HomeCompareSNMSF vs JEPQ

SNMSF vs JEPQ: Dividend Comparison 2026

SNMSF yields 2.74% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $21.0K in total portfolio value
10 years
SNMSF
SNMSF
● Live price
2.74%
Share price
$12.67
Annual div
$0.35
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.8K
Annual income
$327.01
Full SNMSF 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 — SNMSF 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 PeriodSNMSFJEPQ
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, SNMSF + JEPQ cover 0 of 12 monthsgood coverage

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

SNMSF
Annual income on $10K today (after 15% tax)
$232.93/yr
After 10yr DRIP, annual income (after tax)
$277.96/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 $1,551.74/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SNMSF: 50%JEPQ: 50%
100% JEPQ50/50100% SNMSF
Portfolio after 10yr
$34.3K
Annual income
$1,239.79/yr
Blended yield
3.62%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SNMSF right now

SNMSF
Analyst Ratings
2
Buy
1
Hold
Consensus: Buy
Altman Z
2.0
Piotroski
3/9
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)

SNMSF buys
0
JEPQ buys
0
No recent congressional trades found for SNMSF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSNMSFJEPQ
Forward yield2.74%11.10%
Annual dividend / share$0.35$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.8K$44.8K
Annual income after 10y$327.01$2,152.59
Total dividends collected$3.0K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSNMSF PortfolioSNMSF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,974$274.03$11,930$1,110.39$956.00JEPQ
2$12,023$281.05$14,133$1,224.34$2.1KJEPQ
3$13,153$287.78$16,632$1,340.46$3.5KJEPQ
4$14,368$294.22$19,454$1,457.97$5.1KJEPQ
5$15,674$300.37$22,626$1,576.08$7.0KJEPQ
6$17,077$306.24$26,175$1,694.09$9.1KJEPQ
7$18,584$311.83$30,133$1,811.32$11.5KJEPQ
8$20,202$317.15$34,531$1,927.17$14.3KJEPQ
9$21,939$322.21$39,403$2,041.08$17.5KJEPQ
10$23,801$327.01$44,787$2,152.59$21.0KJEPQ

SNMSF vs JEPQ: Complete Analysis 2026

SNMSFStock

Spin Master Corp., a children's entertainment company, creates, designs, manufactures, licenses, and markets various toys, entertainment franchises, and digital games in North America, Europe, and internationally. Its product categories include activities, games and puzzles, and plush; preschool, dolls, and interactive; wheels and action; and outdoor. The company offers its products under the PAW Patrol, Bakugan, Kinetic Sand, Air Hogs, Hatchimals, Rubik's Cube, GUND, Toca Boca, Sago Mini, Etch A Sketch, Meccano, and Orbeez brands. It also produced television, video-on-demand, subscription video-on-demand, and movies. The company was founded in 1994 and is headquartered in Toronto, Canada.

Full SNMSF 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.