HomeCompareSMIHU vs JEPQ

SMIHU vs JEPQ: Dividend Comparison 2026

SMIHU yields 16.46% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SMIHU wins by $13.8K in total portfolio value
10 years
SMIHU
SMIHU
● Live price
16.46%
Share price
$12.15
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$58.6K
Annual income
$4,527.13
Full SMIHU 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 — SMIHU vs JEPQ

📍 SMIHU 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 PeriodSMIHUJEPQ
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, SMIHU + JEPQ cover 0 of 12 monthsgood coverage

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

SMIHU
Annual income on $10K today (after 15% tax)
$1,399.18/yr
After 10yr DRIP, annual income (after tax)
$3,848.06/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, SMIHU beats the other by $2,018.36/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

SMIHU: 50%JEPQ: 50%
100% JEPQ50/50100% SMIHU
Portfolio after 10yr
$51.7K
Annual income
$3,339.86/yr
Blended yield
6.46%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMIHU buys
0
JEPQ buys
0
No recent congressional trades found for SMIHU or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMIHUJEPQ
Forward yield16.46%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$58.6K$44.8K
Annual income after 10y$4,527.13$2,152.59
Total dividends collected$30.0K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSMIHU PortfolioSMIHU Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,346$1,646.09$11,930$1,110.39+$416.00SMIHU
2$15,110$1,899.33$14,133$1,224.34+$977.00SMIHU
3$18,340$2,172.40$16,632$1,340.46+$1.7KSMIHU
4$22,088$2,464.31$19,454$1,457.97+$2.6KSMIHU
5$26,408$2,773.78$22,626$1,576.08+$3.8KSMIHU
6$31,356$3,099.32$26,175$1,694.09+$5.2KSMIHU
7$36,990$3,439.27$30,133$1,811.32+$6.9KSMIHU
8$43,371$3,791.83$34,531$1,927.17+$8.8KSMIHU
9$50,562$4,155.10$39,403$2,041.08+$11.2KSMIHU
10$58,628$4,527.13$44,787$2,152.59+$13.8KSMIHU

SMIHU vs JEPQ: Complete Analysis 2026

SMIHUStock

Summit Healthcare Acquisition Corp. does not have significant operations. It intends to effect a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses or entities. The company was incorporated in 2020 and is based in Central, Hong Kong.

Full SMIHU 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.