Is SMSZF or JEPQ a better dividend investment in 2026?

SMSZF currently yields 2.22% 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 SMSZF and JEPQ?

SMSZF has a forward dividend yield of 2.22% ($0.19/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 8.88 percentage points.

Home › Compare › SMSZF vs JEPQ

SMSZF vs JEPQ: Dividend Comparison 2026

SMSZF yields 2.22% · JEPQ yields 11.10%● Live data

vsPost on X →

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

🏆 SMSZF wins by $101.50M in total portfolio value· pulled ahead in Year 4

INVESTMENT

TIME HORIZON10 years

SMSZF

● Live price

2.22%

Share price

$8.56

Annual div

$0.19

5Y div CAGR

100%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$101.54M

Annual income

$93,456,956.78

Full SMSZF 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 — SMSZF vs JEPQ

📍 SMSZF pulled ahead of the other in Year 4

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	SMSZF	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%.

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Dividend Calendar Overlap

Combined, SMSZF + JEPQ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SMSZF pays

JEPQ pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SMSZF

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

$188.77/yr

After 10yr DRIP, annual income (after tax)

$79,438,413.26/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, SMSZF beats the other by $79,436,583.56/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 SMSZF + JEPQ for your $10,000?

SMSZF: 50%JEPQ: 50%

100% JEPQ50/50100% SMSZF

Portfolio after 10yr

$50.79M

Annual income

$46,729,554.68/yr

Blended yield

92.00%

📊

Analyst Conviction Gap

Where Wall Street is split right now

SMSZF

Analyst Ratings

Hold

Consensus: Hold

Altman Z

4.6

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.

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMSZF buys

JEPQ buys

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

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

MetricSMSZFJEPQ

Forward yield	2.22%	11.10% ✓
Annual dividend / share	$0.19	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	100% ✓	0%
Portfolio after 10y	$101.54M ✓	$44.8K
Annual income after 10y	$93,456,956.78 ✓	$2,152.59
Total dividends collected	$100.91M ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	SMSZF Portfolio	SMSZF Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1	$11,144	$444.16	$11,930	$1,110.39	$786.00 → JEPQ
2	$12,849	$925.19	$14,133	$1,224.34	$1.3K → JEPQ
3	$15,743	$1,993.95	$16,632	$1,340.46	$889.00 → JEPQ
4← crossover	$21,411	$4,566.26	$19,454	$1,457.97	+$2.0K → SMSZF
5	$34,518	$11,608.14	$22,626	$1,576.08	+$11.9K → SMSZF
6	$71,914	$34,979.65	$26,175	$1,694.09	+$45.7K → SMSZF
7	$213,164	$136,216.20	$30,133	$1,811.32	+$183.0K → SMSZF
8	$982,788	$754,702.80	$34,531	$1,927.17	+$948.3K → SMSZF
9	$7,555,398	$6,503,814.04	$39,403	$2,041.08	+$7.52M → SMSZF
10	$101,541,232	$93,456,956.78	$44,787	$2,152.59	+$101.50M → SMSZF

SMSZF vs JEPQ: Complete Analysis 2026

SMSZF — Stock

SMS Co., Ltd. provides information infrastructure for the nursing care, medical care, career, healthcare, and elderly care field business areas in Japan and internationally. It operates an online community site for professionals or families engaged in nursing care; a certification course information portal; and a housing information portal for seniors, as well as a home-delivered meal search site. The company also operates various sites that provide online community, mail order, and magazines/book services for nurses; services for pharmacists and pharmacies; hospital management and administrator services; and consulting services for national and local governments. In addition, it provides recruiting agent services, as well as recruiting ads services for professionals and operators in nursing and medical care fields. Further, the company offers medical-related services. SMS Co., Ltd. was incorporated in 2003 and is based in Tokyo, Japan.

Full SMSZF 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 →

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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.