HomeCompareSIMTF vs JEPQ

SIMTF vs JEPQ: Dividend Comparison 2026

SIMTF yields 1.73% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $23.6K in total portfolio value
10 years
SIMTF
SIMTF
● Live price
1.73%
Share price
$0.04
Annual div
$0.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.2K
Annual income
$192.96
Full SIMTF calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — SIMTF vs JEPQ

📍 JEPQ pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSIMTFJEPQ
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%.
📅

Dividend Calendar Overlap

Combined, SIMTF + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SIMTF pays
JEPQ pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SIMTF
Annual income on $10K today (after 15% tax)
$146.68/yr
After 10yr DRIP, annual income (after tax)
$164.02/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, JEPQ beats the other by $1,764.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SIMTF: 50%JEPQ: 50%
100% JEPQ50/50100% SIMTF
Portfolio after 10yr
$34.0K
Annual income
$1,231.07/yr
Blended yield
3.62%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SIMTF buys
0
JEPQ buys
0
No recent congressional trades found for SIMTF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSIMTFJEPQ
Forward yield1.73%11.47%
Annual dividend / share$0.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.2K$45.8K
Annual income after 10y$192.96$2,269.18
Total dividends collected$1.8K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSIMTF PortfolioSIMTF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,873$172.57$11,967$1,146.53$1.1KJEPQ
2$11,809$175.35$14,216$1,268.02$2.4KJEPQ
3$12,814$177.99$16,774$1,392.20$4.0KJEPQ
4$13,891$180.50$19,667$1,518.21$5.8KJEPQ
5$15,046$182.88$22,925$1,645.21$7.9KJEPQ
6$16,285$185.13$26,578$1,772.40$10.3KJEPQ
7$17,612$187.26$30,656$1,899.04$13.0KJEPQ
8$19,034$189.27$35,194$2,024.45$16.2KJEPQ
9$20,558$191.17$40,228$2,148.01$19.7KJEPQ
10$22,190$192.96$45,796$2,269.18$23.6KJEPQ

SIMTF vs JEPQ: Complete Analysis 2026

SIMTFStock

SIM Technology Group Limited, an investment holding company, primarily designs, develops, manufactures, and sells handsets and Internet of Things (IOT) terminals in the People's Republic of China, Europe, the United States, and other Asian countries. It operates through Handsets and IOT Terminals Business, Electronics Manufacturing Services Business, and Property Management segments. The company also offers electronic manufacturing services, as well as logistics, procurement agency, administrative, and finance leasing services. In addition, it engages in the sale of goods to vending machine customers; building design and construction of smart homes; trading of snacks; development of automated test equipment; and holding of land use rights. Further, the company develops, rents, and manages properties. SIM Technology Group Limited was founded in 1986 and is headquartered in Shanghai, the People's Republic of China.

Full SIMTF 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 →
📬

Get this SIMTF vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SIMTF vs SCHDSIMTF vs JEPISIMTF vs OSIMTF vs KOSIMTF vs MAINSIMTF vs XYLDSIMTF vs QYLDSIMTF vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.