collectibles network in the United States and Europe. The company operates in two segments, Trading and Collectibles. The Trading segment is engaged in the trade of metals, including gold, silver, platinum, and palladium for storage and delivery in the form of coins, bars, wafers, and grain; and providing financing, consignment, hedging, and various customized financial programs. This segment also offers loans on precious metals and rare coins collateral to coin dealers, collectors, and investors; promotes A-Mark bullion products; and offers storage solutions to institutions, dealers, and consumers. Its customers include sovereign mints and mines, manufacturers and fabricators, refiners, coin and bullion dealers, banks and other financial institutions, commodity brokerage houses, industrial users of precious metals, jewelers, private investors, investment advisors, and collectors. The Collectibles segment offers coins, paper currency, and rare and fine vintage wines. This segment sells its products to collectors and dealers through traditional live auctions, Internet and telephone auctions, and retail sale. The company was founded in 1981 and is headquartered in Irvine, California.

Full SPGZ 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.