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SBUG vs JEPQ: Dividend Comparison 2026

SBUG yields 6.05% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $15.0K in total portfolio value
10 years
SBUG
SBUG
● Live price
6.05%
Share price
$33.08
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.8K
Annual income
$888.97
Full SBUG 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 — SBUG 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 PeriodSBUGJEPQ
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, SBUG + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SBUG
Annual income on $10K today (after 15% tax)
$513.98/yr
After 10yr DRIP, annual income (after tax)
$755.62/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 $1,074.08/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SBUG: 50%JEPQ: 50%
100% JEPQ50/50100% SBUG
Portfolio after 10yr
$37.3K
Annual income
$1,520.77/yr
Blended yield
4.08%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SBUG buys
0
JEPQ buys
0
No recent congressional trades found for SBUG or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSBUGJEPQ
Forward yield6.05%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$29.8K$44.8K
Annual income after 10y$888.97$2,152.59
Total dividends collected$7.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSBUG PortfolioSBUG Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,305$604.69$11,930$1,110.39$625.00JEPQ
2$12,735$638.86$14,133$1,224.34$1.4KJEPQ
3$14,299$672.60$16,632$1,340.46$2.3KJEPQ
4$16,006$705.80$19,454$1,457.97$3.4KJEPQ
5$17,864$738.36$22,626$1,576.08$4.8KJEPQ
6$19,885$770.19$26,175$1,694.09$6.3KJEPQ
7$22,078$801.23$30,133$1,811.32$8.1KJEPQ
8$24,455$831.40$34,531$1,927.17$10.1KJEPQ
9$27,028$860.66$39,403$2,041.08$12.4KJEPQ
10$29,809$888.97$44,787$2,152.59$15.0KJEPQ

SBUG vs JEPQ: Complete Analysis 2026

SBUGStock

The index is calculated on a total return basis and is intended to reflect (1) the performance of a rolling position in specified silver futures contracts that will become the first liquid nearby futures contracts three months in the future in accordance with a specified schedule and (2) the return that corresponds to the weekly announced interest rate for specified 3-month U.S. Treasury bills. The ETNs are medium-term notes that are senior unsecured debt obligations of Barclays Bank PLC.

Full SBUG 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.