HomeCompareSOTDF vs JEPQ

SOTDF vs JEPQ: Dividend Comparison 2026

SOTDF yields 6.26% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SOTDF wins by $4.8K in total portfolio value· pulled ahead in Year 9
10 years
SOTDF
SOTDF
● Live price
6.26%
Share price
$41.88
Annual div
$2.62
5Y div CAGR
15.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.6K
Annual income
$5,828.03
Full SOTDF 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 — SOTDF vs JEPQ

📍 SOTDF pulled ahead of the other in Year 9

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 PeriodSOTDFJEPQ
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, SOTDF + JEPQ cover 0 of 12 monthsgood coverage

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

SOTDF
Annual income on $10K today (after 15% tax)
$531.76/yr
After 10yr DRIP, annual income (after tax)
$4,953.83/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, SOTDF beats the other by $3,124.12/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SOTDF: 50%JEPQ: 50%
100% JEPQ50/50100% SOTDF
Portfolio after 10yr
$47.2K
Annual income
$3,990.31/yr
Blended yield
8.46%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOTDF buys
0
JEPQ buys
0
No recent congressional trades found for SOTDF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOTDFJEPQ
Forward yield6.26%11.10%
Annual dividend / share$2.62$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR15.4%0%
Portfolio after 10y$49.6K$44.8K
Annual income after 10y$5,828.03$2,152.59
Total dividends collected$24.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSOTDF PortfolioSOTDF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,422$721.94$11,930$1,110.39$508.00JEPQ
2$13,111$889.33$14,133$1,224.34$1.0KJEPQ
3$15,130$1,100.97$16,632$1,340.46$1.5KJEPQ
4$17,559$1,370.22$19,454$1,457.97$1.9KJEPQ
5$20,503$1,715.08$22,626$1,576.08$2.1KJEPQ
6$24,098$2,159.87$26,175$1,694.09$2.1KJEPQ
7$28,523$2,737.89$30,133$1,811.32$1.6KJEPQ
8$34,014$3,495.00$34,531$1,927.17$517.00JEPQ
9← crossover$40,891$4,495.11$39,403$2,041.08+$1.5KSOTDF
10$49,581$5,828.03$44,787$2,152.59+$4.8KSOTDF

SOTDF vs JEPQ: Complete Analysis 2026

SOTDFStock

Ströer SE & Co. KGaA provides out-of-home media and online advertising solutions in Germany and internationally. The company operates through three segments: Out-of-Home (OOH) Media, Digital & Dialog Media, and Data As A Service (DaaS) & E-Commerce. It offers various forms of outdoor advertising media, such as traditional posters; advertisements at bus and tram shelters, and on public transport; and digital advertising installations. The company also operates t-online.de, as well as special interest portals, such as giga.de, familie.de, desried.de, and kino.de for online advertising. In addition, it provides DaaS under the Statista brand name; and operates an online cosmetic store under the AsamBeauty brand. The company operates approximately 1,000 Websites. It sells its products to private and corporate customers in the area of telecommunications, energy, IT, tourism, multimedia, retail, financial services, and e-commerce sectors. Ströer SE & Co. KGaA is based in Cologne, Germany.

Full SOTDF 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.