HomeCompareSMUPF vs JEPQ

SMUPF vs JEPQ: Dividend Comparison 2026

SMUPF yields 1.41% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $24.3K in total portfolio value
10 years
SMUPF
SMUPF
● Live price
1.41%
Share price
$13.00
Annual div
$0.18
5Y div CAGR
-20.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.5K
Annual income
$15.57
Full SMUPF 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 — SMUPF 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 PeriodSMUPFJEPQ
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, SMUPF + JEPQ cover 0 of 12 monthsgood coverage

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

SMUPF
Annual income on $10K today (after 15% tax)
$120.11/yr
After 10yr DRIP, annual income (after tax)
$13.23/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 $1,816.47/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMUPF: 50%JEPQ: 50%
100% JEPQ50/50100% SMUPF
Portfolio after 10yr
$32.6K
Annual income
$1,084.08/yr
Blended yield
3.32%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMUPF buys
0
JEPQ buys
0
No recent congressional trades found for SMUPF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMUPFJEPQ
Forward yield1.41%11.10%
Annual dividend / share$0.18$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-20.1%0%
Portfolio after 10y$20.5K$44.8K
Annual income after 10y$15.57$2,152.59
Total dividends collected$512.00$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSMUPF PortfolioSMUPF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,813$112.90$11,930$1,110.39$1.1KJEPQ
2$11,661$91.16$14,133$1,224.34$2.5KJEPQ
3$12,551$73.41$16,632$1,340.46$4.1KJEPQ
4$13,488$59.00$19,454$1,457.97$6.0KJEPQ
5$14,480$47.35$22,626$1,576.08$8.1KJEPQ
6$15,531$37.96$26,175$1,694.09$10.6KJEPQ
7$16,649$30.40$30,133$1,811.32$13.5KJEPQ
8$17,839$24.34$34,531$1,927.17$16.7KJEPQ
9$19,107$19.47$39,403$2,041.08$20.3KJEPQ
10$20,460$15.57$44,787$2,152.59$24.3KJEPQ

SMUPF vs JEPQ: Complete Analysis 2026

SMUPFStock

Sims Limited engages in buying, processing, and selling ferrous and non-ferrous recycled metals in Australia, Bangladesh, China, Turkey, the United States, and internationally. The company operates through six segments: North America Metals, Investment in SA Recycling, Australia/New Zealand Metals, UK Metals, Global Trading, and Sims Lifecycle Services. It is involved in the collection, processing, and trading of iron and steel secondary raw materials; and other metal alloys and residues, principally aluminum, lead, copper, zinc, and nickel bearing materials. The company also engages in the provision of environmentally responsible solutions for the disposal of post-consumer electronic products, such as information technology assets recycled for commercial customers; and environmentally responsible recycling of negative value materials, including electrical and electronic equipment. In addition, it provides secondary processing and other services comprising recycling of municipal curbside materials, stevedoring, and other sources of service. Sims Limited was founded in 1917 and is headquartered in Mascot, Australia.

Full SMUPF 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.