HomeCompareSMFTF vs JEPQ

SMFTF vs JEPQ: Dividend Comparison 2026

SMFTF yields 3.13% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SMFTF wins by $1.93M in total portfolio value· pulled ahead in Year 4
10 years
SMFTF
SMFTF
● Live price
3.13%
Share price
$49.11
Annual div
$1.54
5Y div CAGR
67%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1.98M
Annual income
$1,441,746.51
Full SMFTF 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 — SMFTF vs JEPQ

📍 SMFTF pulled ahead of the other in Year 4

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 PeriodSMFTFJEPQ
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, SMFTF + JEPQ cover 0 of 12 monthsgood coverage

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

SMFTF
Annual income on $10K today (after 15% tax)
$265.85/yr
After 10yr DRIP, annual income (after tax)
$1,225,484.53/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, SMFTF beats the other by $1,223,654.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMFTF: 50%JEPQ: 50%
100% JEPQ50/50100% SMFTF
Portfolio after 10yr
$1.01M
Annual income
$721,949.55/yr
Blended yield
71.34%
📊

Analyst Conviction Gap

Where Wall Street is split right now

SMFTF
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
1.7
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)

SMFTF buys
0
JEPQ buys
0
No recent congressional trades found for SMFTF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMFTFJEPQ
Forward yield3.13%11.10%
Annual dividend / share$1.54$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR67%0%
Portfolio after 10y$1.98M$44.8K
Annual income after 10y$1,441,746.51$2,152.59
Total dividends collected$1.91M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSMFTF PortfolioSMFTF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,222$522.32$11,930$1,110.39$708.00JEPQ
2$12,923$914.86$14,133$1,224.34$1.2KJEPQ
3$15,472$1,644.21$16,632$1,340.46$1.2KJEPQ
4← crossover$19,627$3,072.34$19,454$1,457.97+$173.00SMFTF
5$27,084$6,083.03$22,626$1,576.08+$4.5KSMFTF
6$42,081$13,101.20$26,175$1,694.09+$15.9KSMFTF
7$76,797$31,770.10$30,133$1,811.32+$46.7KSMFTF
8$172,664$90,491.71$34,531$1,927.17+$138.1KSMFTF
9$502,293$317,542.15$39,403$2,041.08+$462.9KSMFTF
10$1,979,200$1,441,746.51$44,787$2,152.59+$1.93MSMFTF

SMFTF vs JEPQ: Complete Analysis 2026

SMFTFStock

Smurfit Kappa Group plc, together with its subsidiaries, manufactures, distributes, and sells paper-based packaging products. It operates through two segments, Europe and the Americas. The company offers consumer, retail, industrial, e-commerce, heavy-duty corrugated, and hexacomb packaging products; composite cardboard tubes, bags, and sacks; and bag-in-box, a single-use packaging system that comprises films, accessories, bags, taps, and boxes. It also provides point of sale displays; automated packing lines; various types of containerboards, such as Kraftliners, testliners, and containerboard flutings; and corrugated sheet boards, solid board sheets, folding carton sheet boards, sack Kraft papers, MG Kraft papers, preprint products, agro-papers, technical papers, BanaBag, and Catcher Board MB12.In addition, the company offers recycling solutions to cardboard and paper products. It primarily serves food, beverage, and household consumables sectors. Smurfit Kappa Group plc was founded in 1934 and is headquartered in Dublin, Ireland.

Full SMFTF 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.