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SMNEY vs JEPQ: Dividend Comparison 2026

SMNEY yields 0.42% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $25.0K in total portfolio value
10 years
SMNEY
SMNEY
● Live price
0.42%
Share price
$193.96
Annual div
$0.82
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.7K
Annual income
$0.04
Full SMNEY 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 — SMNEY vs JEPQ

📍 JEPQ 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 PeriodSMNEYJEPQ
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, SMNEY + JEPQ cover 0 of 12 monthsgood coverage

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

SMNEY
Annual income on $10K today (after 15% tax)
$35.94/yr
After 10yr DRIP, annual income (after tax)
$0.03/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, JEPQ beats the other by $1,829.67/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 SMNEY + JEPQ for your $10,000?

SMNEY: 50%JEPQ: 50%
100% JEPQ50/50100% SMNEY
Portfolio after 10yr
$32.3K
Annual income
$1,076.31/yr
Blended yield
3.34%
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Analyst Conviction Gap

Where Wall Street is most bullish on SMNEY right now

SMNEY
Analyst Ratings
3
Buy
3
Hold
Consensus: Buy
Altman Z
2.5
Piotroski
8/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMNEY buys
1
JEPQ buys
0
PoliticianChamberTickerTypeAmountDate
Gilbert Cisneros🏢 House$SMNEY▲ Buy$1,001 - $15,0002025-07-03
Daniel Goldman🏢 House$SMNEY▼ Sell$1,001 - $15,0002023-07-10
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMNEYJEPQ
Forward yield0.42%11.10%
Annual dividend / share$0.82$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$19.7K$44.8K
Annual income after 10y$0.04$2,152.59
Total dividends collected$42.00$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSMNEY PortfolioSMNEY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,721$21.14$11,930$1,110.39$1.2KJEPQ
2$11,482$10.59$14,133$1,224.34$2.7KJEPQ
3$12,291$5.30$16,632$1,340.46$4.3KJEPQ
4$13,154$2.65$19,454$1,457.97$6.3KJEPQ
5$14,076$1.33$22,626$1,576.08$8.6KJEPQ
6$15,062$0.66$26,175$1,694.09$11.1KJEPQ
7$16,117$0.33$30,133$1,811.32$14.0KJEPQ
8$17,246$0.17$34,531$1,927.17$17.3KJEPQ
9$18,453$0.08$39,403$2,041.08$20.9KJEPQ
10$19,745$0.04$44,787$2,152.59$25.0KJEPQ

SMNEY vs JEPQ: Complete Analysis 2026

SMNEYStock

Siemens Energy AG operates as an energy technology company worldwide. It operates in two segments, Gas and Power; and Siemens Gamesa Renewable Energy. The company provides gas and steam turbines, generators, gas engines, instrumentation and controls, and electrical systems, as well as performance enhancement, maintenance, customer training, and professional consulting services for central and distributed power generation; and transformers, air and gas-insulated switchgears, AC transmission systems, offshore windfarm grid connections, high voltage direct current transmission systems, high voltage substations, digital solutions and components, and other products. It also offers rotating equipment that includes industrial and aero-derivative gas turbines, turbo- and reciprocating compressors, power generation products, and compression trains and modules, as well as solutions in the fields of electrification, automation and digitization, plant safety, plant security, and water treatment. In addition, the company develops technologies in the fields of decarbonized energy and storage systems. Further, it offers onshore wind turbine design, engineering, manufacturing, and installation solutions for onshore markets; offshore wind turbine equipment design, manufacturing, and installation solutions; and operation and maintenance services for wind farms. The company serves utilities, independent power producers, project developers, oil and gas, transmission and distribution system operators, and industrial and infrastructure customers. Siemens Energy AG was founded in 1866 and is based in Munich, Germany.

Full SMNEY 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.