HomeCompareSBEA vs JEPQ

SBEA vs JEPQ: Dividend Comparison 2026

SBEA yields 16.65% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SBEA wins by $14.6K in total portfolio value
10 years
SBEA
SBEA
● Live price
16.65%
Share price
$12.01
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$59.3K
Annual income
$4,631.17
Full SBEA 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 — SBEA vs JEPQ

📍 SBEA pulled ahead of the other in Year 1

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 PeriodSBEAJEPQ
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, SBEA + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SBEA
Annual income on $10K today (after 15% tax)
$1,415.49/yr
After 10yr DRIP, annual income (after tax)
$3,936.49/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, SBEA beats the other by $2,106.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SBEA: 50%JEPQ: 50%
100% JEPQ50/50100% SBEA
Portfolio after 10yr
$52.1K
Annual income
$3,391.88/yr
Blended yield
6.52%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SBEA right now

SBEA
Analyst Ratings
2
Buy
Consensus: Buy
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SBEA buys
0
JEPQ buys
0
No recent congressional trades found for SBEA or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSBEAJEPQ
Forward yield16.65%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$59.3K$44.8K
Annual income after 10y$4,631.17$2,152.59
Total dividends collected$30.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSBEA PortfolioSBEA Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,365$1,665.28$11,930$1,110.39+$435.00SBEA
2$15,155$1,924.45$14,133$1,224.34+$1.0KSBEA
3$18,421$2,204.37$16,632$1,340.46+$1.8KSBEA
4$22,214$2,504.02$19,454$1,457.97+$2.8KSBEA
5$26,591$2,822.14$22,626$1,576.08+$4.0KSBEA
6$31,610$3,157.22$26,175$1,694.09+$5.4KSBEA
7$37,330$3,507.56$30,133$1,811.32+$7.2KSBEA
8$43,814$3,871.31$34,531$1,927.17+$9.3KSBEA
9$51,128$4,246.52$39,403$2,041.08+$11.7KSBEA
10$59,338$4,631.17$44,787$2,152.59+$14.6KSBEA

SBEA vs JEPQ: Complete Analysis 2026

SBEAStock

As of February 9, 2022, SilverBox Engaged Merger Corp I was acquired by Authentic Brands LLC, in a reverse merger transaction. SilverBox Engaged Merger Corp I, a blank check company, intends to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or related business combination with one or more businesses. The company was founded in 2020 and is based in Austin, Texas.

Full SBEA 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 SBEA vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SBEA vs SCHDSBEA vs JEPISBEA vs OSBEA vs KOSBEA vs MAINSBEA vs XYLDSBEA vs QYLDSBEA 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.