HomeCompareSVJTY vs JEPI

SVJTY vs JEPI: Dividend Comparison 2026

SVJTY yields 9.13% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SVJTY wins by $240172.84M in total portfolio value
10 years
SVJTY
SVJTY
● Live price
9.13%
Share price
$21.90
Annual div
$2.00
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$240172.87M
Annual income
$235,224,809,061.30
Full SVJTY 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 — SVJTY vs JEPI

📍 SVJTY 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 PeriodSVJTYJEPI
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, SVJTY + JEPI cover 0 of 12 monthsgood coverage

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

SVJTY
Annual income on $10K today (after 15% tax)
$776.26/yr
After 10yr DRIP, annual income (after tax)
$199,941,087,702.10/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, SVJTY beats the other by $199,941,086,402.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SVJTY: 50%JEPI: 50%
100% JEPI50/50100% SVJTY
Portfolio after 10yr
$120086.45M
Annual income
$117,612,405,294.96/yr
Blended yield
97.94%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SVJTY buys
0
JEPI buys
0
No recent congressional trades found for SVJTY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVJTYJEPI
Forward yield9.13%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$240172.87M$29.0K
Annual income after 10y$235,224,809,061.30$1,528.62
Total dividends collected$239836.87M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSVJTY PortfolioSVJTY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,526$1,826.48$11,260$840.19+$1.3KSVJTY
2$17,680$4,276.53$12,641$907.94+$5.0KSVJTY
3$30,199$11,282.03$14,150$978.20+$16.0KSVJTY
4$68,334$36,020.86$15,795$1,050.85+$52.5KSVJTY
5$225,467$152,348.99$17,584$1,125.74+$207.9KSVJTY
6$1,180,820$939,570.51$19,526$1,202.74+$1.16MSVJTY
7$10,461,126$9,197,649.20$21,628$1,281.69+$10.44MSVJTY
8$163,499,701$152,306,295.46$23,898$1,362.43+$163.48MSVJTY
9$4,624,356,278$4,449,411,597.93$26,347$1,444.79+$4624.33MSVJTY
10$240,172,870,279$235,224,809,061.30$28,982$1,528.62+$240172.84MSVJTY

SVJTY vs JEPI: Complete Analysis 2026

SVJTYStock

Public Joint Stock Company Severstal, together with its subsidiaries, operates as an integrated steel and steel-related mining company in Russia, Europe, CIS, the Middle East, North America, Africa, Central and South America, China, and Asia. It operates through two segments, Severstal Resources and Severstal Russian Steel. The company produces iron ore pellets, iron ore concentrates, crushed stones, and ferrite strontium powder; and coking and steam coal, and hard coking coal concentrates; blast furnace unfluxed and fluxed pellets, as well as iron ore and steel. It also provides flat and long-rolled products, hot and cold-rolled flat products, galvanized and color coated products, and long-steel applications for use in automotive and construction industry; pipes for use in oil and gas pipeline projects; and cold-drawn steel products, steel shapes, railway fasteners, low carbon and high carbon wires, nails, steel fiber products, steel wire ropes, wire strands, steel meshes and fasteners, and carbonyl iron powders. In addition, the company engages in repair and construction, air transport, a ferrous scrap metal recycling, steel machining, and shipping and handling operations. It serves construction and service processing, oil and gas, energy, machinery, automotive, and other industries. The company was formerly known as Open Joint-Stock Company Severstal and changed its name to Public Joint Stock Company Severstal in December 2014. Public Joint Stock Company Severstal was founded in 1955 and is headquartered in Moscow, Russia.

Full SVJTY 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.