HomeCompareSERKF vs JEPQ

SERKF vs JEPQ: Dividend Comparison 2026

SERKF yields 185.19% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SERKF wins by $76.96M in total portfolio value
10 years
SERKF
SERKF
● Live price
185.19%
Share price
$1.08
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$77.00M
Annual income
$37,339,999.80
Full SERKF 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 — SERKF vs JEPQ

📍 SERKF 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 PeriodSERKFJEPQ
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, SERKF + JEPQ cover 0 of 12 monthsgood coverage

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

SERKF
Annual income on $10K today (after 15% tax)
$15,740.74/yr
After 10yr DRIP, annual income (after tax)
$31,738,999.83/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, SERKF beats the other by $31,737,170.13/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SERKF: 50%JEPQ: 50%
100% JEPQ50/50100% SERKF
Portfolio after 10yr
$38.52M
Annual income
$18,671,076.19/yr
Blended yield
48.47%
📊

Analyst Conviction Gap

Where Wall Street is split right now

SERKF
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
4.0
Piotroski
4/9
JEPQ
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SERKF buys
0
JEPQ buys
0
No recent congressional trades found for SERKF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSERKFJEPQ
Forward yield185.19%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$77.00M$44.8K
Annual income after 10y$37,339,999.80$2,152.59
Total dividends collected$72.25M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSERKF PortfolioSERKF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$29,219$18,518.52$11,930$1,110.39+$17.3KSERKF
2$81,832$50,568.57$14,133$1,224.34+$67.7KSERKF
3$219,923$132,362.17$16,632$1,340.46+$203.3KSERKF
4$567,767$332,449.13$19,454$1,457.97+$548.3KSERKF
5$1,409,633$802,122.93$22,626$1,576.08+$1.39MSERKF
6$3,369,509$1,861,201.75$26,175$1,694.09+$3.34MSERKF
7$7,763,238$4,157,863.45$30,133$1,811.32+$7.73MSERKF
8$17,259,544$8,952,878.98$34,531$1,927.17+$17.23MSERKF
9$37,069,956$18,602,243.94$39,403$2,041.08+$37.03MSERKF
10$77,004,853$37,339,999.80$44,787$2,152.59+$76.96MSERKF

SERKF vs JEPQ: Complete Analysis 2026

SERKFStock

Serko Limited, a Software-as-a-Service technology business, provides online travel booking software solutions and expense management in New Zealand, Australia, North America, Europe, and internationally. The company offers Zeno Travel, an online booking tool that corporate travelers use to book flights, trains, hotels, rental cars, and airport transfers in line with their corporate travel policies; and Zeno Expense, which automates the process of corporate card and out-of-pocket expense submission, reconciliation, and reimbursement. It also provides Serko mobile, a mobile app for iPhones and android devices that gives users access to information and travel booking functionality on their mobile devices. Serko Limited was founded in 1994 and is headquartered in Auckland, New Zealand.

Full SERKF 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.