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SMORF vs JEPQ: Dividend Comparison 2026

SMORF yields 3.57% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $19.6K in total portfolio value
10 years
SMORF
SMORF
● Live price
3.57%
Share price
$1.40
Annual div
$0.05
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.2K
Annual income
$449.34
Full SMORF 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 — SMORF 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 PeriodSMORFJEPQ
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, SMORF + JEPQ cover 0 of 12 monthsgood coverage

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

SMORF
Annual income on $10K today (after 15% tax)
$303.57/yr
After 10yr DRIP, annual income (after tax)
$381.94/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 $1,447.76/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMORF: 50%JEPQ: 50%
100% JEPQ50/50100% SMORF
Portfolio after 10yr
$35.0K
Annual income
$1,300.96/yr
Blended yield
3.72%
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Analyst Conviction Gap

Where Wall Street is most bullish on JEPQ right now

SMORF
Analyst Ratings
1
Hold
1
Sell
Consensus: Hold
Altman Z
7.0
Piotroski
6/9
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)

SMORF buys
0
JEPQ buys
0
No recent congressional trades found for SMORF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMORFJEPQ
Forward yield3.57%11.10%
Annual dividend / share$0.05$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.2K$44.8K
Annual income after 10y$449.34$2,152.59
Total dividends collected$4.1K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSMORF PortfolioSMORF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,057$357.14$11,930$1,110.39$873.00JEPQ
2$12,200$369.06$14,133$1,224.34$1.9KJEPQ
3$13,435$380.58$16,632$1,340.46$3.2KJEPQ
4$14,767$391.67$19,454$1,457.97$4.7KJEPQ
5$16,203$402.34$22,626$1,576.08$6.4KJEPQ
6$17,750$412.59$26,175$1,694.09$8.4KJEPQ
7$19,415$422.41$30,133$1,811.32$10.7KJEPQ
8$21,205$431.80$34,531$1,927.17$13.3KJEPQ
9$23,131$440.78$39,403$2,041.08$16.3KJEPQ
10$25,199$449.34$44,787$2,152.59$19.6KJEPQ

SMORF vs JEPQ: Complete Analysis 2026

SMORFStock

Smoore International Holdings Limited, an investment holding company, engages in the provision of vaping technology solutions. It researches, designs, and manufactures closed system vaping devices and vaping components for tobacco companies and independent vaping companies. The company also offers open system vaping devices for retail clients under the Vaporesso and FEELM brands. It serves in Hong Kong, the People's Republic of China, the United States, the United Kingdom, France, Japan, Switzerland, and internationally. The company was founded in 2009 and is headquartered in Shenzhen, China.

Full SMORF 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.