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SDTY vs JEPQ: Dividend Comparison 2026

SDTY yields 28.90% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SDTY wins by $79.4K in total portfolio value
10 years
SDTY
SDTY
● Live price
28.90%
Share price
$39.83
Annual div
$11.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$124.2K
Annual income
$15,906.54
Full SDTY 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 — SDTY vs JEPQ

📍 SDTY 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 PeriodSDTYJEPQ
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, SDTY + JEPQ cover 0 of 12 monthsgood coverage

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

SDTY
Annual income on $10K today (after 15% tax)
$2,456.34/yr
After 10yr DRIP, annual income (after tax)
$13,520.56/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, SDTY beats the other by $11,690.86/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SDTY: 50%JEPQ: 50%
100% JEPQ50/50100% SDTY
Portfolio after 10yr
$84.5K
Annual income
$9,029.56/yr
Blended yield
10.69%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SDTY buys
0
JEPQ buys
0
No recent congressional trades found for SDTY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSDTYJEPQ
Forward yield28.90%11.10%
Annual dividend / share$11.51$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$124.2K$44.8K
Annual income after 10y$15,906.54$2,152.59
Total dividends collected$83.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSDTY PortfolioSDTY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$13,590$2,889.81$11,930$1,110.39+$1.7KSDTY
2$18,211$3,670.27$14,133$1,224.34+$4.1KSDTY
3$24,083$4,596.67$16,632$1,340.46+$7.5KSDTY
4$31,450$5,681.00$19,454$1,457.97+$12.0KSDTY
5$40,585$6,933.45$22,626$1,576.08+$18.0KSDTY
6$51,787$8,362.01$26,175$1,694.09+$25.6KSDTY
7$65,385$9,972.20$30,133$1,811.32+$35.3KSDTY
8$81,729$11,766.82$34,531$1,927.17+$47.2KSDTY
9$101,195$13,745.88$39,403$2,041.08+$61.8KSDTY
10$124,186$15,906.54$44,787$2,152.59+$79.4KSDTY

SDTY vs JEPQ: Complete Analysis 2026

SDTYStock

The YieldMax S&P 500 0DTE Covered Call Strategy ETF (SDTY) is an actively managed exchange-traded fund that seeks to generate current income while also providing exposure to the price return of the S&P 500 Index. The fund seeks to generate income primarily by selling out-of-the-money, zero days to expiration (“0DTE”) call options on the S&P 500 Index (or related ETFs). The strategy is designed to capture option premiums on a frequent basis, with the goal of distributing income weekly.

Full SDTY 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.