HomeCompareSOVO vs JEPQ

SOVO vs JEPQ: Dividend Comparison 2026

SOVO yields 8.70% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $23.6K in total portfolio value
10 years
SOVO
SOVO
● Live price
8.70%
Share price
$22.98
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.2K
Annual income
$0.92
Full SOVO 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 — SOVO 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 PeriodSOVOJEPQ
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, SOVO + JEPQ cover 0 of 12 monthsgood coverage

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

SOVO
Annual income on $10K today (after 15% tax)
$739.77/yr
After 10yr DRIP, annual income (after tax)
$0.78/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 $1,828.92/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SOVO: 50%JEPQ: 50%
100% JEPQ50/50100% SOVO
Portfolio after 10yr
$33.0K
Annual income
$1,076.75/yr
Blended yield
3.26%
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Analyst Conviction Gap

Where Wall Street is most bullish on SOVO right now

SOVO
Analyst Ratings
4
Buy
8
Hold
Consensus: Hold
Price Target
$21.13
-8.1% upside vs current
Range: $16.00 — $23.00
Altman Z
3.1
Piotroski
7/9
JEPQ
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOVO buys
0
JEPQ buys
0
No recent congressional trades found for SOVO or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOVOJEPQ
Forward yield8.70%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$21.2K$44.8K
Annual income after 10y$0.92$2,152.59
Total dividends collected$893.00$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSOVO PortfolioSOVO Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,135$435.16$11,930$1,110.39$795.00JEPQ
2$12,141$226.43$14,133$1,224.34$2.0KJEPQ
3$13,106$115.37$16,632$1,340.46$3.5KJEPQ
4$14,082$58.20$19,454$1,457.97$5.4KJEPQ
5$15,097$29.22$22,626$1,576.08$7.5KJEPQ
6$16,168$14.64$26,175$1,694.09$10.0KJEPQ
7$17,307$7.33$30,133$1,811.32$12.8KJEPQ
8$18,523$3.66$34,531$1,927.17$16.0KJEPQ
9$19,821$1.83$39,403$2,041.08$19.6KJEPQ
10$21,209$0.92$44,787$2,152.59$23.6KJEPQ

SOVO vs JEPQ: Complete Analysis 2026

SOVOStock

Sovos Brands, Inc., through its subsidiaries, manufactures and distributes consumer food products in the United States. The company operates in two segments, Dinners & Sauces, and Breakfast & Snacks. It provides pasta sauces, dry pasta, soups, frozen entrees, yogurts, pancake and waffle mixes, other baking mixes, and frozen waffles under the Rao's, Michael Angelo's, noosa, and Birch Benders brands. The company sells its products principally to retail outlets and wholesale distributors, including traditional supermarkets, mass merchants, warehouse clubs, wholesalers, specialty food distributors, military commissaries, and non-food outlets, such as drug store chains, dollar stores, and e-commerce retailers. Sovos Brands, Inc. was founded in 1983 and is headquartered in Louisville, Colorado.

Full SOVO 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.