HomeCompareSBIO vs JEPQ

SBIO vs JEPQ: Dividend Comparison 2026

SBIO yields 2.25% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $21.8K in total portfolio value
10 years
SBIO
SBIO
● Live price
2.25%
Share price
$52.25
Annual div
$1.17
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.0K
Annual income
$259.80
Full SBIO 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 — SBIO 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 PeriodSBIOJEPQ
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, SBIO + JEPQ cover 0 of 12 monthsgood coverage

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

SBIO
Annual income on $10K today (after 15% tax)
$190.99/yr
After 10yr DRIP, annual income (after tax)
$220.83/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, JEPQ beats the other by $1,608.87/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SBIO: 50%JEPQ: 50%
100% JEPQ50/50100% SBIO
Portfolio after 10yr
$33.9K
Annual income
$1,206.19/yr
Blended yield
3.56%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SBIO buys
6
JEPQ buys
0
PoliticianChamberTickerTypeAmountDate
Thomas R. Carper🏛 Senate$SBIO▼ Sell$1,001 - $15,0002023-04-17
Thomas R. Carper🏛 Senate$SBIO▼ Sell$1,001 - $15,0002023-04-17
Thomas R. Carper🏛 Senate$SBIO▼ Sell$1,001 - $15,0002023-02-15
Thomas R. Carper🏛 Senate$SBIO▼ Sell$1,001 - $15,0002023-02-15
Thomas R. Carper🏛 Senate$SBIO▼ Sell$1,001 - $15,0002022-10-04
Thomas R. Carper🏛 Senate$SBIO▼ Sell$1,001 - $15,0002022-10-04
Thomas R. Carper🏛 Senate$SBIO▼ Sell$1,001 - $15,0002022-03-07
Thomas R. Carper🏛 Senate$SBIO▼ Sell$1,001 - $15,0002022-03-07
Thomas R. Carper🏛 Senate$SBIO▼ Sell$1,001 - $15,0002021-12-31
Thomas R. Carper🏛 Senate$SBIO▼ Sell$1,001 - $15,0002021-12-31
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSBIOJEPQ
Forward yield2.25%11.10%
Annual dividend / share$1.17$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.0K$44.8K
Annual income after 10y$259.80$2,152.59
Total dividends collected$2.4K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSBIO PortfolioSBIO Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,925$224.69$11,930$1,110.39$1.0KJEPQ
2$11,919$229.41$14,133$1,224.34$2.2KJEPQ
3$12,987$233.91$16,632$1,340.46$3.6KJEPQ
4$14,134$238.20$19,454$1,457.97$5.3KJEPQ
5$15,366$242.28$22,626$1,576.08$7.3KJEPQ
6$16,688$246.16$26,175$1,694.09$9.5KJEPQ
7$18,106$249.85$30,133$1,811.32$12.0KJEPQ
8$19,627$253.35$34,531$1,927.17$14.9KJEPQ
9$21,257$256.66$39,403$2,041.08$18.1KJEPQ
10$23,005$259.80$44,787$2,152.59$21.8KJEPQ

SBIO vs JEPQ: Complete Analysis 2026

SBIOStock

The ALPS Medical Breakthroughs ETF (SBIO) seeks investment results that correspond (before fees and expenses) generally to the performance of its underlying index, the S-Network Medical Breakthroughs Index (PMBI).

Full SBIO 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 →
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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.