HomeCompareSGPLF vs JEPQ

SGPLF vs JEPQ: Dividend Comparison 2026

SGPLF yields 100.00% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $2.5K in total portfolio value· pulled ahead in Year 10
10 years
SGPLF
SGPLF
● Live price
100.00%
Share price
$2.00
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$42.3K
Annual income
$20.99
Full SGPLF 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 — SGPLF vs JEPQ

📍 JEPQ pulled ahead of the other in Year 10

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 PeriodSGPLFJEPQ
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, SGPLF + JEPQ cover 0 of 12 monthsgood coverage

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

SGPLF
Annual income on $10K today (after 15% tax)
$8,500.00/yr
After 10yr DRIP, annual income (after tax)
$17.84/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 $1,811.86/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SGPLF: 50%JEPQ: 50%
100% JEPQ50/50100% SGPLF
Portfolio after 10yr
$43.5K
Annual income
$1,086.79/yr
Blended yield
2.50%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SGPLF buys
0
JEPQ buys
0
No recent congressional trades found for SGPLF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSGPLFJEPQ
Forward yield100.00%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$42.3K$44.8K
Annual income after 10y$20.99$2,152.59
Total dividends collected$13.4K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSGPLF PortfolioSGPLF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$15,700$5,000.00$11,930$1,110.39+$3.8KSGPLF
2$20,467$3,668.22$14,133$1,224.34+$6.3KSGPLF
3$24,135$2,234.61$16,632$1,340.46+$7.5KSGPLF
4$27,055$1,231.31$19,454$1,457.97+$7.6KSGPLF
5$29,594$645.01$22,626$1,576.08+$7.0KSGPLF
6$31,995$329.69$26,175$1,694.09+$5.8KSGPLF
7$34,402$166.56$30,133$1,811.32+$4.3KSGPLF
8$36,893$83.69$34,531$1,927.17+$2.4KSGPLF
9$39,518$41.94$39,403$2,041.08+$115.00SGPLF
10← crossover$42,305$20.99$44,787$2,152.59$2.5KJEPQ

SGPLF vs JEPQ: Complete Analysis 2026

SGPLFStock

Saga plc provides general insurance, package and cruise holidays, and personal finance products and services in the United Kingdom. The company operates in three segments: Insurance, Travel, and Other Businesses and Central Costs. It offers car, home, health, travel, landlord, boat, motorhome, caravan, pet, personal accident, breakdown cover, building, content, renter, holiday, and holiday home insurance. The company also operates and delivers package tours and cruise holiday products; and provides equity release and care funding advice, savings accounts, credit cards, and wealth management services, as well as shares ISA and share dealing services. In addition, it offers mailing house services; retirement benefit schemes; and publishes Saga Magazine, as well as repairs automotive vehicles. The company was formerly known as Saga Limited and changed its name to Saga plc in May 2014. The company was founded in 1950 and is headquartered in Folkestone, the United Kingdom.

Full SGPLF 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.