HomeCompareSCHA vs JEPQ

SCHA vs JEPQ: Dividend Comparison 2026

SCHA yields 1.17% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $24.4K in total portfolio value
10 years
SCHA
SCHA
● Live price
1.17%
Share price
$29.05
Annual div
$0.34
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$126.51
Full SCHA calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — SCHA vs JEPQ

📍 JEPQ 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 PeriodSCHAJEPQ
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, SCHA + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SCHA
Annual income on $10K today (after 15% tax)
$99.66/yr
After 10yr DRIP, annual income (after tax)
$107.53/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, JEPQ beats the other by $1,821.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SCHA: 50%JEPQ: 50%
100% JEPQ50/50100% SCHA
Portfolio after 10yr
$33.6K
Annual income
$1,197.85/yr
Blended yield
3.57%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SCHA buys
0
JEPQ buys
0
No recent congressional trades found for SCHA or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSCHAJEPQ
Forward yield1.17%11.47%
Annual dividend / share$0.34$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.4K$45.8K
Annual income after 10y$126.51$2,269.18
Total dividends collected$1.2K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSCHA PortfolioSCHA Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,817$117.25$11,967$1,146.53$1.1KJEPQ
2$11,693$118.53$14,216$1,268.02$2.5KJEPQ
3$12,631$119.74$16,774$1,392.20$4.1KJEPQ
4$13,636$120.89$19,667$1,518.21$6.0KJEPQ
5$14,713$121.97$22,925$1,645.21$8.2KJEPQ
6$15,866$122.99$26,578$1,772.40$10.7KJEPQ
7$17,100$123.95$30,656$1,899.04$13.6KJEPQ
8$18,422$124.86$35,194$2,024.45$16.8KJEPQ
9$19,837$125.71$40,228$2,148.01$20.4KJEPQ
10$21,353$126.51$45,796$2,269.18$24.4KJEPQ

SCHA vs JEPQ: Complete Analysis 2026

SCHAStock

The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index.

Full SCHA 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 SCHA vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SCHA vs SCHDSCHA vs JEPISCHA vs OSCHA vs KOSCHA vs MAINSCHA vs XYLDSCHA vs QYLDSCHA 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.