Is SASR or JEPQ a better dividend investment in 2026?

SASR currently yields 4.87% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: JEPQ offers higher current income.

What is the dividend yield difference between SASR and JEPQ?

SASR has a forward dividend yield of 4.87% ($1.36/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 6.23 percentage points.

Home › Compare › SASR vs JEPQ

SASR vs JEPQ: Dividend Comparison 2026

SASR yields 4.87% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 JEPQ wins by $3.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SASR

● Live price

4.87%

Share price

$27.95

Annual div

$1.36

5Y div CAGR

15.8%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$41.3K

Annual income

$3,999.50

Full SASR calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — SASR vs JEPQ

📍 JEPQ 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 Period	SASR	JEPQ
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, SASR + JEPQ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SASR pays

JEPQ pays

Both pay

Neither

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Tax Bracket Optimizer

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

SASR

Annual income on $10K today (after 15% tax)

$413.60/yr

After 10yr DRIP, annual income (after tax)

$3,399.58/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, SASR beats the other by $1,569.87/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

SASR: 50%JEPQ: 50%

100% JEPQ50/50100% SASR

Portfolio after 10yr

$43.0K

Annual income

$3,076.04/yr

Blended yield

7.15%

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Analyst Conviction Gap

Where Wall Street is most bullish on SASR right now

SASR

Analyst Ratings

Buy

Hold

Consensus: Hold

Altman Z

-0.8

Piotroski

6/9

JEPQ

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SASR buys

JEPQ buys

No recent congressional trades found for SASR or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSASRJEPQ

Forward yield	4.87%	11.10% ✓
Annual dividend / share	$1.36	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	15.8% ✓	0%
Portfolio after 10y	$41.3K	$44.8K ✓
Annual income after 10y	$3,999.50 ✓	$2,152.59
Total dividends collected	$17.6K ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	SASR Portfolio	SASR Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$11,263	$563.46	$11,930	$1,110.39	$667.00 → JEPQ
2	$12,739	$686.85	$14,133	$1,224.34	$1.4K → JEPQ
3	$14,471	$840.70	$16,632	$1,340.46	$2.2K → JEPQ
4	$16,518	$1,033.58	$19,454	$1,457.97	$2.9K → JEPQ
5	$18,951	$1,276.78	$22,626	$1,576.08	$3.7K → JEPQ
6	$21,863	$1,585.32	$26,175	$1,694.09	$4.3K → JEPQ
7	$25,372	$1,979.32	$30,133	$1,811.32	$4.8K → JEPQ
8	$29,634	$2,485.99	$34,531	$1,927.17	$4.9K → JEPQ
9	$34,851	$3,142.39	$39,403	$2,041.08	$4.6K → JEPQ
10	$41,290	$3,999.50	$44,787	$2,152.59	$3.5K → JEPQ

SASR vs JEPQ: Complete Analysis 2026

SASR — Stock

Sandy Spring Bancorp, Inc. operates as the bank holding company for Sandy Spring Bank that provides commercial and retail banking, mortgage, private banking, and trust services to individuals and businesses. It operates through three segments: Community Banking, Insurance, and Investment Management. The Community Banking segment offers financial products and services, including various loan and deposit products. Its loan products include commercial real estate loans, commercial construction loans, and other commercial loans; residential real estate loans; and consumer loans comprising home equity loans and lines, installment loans, and personal lines of credit. The Insurance segment provides general insurance agency services and annuities, such as commercial, personal, and medical liability lines. The Investment Management segment offers investment management and financial planning, including cash flow analysis, investment review, tax and retirement planning, insurance analysis, and estate planning to individuals, families, small businesses, and associations. It also provides personal trust and wealth management services. The company operates a network of approximately 50 locations in Maryland, Northern Virginia, and Washington D.C. Sandy Spring Bancorp, Inc. was founded in 1868 and is headquartered in Olney, Maryland.

Full SASR Calculator →

JEPQ — ETF

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 →

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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.