Is SMIZF or JEPQ a better dividend investment in 2026?

SMIZF currently yields 1.58% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: JEPQ offers higher current income.

What is the dividend yield difference between SMIZF and JEPQ?

SMIZF has a forward dividend yield of 1.58% ($0.17/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 9.52 percentage points.

Home › Compare › SMIZF vs JEPQ

SMIZF vs JEPQ: Dividend Comparison 2026

SMIZF yields 1.58% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 SMIZF wins by $24.03M in total portfolio value· pulled ahead in Year 5

INVESTMENT

TIME HORIZON10 years

SMIZF

● Live price

1.58%

Share price

$10.65

Annual div

$0.17

5Y div CAGR

100%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.08M

Annual income

$21,466,823.73

Full SMIZF calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — SMIZF vs JEPQ

📍 SMIZF pulled ahead of the other in Year 5

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 Period	SMIZF	JEPQ
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, SMIZF + JEPQ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SMIZF pays

JEPQ pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SMIZF

Annual income on $10K today (after 15% tax)

$134.16/yr

After 10yr DRIP, annual income (after tax)

$18,246,800.17/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, SMIZF beats the other by $18,244,970.47/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SMIZF: 50%JEPQ: 50%

100% JEPQ50/50100% SMIZF

Portfolio after 10yr

$12.06M

Annual income

$10,734,488.15/yr

Blended yield

88.99%

📊

Analyst Conviction Gap

Where Wall Street is split right now

SMIZF

Analyst Ratings

Buy

Sell

Consensus: Buy

Altman Z

0.8

Piotroski

3/9

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)

SMIZF buys

JEPQ buys

No recent congressional trades found for SMIZF or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSMIZFJEPQ

Forward yield	1.58%	11.10% ✓
Annual dividend / share	$0.17	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	100% ✓	0%
Portfolio after 10y	$24.08M	$44.8K ✓
Annual income after 10y	$21,466,823.73 ✓	$2,152.59
Total dividends collected	$23.85M ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	SMIZF Portfolio	SMIZF Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1	$11,016	$315.68	$11,930	$1,110.39	$914.00 → JEPQ
2	$12,437	$649.99	$14,133	$1,224.34	$1.7K → JEPQ
3	$14,679	$1,371.66	$16,632	$1,340.46	$2.0K → JEPQ
4	$18,733	$3,026.10	$19,454	$1,457.97	$721.00 → JEPQ
5← crossover	$27,262	$7,218.25	$22,626	$1,576.08	+$4.6K → SMIZF
6	$48,806	$19,635.39	$26,175	$1,694.09	+$22.6K → SMIZF
7	$117,927	$65,704.92	$30,133	$1,811.32	+$87.8K → SMIZF
8	$422,929	$296,746.63	$34,531	$1,927.17	+$388.4K → SMIZF
9	$2,441,764	$1,989,230.42	$39,403	$2,041.08	+$2.40M → SMIZF
10	$24,079,511	$21,466,823.73	$44,787	$2,152.59	+$24.03M → SMIZF

SMIZF vs JEPQ: Complete Analysis 2026

SMIZF — Stock

Meliá Hotels International, S.A. owns, manages, operates, leases, and franchises hotels worldwide. The company operates approximately 380 hotels under the Gran Meliá Hotels & Resorts, Paradisus by Meliá, ME by Meliá, Meliá Hotels & Resorts, INNSIDE by Meliá, Sol by Meliá, TRYP by Wyndham, and Circle by Melia brand names, as well as Meliá PRO, a platform for B2B clients. It also operates Club Meliá vacation club; develops and operates real estate properties; and engages in the casinos and tour-operator activities. The company was formerly known as Sol Meliá, S.A. and changed its name to Meliá Hotels International, S.A. in June 2011. Meliá Hotels International, S.A. was founded in 1956 and is based in Palma de Mallorca, Spain.

Full SMIZF Calculator →

JEPQ — ETF

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 SMIZF vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SMIZF vs SCHD SMIZF vs JEPI SMIZF vs O SMIZF vs KO SMIZF vs MAIN SMIZF vs XYLD SMIZF vs QYLD SMIZF 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.