HomeCompareSZHFF vs JEPQ

SZHFF vs JEPQ: Dividend Comparison 2026

SZHFF yields 2.51% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SZHFF wins by $544.2K in total portfolio value· pulled ahead in Year 5
10 years
SZHFF
SZHFF
● Live price
2.51%
Share price
$38.50
Annual div
$0.97
5Y div CAGR
62.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$589.0K
Annual income
$367,277.10
Full SZHFF calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — SZHFF vs JEPQ

📍 SZHFF pulled ahead of the other in Year 5

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSZHFFJEPQ
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, SZHFF + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SZHFF
Annual income on $10K today (after 15% tax)
$213.07/yr
After 10yr DRIP, annual income (after tax)
$312,185.54/yr
JEPQ
Annual income on $10K today (after 15% tax)
$943.83/yr
After 10yr DRIP, annual income (after tax)
$1,829.70/yr
At 15% tax rate, SZHFF beats the other by $310,355.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SZHFF + JEPQ for your $10,000?

SZHFF: 50%JEPQ: 50%
100% JEPQ50/50100% SZHFF
Portfolio after 10yr
$316.9K
Annual income
$184,714.84/yr
Blended yield
58.29%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SZHFF buys
0
JEPQ buys
0
No recent congressional trades found for SZHFF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSZHFFJEPQ
Forward yield2.51%11.10%
Annual dividend / share$0.97$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR62.7%0%
Portfolio after 10y$589.0K$44.8K
Annual income after 10y$367,277.10$2,152.59
Total dividends collected$546.0K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: SZHFF vs JEPQ ($10,000, DRIP)

YearSZHFF PortfolioSZHFF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,108$407.84$11,930$1,110.39$822.00JEPQ
2$12,574$688.85$14,133$1,224.34$1.6KJEPQ
3$14,640$1,185.71$16,632$1,340.46$2.0KJEPQ
4$17,764$2,099.17$19,454$1,457.97$1.7KJEPQ
5← crossover$22,881$3,873.01$22,626$1,576.08+$255.00SZHFF
6$32,068$7,585.37$26,175$1,694.09+$5.9KSZHFF
7$50,478$16,165.15$30,133$1,811.32+$20.3KSZHFF
8$92,702$38,691.42$34,531$1,927.17+$58.2KSZHFF
9$207,238$108,046.62$39,403$2,041.08+$167.8KSZHFF
10$589,022$367,277.10$44,787$2,152.59+$544.2KSZHFF

SZHFF vs JEPQ: Complete Analysis 2026

SZHFFStock

Sojitz Corporation operates as a general trading company that engages in various business activities worldwide. It operates through seven segments: Automotive; Aerospace & Transportation Project; Infrastructure & Healthcare; Metals, Mineral Resources & Recycling; Chemicals; Consumer Industry & Agriculture Business; and Retail & Consumer Service. The company is involved in the assembly and sale of automobiles, auto-financing business, and parts quality assurance business with customers comprising automobile and automobile parts manufacturers; and operation as an authorized dealer for premium brand vehicles. It also engages in the aircraft leasing, parts out, business jets, and transportation infrastructure businesses. In addition, the company is involved in the medical, telecommunication, and urban infrastructure development businesses. Further, it acquires coal and develops contract mining business, holds metal one and mid downstream venture, and ventures into new applications and businesses; and conducts a range of trading and business from basic chemicals to functional materials. Additionally, the company engages in building business models in the fields of agribusiness, foodstuffs, marine products, animal feed, and forest products to contribute to food safety and security; marine products processing; and wholesale and fertilizer business. Furthermore, it is involved in a range of retail consumer businesses comprising food distribution, shopping center management, consumer goods distribution, textile, and real estate activities; and logistics and insurance services, car and motorcycle parts, ship equipment, industrial machinery, forefront industry business, bearing, nuclear power-related equipment businesses, etc. The company was incorporated in 2003 and is headquartered in Tokyo, Japan.

Full SZHFF Calculator →

JEPQETF

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Full JEPQ Calculator →
📬

Get this SZHFF vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SZHFF vs SCHDSZHFF vs JEPISZHFF vs OSZHFF vs KOSZHFF vs MAINSZHFF vs XYLDSZHFF vs QYLDSZHFF vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.