HomeCompareSPIZF vs JEPQ

SPIZF vs JEPQ: Dividend Comparison 2026

SPIZF yields 6.02% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SPIZF wins by $17929.82M in total portfolio value· pulled ahead in Year 2
10 years
SPIZF
SPIZF
● Live price
6.02%
Share price
$20.59
Annual div
$1.24
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$17929.86M
Annual income
$17,375,034,495.56
Full SPIZF 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 — SPIZF vs JEPQ

📍 SPIZF pulled ahead of the other in Year 2

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 PeriodSPIZFJEPQ
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, SPIZF + JEPQ cover 0 of 12 monthsgood coverage

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

SPIZF
Annual income on $10K today (after 15% tax)
$511.36/yr
After 10yr DRIP, annual income (after tax)
$14,768,779,321.23/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, SPIZF beats the other by $14,768,777,491.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPIZF: 50%JEPQ: 50%
100% JEPQ50/50100% SPIZF
Portfolio after 10yr
$8964.95M
Annual income
$8,687,518,324.07/yr
Blended yield
96.91%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPIZF buys
0
JEPQ buys
0
No recent congressional trades found for SPIZF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPIZFJEPQ
Forward yield6.02%11.10%
Annual dividend / share$1.24$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$17929.86M$44.8K
Annual income after 10y$17,375,034,495.56$2,152.59
Total dividends collected$17891.42M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSPIZF PortfolioSPIZF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,903$1,203.20$11,930$1,110.39$27.00JEPQ
2← crossover$15,413$2,676.99$14,133$1,224.34+$1.3KSPIZF
3$22,972$6,479.29$16,632$1,340.46+$6.3KSPIZF
4$42,629$18,049.57$19,454$1,457.97+$23.2KSPIZF
5$108,221$62,607.80$22,626$1,576.08+$85.6KSPIZF
6$412,880$297,083.93$26,175$1,694.09+$386.7KSPIZF
7$2,560,328$2,118,546.14$30,133$1,811.32+$2.53MSPIZF
8$27,295,428$24,555,877.17$34,531$1,927.17+$27.26MSPIZF
9$518,529,457$489,323,348.58$39,403$2,041.08+$518.49MSPIZF
10$17,929,861,015$17,375,034,495.56$44,787$2,152.59+$17929.82MSPIZF

SPIZF vs JEPQ: Complete Analysis 2026

SPIZFStock

Sparebanken Vest, a financial services company, provides banking and financing services in the counties of Vestland and Rogaland, Norway. It operates through Corporate Market, Retail Market, Bulder Bank, Treasury, and Estate Agency Activities segments. The company is also involved in the estate agency and home mortgage activities. As of December 31, 2020, it had 33 points of sale outlets. The company was founded in 1823 and is headquartered in Bergen, Norway.

Full SPIZF 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.