HomeCompareSOMMF vs JEPQ

SOMMF vs JEPQ: Dividend Comparison 2026

SOMMF yields 2.27% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $24.7K in total portfolio value
10 years
SOMMF
SOMMF
● Live price
2.27%
Share price
$3.42
Annual div
$0.08
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.1K
Annual income
$0.23
Full SOMMF 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 — SOMMF 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 PeriodSOMMFJEPQ
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, SOMMF + JEPQ cover 0 of 12 monthsgood coverage

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

SOMMF
Annual income on $10K today (after 15% tax)
$192.97/yr
After 10yr DRIP, annual income (after tax)
$0.20/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 $1,829.51/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

SOMMF: 50%JEPQ: 50%
100% JEPQ50/50100% SOMMF
Portfolio after 10yr
$32.4K
Annual income
$1,076.40/yr
Blended yield
3.32%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOMMF buys
0
JEPQ buys
0
No recent congressional trades found for SOMMF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOMMFJEPQ
Forward yield2.27%11.10%
Annual dividend / share$0.08$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$20.1K$44.8K
Annual income after 10y$0.23$2,152.59
Total dividends collected$228.00$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSOMMF PortfolioSOMMF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,814$113.51$11,930$1,110.39$1.1KJEPQ
2$11,628$57.36$14,133$1,224.34$2.5KJEPQ
3$12,471$28.82$16,632$1,340.46$4.2KJEPQ
4$13,358$14.44$19,454$1,457.97$6.1KJEPQ
5$14,300$7.23$22,626$1,576.08$8.3KJEPQ
6$15,305$3.62$26,175$1,694.09$10.9KJEPQ
7$16,378$1.81$30,133$1,811.32$13.8KJEPQ
8$17,525$0.90$34,531$1,927.17$17.0KJEPQ
9$18,753$0.45$39,403$2,041.08$20.6KJEPQ
10$20,066$0.23$44,787$2,152.59$24.7KJEPQ

SOMMF vs JEPQ: Complete Analysis 2026

SOMMFStock

Sumitomo Chemical Company, Limited engages in Chemicals & Plastics, energy and functional materials, IT-related chemicals, health and crop sciences, pharmaceuticals, and other businesses worldwide. Its Essential Chemicals & Plastics segment offers synthetic resins, such as polyethylene, polypropylene, and polymethyl methacrylate resins; raw materials for synthetic fibers; and various industrial chemicals. The company's Energy & Functional Materials segment provides alumina and aluminum products used for energy products; resorcinol for tires, wood adhesives, flame retardants, and ultraviolet ray absorbants; polymer additives and rubber chemicals; synthetic rubber for tires, shoes, construction materials, and other applications; and engineering plastics and lithium-ion secondary battery materials for use in electronic components and next-generation vehicles. Its IT-Related Chemicals segment provides polarizing films, touch screen sensor panels, and color resists and polymer OLED for LC and OLED displays; photoresists and high-purity chemicals for the semiconductor manufacturing process; and compound semiconductor materials for antenna switches and other components of communication terminal equipment. The company's Health & Crop Sciences segment offers crop protection chemicals, fertilizers, feed additives, and household insecticides; active pharmaceutical ingredients and intermediates; and products to control infectious diseases. Its Pharmaceuticals segment provides prescription and diagnostic pharmaceuticals. The company's Others segment supplies electric power and steam; designs, constructs, and supervises chemical plants; provides transportation and warehousing services; and conducts physical property and environmental analysis. Sumitomo Chemical Company, Limited was founded in 1913 and is headquartered in Tokyo, Japan.

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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.