HomeCompareSTZHF vs JEPI

STZHF vs JEPI: Dividend Comparison 2026

STZHF yields 4.49% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 STZHF wins by $3389.71M in total portfolio value
10 years
STZHF
STZHF
● Live price
4.49%
Share price
$49.41
Annual div
$2.22
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$3389.74M
Annual income
$3,250,745,331.30
Full STZHF 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 — STZHF vs JEPI

📍 STZHF 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 PeriodSTZHFJEPI
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, STZHF + JEPI cover 0 of 12 monthsgood coverage

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

STZHF
Annual income on $10K today (after 15% tax)
$381.91/yr
After 10yr DRIP, annual income (after tax)
$2,763,133,531.61/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, STZHF beats the other by $2,763,132,232.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

STZHF: 50%JEPI: 50%
100% JEPI50/50100% STZHF
Portfolio after 10yr
$1694.88M
Annual income
$1,625,373,429.96/yr
Blended yield
95.90%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STZHF right now

STZHF
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
3.3
Piotroski
6/9
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)

STZHF buys
0
JEPI buys
0
No recent congressional trades found for STZHF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSTZHFJEPI
Forward yield4.49%8.40%
Annual dividend / share$2.22$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$3389.74M$29.0K
Annual income after 10y$3,250,745,331.30$1,528.62
Total dividends collected$3379.90M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSTZHF PortfolioSTZHF Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,599$898.60$11,260$840.19+$339.00STZHF
2$14,359$1,948.14$12,641$907.94+$1.7KSTZHF
3$19,872$4,507.90$14,150$978.20+$5.7KSTZHF
4$32,924$11,661.13$15,795$1,050.85+$17.1KSTZHF
5$71,341$36,112.94$17,584$1,125.74+$53.8KSTZHF
6$222,600$146,265.14$19,526$1,202.74+$203.1KSTZHF
7$1,091,226$853,044.01$21,628$1,281.69+$1.07MSTZHF
8$8,984,008$7,816,395.72$23,898$1,362.43+$8.96MSTZHF
9$129,896,925$120,284,036.13$26,347$1,444.79+$129.87MSTZHF
10$3,389,735,041$3,250,745,331.30$28,982$1,528.62+$3389.71MSTZHF

STZHF vs JEPI: Complete Analysis 2026

STZHFStock

Stelco Holdings Inc. engages in the production and sale of steel products in Canada, the United States, and internationally. It offers flat-rolled value-added steel, including coated, pre-painted, cold-rolled, and hot-rolled sheet products, as well as pig iron and metallurgical coke. The company sells its products to customers in the construction, automotive, energy, appliance, and pipe and tube industries, as well as to various steel service centers. Stelco Holdings Inc. was founded in 1910 and is headquartered in Hamilton, Canada.

Full STZHF 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.