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SDGA vs JEPQ: Dividend Comparison 2026

SDGA yields 8.88% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $8.8K in total portfolio value
10 years
SDGA
SDGA
● Live price
8.88%
Share price
$22.52
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.0K
Annual income
$1,555.21
Full SDGA 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 — SDGA 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 PeriodSDGAJEPQ
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, SDGA + JEPQ cover 0 of 12 monthsgood coverage

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

SDGA
Annual income on $10K today (after 15% tax)
$754.88/yr
After 10yr DRIP, annual income (after tax)
$1,321.93/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 $507.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SDGA: 50%JEPQ: 50%
100% JEPQ50/50100% SDGA
Portfolio after 10yr
$40.4K
Annual income
$1,853.89/yr
Blended yield
4.59%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SDGA buys
0
JEPQ buys
0
No recent congressional trades found for SDGA or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSDGAJEPQ
Forward yield8.88%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$36.0K$44.8K
Annual income after 10y$1,555.21$2,152.59
Total dividends collected$12.2K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSDGA PortfolioSDGA Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,588$888.10$11,930$1,110.39$342.00JEPQ
2$13,361$961.81$14,133$1,224.34$772.00JEPQ
3$15,333$1,036.42$16,632$1,340.46$1.3KJEPQ
4$17,518$1,111.56$19,454$1,457.97$1.9KJEPQ
5$19,931$1,186.87$22,626$1,576.08$2.7KJEPQ
6$22,588$1,262.02$26,175$1,694.09$3.6KJEPQ
7$25,506$1,336.70$30,133$1,811.32$4.6KJEPQ
8$28,702$1,410.63$34,531$1,927.17$5.8KJEPQ
9$32,194$1,483.54$39,403$2,041.08$7.2KJEPQ
10$36,003$1,555.21$44,787$2,152.59$8.8KJEPQ

SDGA vs JEPQ: Complete Analysis 2026

SDGAStock

The fund will, under normal circumstances, invest at least 80% of its total assets plus any borrowings for investment purposes in component securities of the underlying index. The underlying index is constructed using a rules based methodology to select companies with specific characteristics from the Morningstar Global Markets Large-Mid Index (parent index). The fund is non-diversified.

Full SDGA 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.