HomeCompareSOIEF vs JEPQ

SOIEF vs JEPQ: Dividend Comparison 2026

SOIEF yields 6.42% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SOIEF wins by $26435.09M in total portfolio value
10 years
SOIEF
SOIEF
● Live price
6.42%
Share price
$31.15
Annual div
$2.00
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26435.13M
Annual income
$25,667,162,797.18
Full SOIEF 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 — SOIEF vs JEPQ

📍 SOIEF 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 PeriodSOIEFJEPQ
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, SOIEF + JEPQ cover 0 of 12 monthsgood coverage

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

SOIEF
Annual income on $10K today (after 15% tax)
$545.75/yr
After 10yr DRIP, annual income (after tax)
$21,817,088,377.60/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, SOIEF beats the other by $21,817,086,547.90/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SOIEF: 50%JEPQ: 50%
100% JEPQ50/50100% SOIEF
Portfolio after 10yr
$13217.59M
Annual income
$12,833,582,474.88/yr
Blended yield
97.09%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOIEF buys
0
JEPQ buys
0
No recent congressional trades found for SOIEF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOIEFJEPQ
Forward yield6.42%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$26435.13M$44.8K
Annual income after 10y$25,667,162,797.18$2,152.59
Total dividends collected$26382.12M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSOIEF PortfolioSOIEF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,984$1,284.11$11,930$1,110.39+$54.00SOIEF
2$15,699$2,876.43$14,133$1,224.34+$1.6KSOIEF
3$23,842$7,043.33$16,632$1,340.46+$7.2KSOIEF
4$45,504$19,993.01$19,454$1,457.97+$26.1KSOIEF
5$120,012$71,323.57$22,626$1,576.08+$97.4KSOIEF
6$480,022$351,608.53$26,175$1,694.09+$453.8KSOIEF
7$3,142,319$2,628,695.49$30,133$1,811.32+$3.11MSOIEF
8$35,526,701$32,164,419.98$34,531$1,927.17+$35.49MSOIEF
9$717,728,122$679,714,551.64$39,403$2,041.08+$717.69MSOIEF
10$26,435,131,888$25,667,162,797.18$44,787$2,152.59+$26435.09MSOIEF

SOIEF vs JEPQ: Complete Analysis 2026

SOIEFStock

Stolt-Nielsen Limited provides transportation, storage, and distribution solutions for bulk liquid chemicals, edible oils, acids, petroleum products, and other specialty liquids worldwide. It operates through five segments: Tankers, Terminals, Tank Containers, Stolt Sea Farm, and Stolt-Nielsen Gas. The company also produces, processes, and markets seafood, including turbot, sturgeon, and sole; and transports, stores, and distributes chemicals, clean petroleum products, liquefied petroleum gases, vegetable oils, biofuels, and oleochemicals. It is also involved in the distribution of bitumen. In addition, it owns and operates liquid natural gas carriers. The company was founded in 1959 and is based in London, the United Kingdom. Stolt-Nielsen Limited is a subsidiary of Fiducia Ltd.

Full SOIEF 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.