HomeCompareSGSOY vs JEPQ

SGSOY vs JEPQ: Dividend Comparison 2026

SGSOY yields 3.65% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $24.5K in total portfolio value
10 years
SGSOY
SGSOY
● Live price
3.65%
Share price
$10.57
Annual div
$0.39
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.3K
Annual income
$0.37
Full SGSOY 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 — SGSOY 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 PeriodSGSOYJEPQ
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, SGSOY + JEPQ cover 0 of 12 monthsgood coverage

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

SGSOY
Annual income on $10K today (after 15% tax)
$310.19/yr
After 10yr DRIP, annual income (after tax)
$0.31/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 $1,829.39/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SGSOY: 50%JEPQ: 50%
100% JEPQ50/50100% SGSOY
Portfolio after 10yr
$32.5K
Annual income
$1,076.47/yr
Blended yield
3.31%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SGSOY right now

SGSOY
Analyst Ratings
2
Buy
Consensus: Buy
Altman Z
4.7
Piotroski
6/9
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)

SGSOY buys
0
JEPQ buys
0
No recent congressional trades found for SGSOY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSGSOYJEPQ
Forward yield3.65%11.10%
Annual dividend / share$0.39$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$20.3K$44.8K
Annual income after 10y$0.37$2,152.59
Total dividends collected$369.00$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSGSOY PortfolioSGSOY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,882$182.46$11,930$1,110.39$1.0KJEPQ
2$11,737$92.79$14,133$1,224.34$2.4KJEPQ
3$12,605$46.76$16,632$1,340.46$4.0KJEPQ
4$13,511$23.47$19,454$1,457.97$5.9KJEPQ
5$14,469$11.75$22,626$1,576.08$8.2KJEPQ
6$15,487$5.88$26,175$1,694.09$10.7KJEPQ
7$16,575$2.94$30,133$1,811.32$13.6KJEPQ
8$17,736$1.47$34,531$1,927.17$16.8KJEPQ
9$18,978$0.74$39,403$2,041.08$20.4KJEPQ
10$20,307$0.37$44,787$2,152.59$24.5KJEPQ

SGSOY vs JEPQ: Complete Analysis 2026

SGSOYStock

SGS SA provides inspection, verification, testing, certification, and quality assurance services in Europe, Africa, the Middle East, the Americas, and the Asia Pacific. It operates in five segments: Connectivity & Products, Health & Nutrition, Industries & Environment, Natural Resources and Knowledge. The company provides laboratory testing, product inspection and consulting, process assessment, technical and transactional assistance; digital solutions, which include cybersecurity, the internet of things, digital platform, and mobile application services. In addition, it offers a range of testing, inspection and certification solutions for the crop science, food, health science, and cosmetics and hygiene industries; field services, technical assessment and advisory services; and services related to industrial, public health and safety, environmental testing, and public mandates. Further, it provides certification, training, supply chain assurance, technical consulting, and ESG assurance services; and laboratory outsourcing, commodities logistics, geochemistry, metallurgy, sustainability, and market intelligence solutions. The company serves the agriculture and food, chemical, construction, consumer and retail, energy, industrial manufacturing, life sciences, mining, oil and gas, public, and transportation sectors. SGS SA was founded in 1878 and is headquartered in Geneva, Switzerland.

Full SGSOY 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.