HomeCompareSBSA vs JEPQ

SBSA vs JEPQ: Dividend Comparison 2026

SBSA yields 83.33% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SBSA wins by $1.88M in total portfolio value
10 years
SBSA
SBSA
● Live price
83.33%
Share price
$2.40
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1.92M
Annual income
$572,154.00
Full SBSA 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 — SBSA vs JEPQ

📍 SBSA 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 PeriodSBSAJEPQ
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, SBSA + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SBSA
Annual income on $10K today (after 15% tax)
$7,083.33/yr
After 10yr DRIP, annual income (after tax)
$486,330.90/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, SBSA beats the other by $484,501.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SBSA: 50%JEPQ: 50%
100% JEPQ50/50100% SBSA
Portfolio after 10yr
$983.8K
Annual income
$287,153.29/yr
Blended yield
29.19%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SBSA buys
0
JEPQ buys
0
No recent congressional trades found for SBSA or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSBSAJEPQ
Forward yield83.33%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$1.92M$44.8K
Annual income after 10y$572,154.00$2,152.59
Total dividends collected$1.68M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSBSA PortfolioSBSA Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$19,033$8,333.33$11,930$1,110.39+$7.1KSBSA
2$35,189$14,823.47$14,133$1,224.34+$21.1KSBSA
3$63,265$25,612.96$16,632$1,340.46+$46.6KSBSA
4$110,730$43,036.13$19,454$1,457.97+$91.3KSBSA
5$188,877$70,396.18$22,626$1,576.08+$166.3KSBSA
6$314,321$112,222.44$26,175$1,694.09+$288.1KSBSA
7$510,862$174,537.89$30,133$1,811.32+$480.7KSBSA
8$811,738$265,115.75$34,531$1,927.17+$777.2KSBSA
9$1,262,258$393,698.90$39,403$2,041.08+$1.22MSBSA
10$1,922,770$572,154.00$44,787$2,152.59+$1.88MSBSA

SBSA vs JEPQ: Complete Analysis 2026

SBSAStock

SBSA is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SBSA shares.

Full SBSA 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 SBSA vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SBSA vs SCHDSBSA vs JEPISBSA vs OSBSA vs KOSBSA vs MAINSBSA vs XYLDSBSA vs QYLDSBSA 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.