HomeCompareSMFR vs JEPQ

SMFR vs JEPQ: Dividend Comparison 2026

SMFR yields 643.92% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SMFR wins by $457922.43M in total portfolio value
10 years
SMFR
SMFR
● Live price
643.92%
Share price
$0.31
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$457922.48M
Annual income
$350,764,431,454.41
Full SMFR 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 — SMFR vs JEPQ

📍 SMFR 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 PeriodSMFRJEPQ
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, SMFR + JEPQ cover 0 of 12 monthsgood coverage

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

SMFR
Annual income on $10K today (after 15% tax)
$54,732.78/yr
After 10yr DRIP, annual income (after tax)
$298,149,766,736.25/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, SMFR beats the other by $298,149,764,906.55/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMFR: 50%JEPQ: 50%
100% JEPQ50/50100% SMFR
Portfolio after 10yr
$228961.26M
Annual income
$175,382,216,803.49/yr
Blended yield
76.60%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SMFR right now

SMFR
Analyst Ratings
2
Buy
2
Hold
Consensus: Buy
Price Target
$2.33
+650.2% upside vs current
Range: $1.00 — $3.00
Altman Z
-1.9
Piotroski
5/9
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)

SMFR buys
0
JEPQ buys
0
No recent congressional trades found for SMFR or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMFRJEPQ
Forward yield643.92%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$457922.48M$44.8K
Annual income after 10y$350,764,431,454.41$2,152.59
Total dividends collected$449105.80M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSMFR PortfolioSMFR Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$75,092$64,391.50$11,930$1,110.39+$63.2KSMFR
2$532,241$451,892.93$14,133$1,224.34+$518.1KSMFR
3$3,562,928$2,993,430.52$16,632$1,340.46+$3.55MSMFR
4$22,540,026$18,727,693.09$19,454$1,457.97+$22.52MSMFR
5$134,843,380$110,725,551.39$22,626$1,576.08+$134.82MSMFR
6$763,351,740$619,069,323.81$26,175$1,694.09+$763.33MSMFR
7$4,092,082,536$3,275,296,174.56$30,133$1,811.32+$4092.05MSMFR
8$20,787,693,434$16,409,165,120.49$34,531$1,927.17+$20787.66MSMFR
9$100,147,705,392$77,904,873,416.94$39,403$2,041.08+$100147.67MSMFR
10$457,922,476,223$350,764,431,454.41$44,787$2,152.59+$457922.43MSMFR

SMFR vs JEPQ: Complete Analysis 2026

SMFRStock

Sema4 Holdings Corp., doing business as Sema4, operates as a health information company that enhances diagnosis, treatment, and prevention of disease through data. The company provides Centrellis, an AI-driven health intelligence platform that delivers comprehensive insights to biopharma to accelerate the drug discovery, development, and commercialization life-cycle, as well as analytics for actionable insights, pre-clinical and clinical trial support, and advanced sequencing services. It also offers Sema4 Signal that enables and advances precision oncology care, from prevention to treatment to remission; and testing for carrier screening, noninvasive prenatal testing, and newborn screening, as well as hereditary cancer testing. In addition, the company provides COVID-19 testing solutions. Sema4 Holdings Corp. was incorporated in 2020 and is headquartered in Stamford, Connecticut.

Full SMFR 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.