Is SORT or JEPQ a better dividend investment in 2026?

SORT currently yields 215.05% with a 5% 5-year dividend growth rate. JEPQ yields 11.47% with 5% growth. The better choice depends on your goal: SORT offers higher current income.

What is the dividend yield difference between SORT and JEPQ?

SORT has a forward dividend yield of 215.05% ($2.00/share annually). JEPQ yields 11.47% ($6.16/share annually). The yield gap is 203.58 percentage points.

Home › Compare › SORT vs JEPQ

SORT vs JEPQ: Dividend Comparison 2026

SORT yields 215.05% · JEPQ yields 11.47%● Live data

vsPost on X →

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

🏆 SORT wins by $182.79M in total portfolio value

INVESTMENT

TIME HORIZON10 years

SORT

● Live price

215.05%

Share price

$0.93

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$182.84M

Annual income

$95,489,191.70

Full SORT calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.47%

Share price

$53.77

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$45.8K

Annual income

$2,269.18

Full JEPQ calculator →

Portfolio growth — SORT vs JEPQ

📍 SORT 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	SORT	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, SORT + JEPQ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SORT pays

JEPQ pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SORT

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

$18,279.57/yr

After 10yr DRIP, annual income (after tax)

$81,165,812.95/yr

JEPQ

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

$974.55/yr

After 10yr DRIP, annual income (after tax)

$1,928.80/yr

At 15% tax rate, SORT beats the other by $81,163,884.14/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SORT: 50%JEPQ: 50%

100% JEPQ50/50100% SORT

Portfolio after 10yr

$91.44M

Annual income

$47,745,730.44/yr

Blended yield

52.21%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SORT buys

JEPQ buys

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

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

MetricSORTJEPQ

Forward yield	215.05% ✓	11.47%
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	$182.84M ✓	$45.8K
Annual income after 10y	$95,489,191.70 ✓	$2,269.18
Total dividends collected	$172.98M ✓	$17.1K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	SORT Portfolio	SORT Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$32,205	$21,505.38	$11,967	$1,146.53	+$20.2K → SORT
2	$99,188	$64,727.92	$14,216	$1,268.02	+$85.0K → SORT
3	$292,441	$186,310.44	$16,774	$1,392.20	+$275.7K → SORT
4	$826,287	$513,374.56	$19,667	$1,518.21	+$806.6K → SORT
5	$2,239,762	$1,355,634.76	$22,925	$1,645.21	+$2.22M → SORT
6	$5,830,779	$3,434,234.44	$26,578	$1,772.40	+$5.80M → SORT
7	$14,594,406	$8,355,471.88	$30,656	$1,899.04	+$14.56M → SORT
8	$35,161,525	$19,545,510.50	$35,194	$2,024.45	+$35.13M → SORT
9	$81,632,138	$44,009,306.33	$40,228	$2,148.01	+$81.59M → SORT
10	$182,835,579	$95,489,191.70	$45,796	$2,269.18	+$182.79M → SORT

SORT vs JEPQ: Complete Analysis 2026

SORT — Stock

inc.jet Holding, Inc. provides data printing equipment and solutions. It offers embedded boards and components, and software integration services; packaging printing products, such as print controllers and print heads; graphics and mail print solutions; and industrial inks, including solvent and aqueous based inks. The company was formerly known as Gunther International Ltd. and changed its name to inc.jet Holding, Inc. in January 2018. The company was founded in 1978 and is based in Norwich, Connecticut.

Full SORT 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 SORT vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SORT vs SCHD SORT vs JEPI SORT vs O SORT vs KO SORT vs MAIN SORT vs XYLD SORT vs QYLD SORT 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.