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JEPQ vs SO: Dividend Comparison 2026

JEPQ yields 8.21% · SO yields 3.42% · See full DRIP projection below

vsEnter any two US tickers
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $21.5K in total portfolio value
10 years
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
8.21%
Share price
$54.80
Annual div
$4.50
5Y div CAGR
5%
Payout ratio
75%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.2K
Annual income
$2,477.16
Full JEPQ calculator →
SO
The Southern Company
3.42%
Share price
$84.20
Annual div
$2.88
5Y div CAGR
3.1%
Payout ratio
72%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.7K
Annual income
$613.85
Full SO calculator →

Portfolio growth — JEPQ vs SO

Annual dividend income

MetricJEPQSO
Forward yield8.21%3.42%
Annual dividend / share$4.50$2.88
Payout ratio75%72%
1-year div growth2.1%3%
5-year div CAGR5%3.1%
Portfolio after 10y$43.2K$21.7K
Annual income after 10y$2,477.16$613.85
Total dividends collected$15.6K$4.7K
Payment frequencymonthlyquarterly
SectorETFUtilities

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

YearJEPQ PortfolioJEPQ Income/yrSO PortfolioSO Income/yrGap
1$11,682$862.23$10,833$352.65+$849.00JEPQ
2$13,618$977.48$11,728$375.81+$1.9KJEPQ
3$15,840$1,105.73$12,692$400.29+$3.1KJEPQ
4$18,387$1,248.14$13,727$426.14+$4.7KJEPQ
5$21,301$1,405.99$14,839$453.42+$6.5KJEPQ
6$24,628$1,580.62$16,034$482.21+$8.6KJEPQ
7$28,421$1,773.47$17,316$512.58+$11.1KJEPQ
8$32,738$1,986.07$18,692$544.59+$14.0KJEPQ
9$37,642$2,220.06$20,167$578.32+$17.5KJEPQ
10$43,206$2,477.16$21,749$613.85+$21.5KJEPQ

JEPQ vs SO: Complete Analysis 2026

JEPQETF

JEPQ applies JEPI's covered call strategy to Nasdaq 100 stocks, providing high monthly income with tech sector exposure. Higher growth potential than JEPI with comparable income. With $15B+ in AUM, it's rapidly becoming a favorite for growth-income hybrid investors.

Full JEPQ Calculator →

SOUtilities

Southern Company is a Dividend Aristocrat with 23+ consecutive years of increases. It serves 9M+ customers across Georgia, Alabama, and Mississippi through its regulated electric and gas utilities. Vogtle Unit 4 nuclear plant completion in 2024 adds decades of low-carbon baseload generation capacity.

Full SO Calculator →

Frequently Asked Questions

Is JEPQ or SO better for dividend income in 2026?
JEPQ currently offers a 8.21% yield (4.50/share/year) while SO offers 3.42% (2.88/share/year). JEPQ provides higher current income. However, JEPQ has grown its dividend faster (5% 5Y CAGR), which may lead to better long-term income through compounding.
How much would $10,000 in JEPQ vs SO earn per year?
With $10,000 invested today: JEPQ pays approximately $821/year. SO pays approximately $342/year. With DRIP reinvestment over 10 years, these grow to $2,477/year (JEPQ) and $614/year (SO).
Does JEPQ or SO pay monthly dividends?
JEPQ pays monthly dividends. SO pays quarterly dividends. JEPQ pays monthly, which is preferred by investors who need regular cash flow.
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⚠️ Educational purposes only. Not financial advice. All projections use historical data; actual results will vary.