Is SOAC or JEPQ a better dividend investment in 2026?

SOAC currently yields 18.83% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: SOAC offers higher current income.

What is the dividend yield difference between SOAC and JEPQ?

SOAC has a forward dividend yield of 18.83% ($2.00/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 7.73 percentage points.

Home › Compare › SOAC vs JEPQ

SOAC vs JEPQ: Dividend Comparison 2026

SOAC yields 18.83% · JEPQ yields 11.10%● Live data

vsPost on X →

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

🏆 SOAC wins by $23.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SOAC

● Live price

18.83%

Share price

$10.62

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$68.0K

Annual income

$5,937.40

Full SOAC 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 — SOAC vs JEPQ

📍 SOAC pulled ahead of the other in Year 1

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	SOAC	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%.

📅

Dividend Calendar Overlap

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SOAC pays

JEPQ pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SOAC

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

$1,600.75/yr

After 10yr DRIP, annual income (after tax)

$5,046.79/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, SOAC beats the other by $3,217.09/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SOAC: 50%JEPQ: 50%

100% JEPQ50/50100% SOAC

Portfolio after 10yr

$56.4K

Annual income

$4,044.99/yr

Blended yield

7.18%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on SOAC right now

SOAC

Analyst Ratings

Buy

Consensus: Buy

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)

SOAC buys

JEPQ buys

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

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

MetricSOACJEPQ

Forward yield	18.83% ✓	11.10%
Annual dividend / share	$2.00	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$68.0K ✓	$44.8K
Annual income after 10y	$5,937.40 ✓	$2,152.59
Total dividends collected	$37.4K ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	SOAC Portfolio	SOAC Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$12,583	$1,883.24	$11,930	$1,110.39	+$653.00 → SOAC
2	$15,679	$2,214.70	$14,133	$1,224.34	+$1.5K → SOAC
3	$19,355	$2,578.99	$16,632	$1,340.46	+$2.7K → SOAC
4	$23,686	$2,975.45	$19,454	$1,457.97	+$4.2K → SOAC
5	$28,747	$3,402.94	$22,626	$1,576.08	+$6.1K → SOAC
6	$34,619	$3,859.86	$26,175	$1,694.09	+$8.4K → SOAC
7	$41,386	$4,344.23	$30,133	$1,811.32	+$11.3K → SOAC
8	$49,137	$4,853.72	$34,531	$1,927.17	+$14.6K → SOAC
9	$57,962	$5,385.71	$39,403	$2,041.08	+$18.6K → SOAC
10	$67,957	$5,937.40	$44,787	$2,152.59	+$23.2K → SOAC

SOAC vs JEPQ: Complete Analysis 2026

SOAC — Stock

Sustainable Opportunities Acquisition Corp. does not have significant operations. It focuses on effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with businesses or entities. The company was founded in 2019 and is based in Dallas, Texas.

Full SOAC 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 →

📬

Get this SOAC vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SOAC vs SCHD SOAC vs JEPI SOAC vs O SOAC vs KO SOAC vs MAIN SOAC vs XYLD SOAC vs QYLD SOAC vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.