HomeCompareSRGHY vs JEPI

SRGHY vs JEPI: Dividend Comparison 2026

SRGHY yields 2.90% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SRGHY wins by $35.75M in total portfolio value· pulled ahead in Year 2
10 years
SRGHY
SRGHY
● Live price
2.90%
Share price
$16.58
Annual div
$0.48
5Y div CAGR
87%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.77M
Annual income
$31,660,715.90
Full SRGHY 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 — SRGHY vs JEPI

📍 SRGHY pulled ahead of the other in Year 2

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 PeriodSRGHYJEPI
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, SRGHY + JEPI cover 0 of 12 monthsgood coverage

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

SRGHY
Annual income on $10K today (after 15% tax)
$246.08/yr
After 10yr DRIP, annual income (after tax)
$26,911,608.51/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, SRGHY beats the other by $26,910,309.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SRGHY: 50%JEPI: 50%
100% JEPI50/50100% SRGHY
Portfolio after 10yr
$17.90M
Annual income
$15,831,122.26/yr
Blended yield
88.43%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SRGHY buys
0
JEPI buys
0
No recent congressional trades found for SRGHY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSRGHYJEPI
Forward yield2.90%8.40%
Annual dividend / share$0.48$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR87%0%
Portfolio after 10y$35.77M$29.0K
Annual income after 10y$31,660,715.90$1,528.62
Total dividends collected$35.42M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSRGHY PortfolioSRGHY Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,241$541.38$11,260$840.19$19.00JEPI
2← crossover$13,092$1,063.59$12,641$907.94+$451.00SRGHY
3$16,173$2,164.79$14,150$978.20+$2.0KSRGHY
4$21,979$4,673.74$15,795$1,050.85+$6.2KSRGHY
5$34,618$11,100.34$17,584$1,125.74+$17.0KSRGHY
6$67,596$30,555.33$19,526$1,202.74+$48.1KSRGHY
7$176,600$104,272.26$21,628$1,281.69+$155.0KSRGHY
8$665,059$476,096.30$23,898$1,362.43+$641.2KSRGHY
9$3,845,050$3,133,436.83$26,347$1,444.79+$3.82MSRGHY
10$35,774,919$31,660,715.90$28,982$1,528.62+$35.75MSRGHY

SRGHY vs JEPI: Complete Analysis 2026

SRGHYStock

Shoprite Holdings Limited, an investment holding company, primarily engages in the food retailing business in South Africa and internationally. The company operates through four segments: Supermarkets RSA, Supermarkets Non-RSA, Furniture, and Other Operating segments. It also offers clothing, general merchandise, cosmetic, and liquor products; furniture, home entertainment, and floor covering products; and liquors, electrical and household appliances, and soft furnishings. In addition, the company distributes various pharmaceutical products and surgical equipment to pharmacies, hospitals, clinics, dispensing doctors, and veterinary surgeons. As of July 04, 2021, it operated 2,913 stores under the Shoprite, Shoprite Hyper, Checkers, Checkers Hyper, Usave, Shoprite LiquorShop, Checkers LiquorShop, House & Home, OK Furniture & Power Express, MediRite Pharmacy, TransPharm, Computicket, Computicket Travel, Checkers Food Services, Freshmark, k'nect, OK Foods, OK Grocer, OK MiniMark, OK Express, Sentra, OK Liquor, and Megasave brands. Further, the company provides ticketing, and car rental and accommodation services; stadium management, capacity management, travel management, and access control solutions; and short-term insurance and treasury management services. Shoprite Holdings Limited was founded in 1979 and is based in Brackenfell, South Africa.

Full SRGHY 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.