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SWGNF vs JEPI: Dividend Comparison 2026

SWGNF yields 2.67% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SWGNF wins by $236.32M in total portfolio value· pulled ahead in Year 2
10 years
SWGNF
SWGNF
● Live price
2.67%
Share price
$41.05
Annual div
$1.10
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$236.35M
Annual income
$220,481,011.82
Full SWGNF 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 — SWGNF vs JEPI

📍 SWGNF 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 PeriodSWGNFJEPI
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%.
📅

Dividend Calendar Overlap

Combined, SWGNF + JEPI cover 0 of 12 monthsgood coverage

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

SWGNF
Annual income on $10K today (after 15% tax)
$226.85/yr
After 10yr DRIP, annual income (after tax)
$187,408,860.05/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, SWGNF beats the other by $187,407,560.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWGNF: 50%JEPI: 50%
100% JEPI50/50100% SWGNF
Portfolio after 10yr
$118.19M
Annual income
$110,241,270.22/yr
Blended yield
93.27%
📊

Analyst Conviction Gap

Where Wall Street is split right now

SWGNF
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
6.4
Piotroski
7/9
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)

SWGNF buys
0
JEPI buys
0
No recent congressional trades found for SWGNF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWGNFJEPI
Forward yield2.67%8.40%
Annual dividend / share$1.10$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$236.35M$29.0K
Annual income after 10y$220,481,011.82$1,528.62
Total dividends collected$235.15M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSWGNF PortfolioSWGNF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,234$533.77$11,260$840.19$26.00JEPI
2← crossover$13,141$1,120.80$12,641$907.94+$500.00SWGNF
3$16,511$2,450.62$14,150$978.20+$2.4KSWGNF
4$23,423$5,755.46$15,795$1,050.85+$7.6KSWGNF
5$40,323$15,260.84$17,584$1,125.74+$22.7KSWGNF
6$92,253$49,106.86$19,526$1,202.74+$72.7KSWGNF
7$308,707$209,996.89$21,628$1,281.69+$287.1KSWGNF
8$1,643,808$1,313,491.28$23,898$1,362.43+$1.62MSWGNF
9$14,831,950$13,073,075.95$26,347$1,444.79+$14.81MSWGNF
10$236,351,199$220,481,011.82$28,982$1,528.62+$236.32MSWGNF

SWGNF vs JEPI: Complete Analysis 2026

SWGNFStock

The Swatch Group AG designs, manufactures, and sells finished watches, jewelry, and watch movements and components worldwide. It operates through Watches & Jewelry and Electronic Systems segments. The Watches & Jewelry segment designs, produces, and commercializes watches and jewelry. The Electronic Systems segment is involved in the design, production, and commercialization of electronic components, as well as sports timing activities. It is also involved in the provision of assembly, research and development, administration, watch case polishing, logistics and distribution, and customer services; and hard material products, microelectronics, watch cases and crowns, miniature low-frequency quartz crystals, thin wires, miniature batteries, watch dials and bracelets, watch hands, sports timing technology and equipment, precision parts, and assembly electronic components. In addition, the company engages in retail, communication, real estate project and property management, finance, reinsurance, and art center businesses. It offers its watch and jewelry products primarily under the Breguet, Harry Winston, Blancpain, Glashütte Original, Jaquet Droz, Léon Hatot, Omega, Longines, Rado, Union Glashütte, Tissot, Balmain, Certina, Mido, Hamilton, Calvin Klein, Swatch, and Flik Flak brands. The Swatch Group AG was founded in 1983 and is headquartered in Biel/Bienne, Switzerland.

Full SWGNF 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.