HomeCompareSIVBO vs JEPQ

SIVBO vs JEPQ: Dividend Comparison 2026

SIVBO yields 7.91% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $11.0K in total portfolio value
10 years
SIVBO
SIVBO
● Live price
7.91%
Share price
$25.30
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.8K
Annual income
$1,303.91
Full SIVBO 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 — SIVBO 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 PeriodSIVBOJEPQ
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, SIVBO + JEPQ cover 0 of 12 monthsgood coverage

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

SIVBO
Annual income on $10K today (after 15% tax)
$671.94/yr
After 10yr DRIP, annual income (after tax)
$1,108.32/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 $721.38/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SIVBO: 50%JEPQ: 50%
100% JEPQ50/50100% SIVBO
Portfolio after 10yr
$39.3K
Annual income
$1,728.25/yr
Blended yield
4.40%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SIVBO buys
0
JEPQ buys
0
No recent congressional trades found for SIVBO or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSIVBOJEPQ
Forward yield7.91%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$33.8K$44.8K
Annual income after 10y$1,303.91$2,152.59
Total dividends collected$10.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSIVBO PortfolioSIVBO Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,491$790.51$11,930$1,110.39$439.00JEPQ
2$13,144$848.92$14,133$1,224.34$989.00JEPQ
3$14,971$907.53$16,632$1,340.46$1.7KJEPQ
4$16,985$966.09$19,454$1,457.97$2.5KJEPQ
5$19,199$1,024.36$22,626$1,576.08$3.4KJEPQ
6$21,625$1,082.09$26,175$1,694.09$4.5KJEPQ
7$24,278$1,139.09$30,133$1,811.32$5.9KJEPQ
8$27,172$1,195.17$34,531$1,927.17$7.4KJEPQ
9$30,324$1,250.16$39,403$2,041.08$9.1KJEPQ
10$33,751$1,303.91$44,787$2,152.59$11.0KJEPQ

SIVBO vs JEPQ: Complete Analysis 2026

SIVBOStock

SIVBO is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SIVBO shares.

Full SIVBO 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.