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SVII vs JEPI: Dividend Comparison 2026

SVII yields 15.75% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SVII wins by $27.1K in total portfolio value
10 years
SVII
SVII
● Live price
15.75%
Share price
$12.70
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$56.1K
Annual income
$4,155.10
Full SVII 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 — SVII vs JEPI

📍 SVII 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 PeriodSVIIJEPI
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, SVII + JEPI cover 0 of 12 monthsgood coverage

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

SVII
Annual income on $10K today (after 15% tax)
$1,338.58/yr
After 10yr DRIP, annual income (after tax)
$3,531.84/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, SVII beats the other by $2,232.51/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SVII: 50%JEPI: 50%
100% JEPI50/50100% SVII
Portfolio after 10yr
$42.5K
Annual income
$2,841.86/yr
Blended yield
6.68%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SVII buys
0
JEPI buys
0
No recent congressional trades found for SVII or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVIIJEPI
Forward yield15.75%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$56.1K$29.0K
Annual income after 10y$4,155.10$1,528.62
Total dividends collected$27.9K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSVII PortfolioSVII Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,275$1,574.80$11,260$840.19+$1.0KSVII
2$14,941$1,806.58$12,641$907.94+$2.3KSVII
3$18,042$2,055.07$14,150$978.20+$3.9KSVII
4$21,624$2,319.25$15,795$1,050.85+$5.8KSVII
5$25,735$2,597.89$17,584$1,125.74+$8.2KSVII
6$30,426$2,889.59$19,526$1,202.74+$10.9KSVII
7$35,749$3,192.81$21,628$1,281.69+$14.1KSVII
8$41,757$3,505.93$23,898$1,362.43+$17.9KSVII
9$48,508$3,827.27$26,347$1,444.79+$22.2KSVII
10$56,058$4,155.10$28,982$1,528.62+$27.1KSVII

SVII vs JEPI: Complete Analysis 2026

SVIIStock

Spring Valley Acquisition Corp. II intends to acquire assets and businesses through a merger, share exchange, share purchase, reorganization, or similar business combination. It intends to focus on businesses in an alternative energy industry, including clean energy and storage, smart grid/efficiency, environmental services and recycling, mobility, water and wastewater management, advanced materials, and technology enabled services. The company was founded in 2021 and is based in Dallas, Texas.

Full SVII 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.