HomeCompareSMMCF vs JEPQ

SMMCF vs JEPQ: Dividend Comparison 2026

SMMCF yields 24.05% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SMMCF wins by $48.6K in total portfolio value
10 years
SMMCF
SMMCF
● Live price
24.05%
Share price
$17.27
Annual div
$4.15
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$93.3K
Annual income
$10,170.36
Full SMMCF 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 — SMMCF vs JEPQ

📍 SMMCF 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 PeriodSMMCFJEPQ
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, SMMCF + JEPQ cover 0 of 12 monthsgood coverage

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

SMMCF
Annual income on $10K today (after 15% tax)
$2,044.59/yr
After 10yr DRIP, annual income (after tax)
$8,644.81/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, SMMCF beats the other by $6,815.10/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 SMMCF + JEPQ for your $10,000?

SMMCF: 50%JEPQ: 50%
100% JEPQ50/50100% SMMCF
Portfolio after 10yr
$69.1K
Annual income
$6,161.47/yr
Blended yield
8.92%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMMCF buys
0
JEPQ buys
0
No recent congressional trades found for SMMCF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMMCFJEPQ
Forward yield24.05%11.10%
Annual dividend / share$4.15$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$93.3K$44.8K
Annual income after 10y$10,170.36$2,152.59
Total dividends collected$58.1K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSMMCF PortfolioSMMCF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$13,105$2,405.40$11,930$1,110.39+$1.2KSMMCF
2$16,969$2,946.15$14,133$1,224.34+$2.8KSMMCF
3$21,722$3,565.12$16,632$1,340.46+$5.1KSMMCF
4$27,508$4,265.15$19,454$1,457.97+$8.1KSMMCF
5$34,481$5,047.83$22,626$1,576.08+$11.9KSMMCF
6$42,808$5,913.54$26,175$1,694.09+$16.6KSMMCF
7$52,666$6,861.38$30,133$1,811.32+$22.5KSMMCF
8$64,242$7,889.19$34,531$1,927.17+$29.7KSMMCF
9$77,732$8,993.65$39,403$2,041.08+$38.3KSMMCF
10$93,344$10,170.36$44,787$2,152.59+$48.6KSMMCF

SMMCF vs JEPQ: Complete Analysis 2026

SMMCFStock

Summit Industrial Income REIT is an unincorporated open-end REIT focused on growing and managing a portfolio of light industrial and other properties across Canada. Summit II's units are listed on the TSX and trade under the symbol SMU.UN.

Full SMMCF 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.