HomeCompareSOMLY vs JEPQ

SOMLY vs JEPQ: Dividend Comparison 2026

SOMLY yields 1.50% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SOMLY wins by $19.43M in total portfolio value· pulled ahead in Year 5
10 years
SOMLY
SOMLY
● Live price
1.50%
Share price
$9.53
Annual div
$0.14
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.47M
Annual income
$17,254,218.20
Full SOMLY 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 — SOMLY vs JEPQ

📍 SOMLY pulled ahead of the other in Year 5

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 PeriodSOMLYJEPQ
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, SOMLY + JEPQ cover 0 of 12 monthsgood coverage

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

SOMLY
Annual income on $10K today (after 15% tax)
$127.10/yr
After 10yr DRIP, annual income (after tax)
$14,666,085.47/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, SOMLY beats the other by $14,664,255.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SOMLY: 50%JEPQ: 50%
100% JEPQ50/50100% SOMLY
Portfolio after 10yr
$9.76M
Annual income
$8,628,185.39/yr
Blended yield
88.42%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOMLY buys
0
JEPQ buys
0
No recent congressional trades found for SOMLY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOMLYJEPQ
Forward yield1.50%11.10%
Annual dividend / share$0.14$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$19.47M$44.8K
Annual income after 10y$17,254,218.20$2,152.59
Total dividends collected$19.27M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSOMLY PortfolioSOMLY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$10,999$299.07$11,930$1,110.39$931.00JEPQ
2$12,384$614.85$14,133$1,224.34$1.7KJEPQ
3$14,545$1,293.94$16,632$1,340.46$2.1KJEPQ
4$18,403$2,840.59$19,454$1,457.97$1.1KJEPQ
5← crossover$26,410$6,718.14$22,626$1,576.08+$3.8KSOMLY
6$46,279$18,020.31$26,175$1,694.09+$20.1KSOMLY
7$108,542$59,023.61$30,133$1,811.32+$78.4KSOMLY
8$374,894$258,754.34$34,531$1,927.17+$340.4KSOMLY
9$2,071,632$1,670,494.99$39,403$2,041.08+$2.03MSOMLY
10$19,470,864$17,254,218.20$44,787$2,152.59+$19.43MSOMLY

SOMLY vs JEPQ: Complete Analysis 2026

SOMLYStock

Secom Co., Ltd. provides security services in Japan and internationally. The company's Security Services segment provides online security systems, static guard services, and armored car services. Its Fire Protection Services segment provides automatic fire alarm systems, fire extinguishing systems, other fire protection systems, and related maintenance services to office buildings, plants, tunnels, cultural properties, ships, and residences. The company's Medical Services segment offers home nursing, pharmaceutical dispensing, and other personal care services; support for affiliated medical institutions; operates the general hospital, pharmacies, and residences for seniors; provides electronic medical report systems; health and preventative care services; and sells medical equipment and pharmaceuticals. Its Insurance Services Segment provides fire insurance, automobile insurance, and cancer treatment insurance services. The company's Geospatial Information Services segment provides geospatial information services to public-sector entities, including national and local governments; private sector customers; and overseas government agencies. Its BPO and ICT Services segment offers data center services, disaster preparedness services, BCP and telework support services, information security services, cloud-based services, and business process outsourcing services. The Real Estate and Other Services segment provides real estate leasing, construction, installation, and home services. It also offers building management, real estate management, electrical engineering, general office, credit, clerical, and software development services; sells security and water-treatment equipment; operates PFI correctional facilities, and restaurants and shops at medical facilities; and provides lifestyle support and car maintenance services, as well as manufactures, sells, and maintains freight elevators. The company was incorporated in 1962 and is headquartered in Tokyo, Japan.

Full SOMLY 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.