HomeCompareSRHBY vs JEPI

SRHBY vs JEPI: Dividend Comparison 2026

SRHBY yields 4.00% · JEPI yields 8.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $1.1K in total portfolio value
10 years
SRHBY
SRHBY
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full SRHBY calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.47%
Share price
$56.23
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.1K
Annual income
$1,548.22
Full JEPI calculator →

Portfolio growth — SRHBY 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 PeriodSRHBYJEPI
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, SRHBY + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SRHBY
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
JEPI
Annual income on $10K today (after 15% tax)
$719.94/yr
After 10yr DRIP, annual income (after tax)
$1,315.99/yr
At 15% tax rate, JEPI beats the other by $551.68/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SRHBY: 50%JEPI: 50%
100% JEPI50/50100% SRHBY
Portfolio after 10yr
$28.6K
Annual income
$1,223.71/yr
Blended yield
4.28%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SRHBY buys
0
JEPI buys
4
PoliticianChamberTickerTypeAmountDate
Ro Khanna🏢 House$JEPI▼ Sell$1,001 - $15,0002023-11-03
Max Miller🏢 House$JEPI▼ Sell$1,001 - $15,0002023-10-06
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-10-06
Kevin Hern🏢 House$JEPI▲ Buy$1,001 - $15,0002022-09-07
Robert J. Wittman🏢 House$JEPI▲ Buy$1,001 - $15,0002022-05-10
Kevin Hern🏢 House$JEPI▲ Buy$100,001 - $250,0002021-07-30
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSRHBYJEPI
Forward yield4.00%8.47%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth5%0%
5-year div CAGR5%0%
Portfolio after 10y$28.0K$29.1K
Annual income after 10y$899.19$1,548.22
Total dividends collected$6.4K$11.8K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSRHBY PortfolioSRHBY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,120$420.00$11,267$846.99$147.00JEPI
2$12,357$458.31$12,656$915.84$299.00JEPI
3$13,721$499.76$14,175$987.29$454.00JEPI
4$15,227$544.58$15,831$1,061.20$604.00JEPI
5$16,885$593.02$17,634$1,137.44$749.00JEPI
6$18,713$645.34$19,590$1,215.87$877.00JEPI
7$20,724$701.81$21,709$1,296.33$985.00JEPI
8$22,938$762.73$24,000$1,378.65$1.1KJEPI
9$25,372$828.41$26,471$1,462.67$1.1KJEPI
10$28,047$899.19$29,130$1,548.22$1.1KJEPI

SRHBY vs JEPI: Complete Analysis 2026

SRHBYStock

SRHBY is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SRHBY shares.

Full SRHBY 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.