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SPXSY vs JEPQ: Dividend Comparison 2026

SPXSY yields 2.23% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SPXSY wins by $50.4K in total portfolio value· pulled ahead in Year 8
10 years
SPXSY
SPXSY
● Live price
2.23%
Share price
$45.56
Annual div
$1.02
5Y div CAGR
46.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$95.2K
Annual income
$31,864.78
Full SPXSY 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 — SPXSY vs JEPQ

📍 SPXSY pulled ahead of the other in Year 8

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 PeriodSPXSYJEPQ
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, SPXSY + JEPQ cover 0 of 12 monthsgood coverage

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

SPXSY
Annual income on $10K today (after 15% tax)
$189.81/yr
After 10yr DRIP, annual income (after tax)
$27,085.06/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, SPXSY beats the other by $25,255.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPXSY: 50%JEPQ: 50%
100% JEPQ50/50100% SPXSY
Portfolio after 10yr
$70.0K
Annual income
$17,008.68/yr
Blended yield
24.30%
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Analyst Conviction Gap

Where Wall Street is split right now

SPXSY
Analyst Ratings
1
Hold
Consensus: Hold
Price Target
$70.00
+53.6% upside vs current
Range: $70.00 — $70.00
Altman Z
5.0
Piotroski
5/9
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)

SPXSY buys
0
JEPQ buys
0
No recent congressional trades found for SPXSY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPXSYJEPQ
Forward yield2.23%11.10%
Annual dividend / share$1.02$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR46.1%0%
Portfolio after 10y$95.2K$44.8K
Annual income after 10y$31,864.78$2,152.59
Total dividends collected$68.8K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSPXSY PortfolioSPXSY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,026$326.24$11,930$1,110.39$904.00JEPQ
2$12,289$491.17$14,133$1,224.34$1.8KJEPQ
3$13,897$747.48$16,632$1,340.46$2.7KJEPQ
4$16,024$1,154.15$19,454$1,457.97$3.4KJEPQ
5$18,963$1,817.09$22,626$1,576.08$3.7KJEPQ
6$23,226$2,936.11$26,175$1,694.09$2.9KJEPQ
7$29,762$4,910.41$30,133$1,811.32$371.00JEPQ
8← crossover$40,437$8,591.61$34,531$1,927.17+$5.9KSPXSY
9$59,207$15,938.81$39,403$2,041.08+$19.8KSPXSY
10$95,216$31,864.78$44,787$2,152.59+$50.4KSPXSY

SPXSY vs JEPQ: Complete Analysis 2026

SPXSYStock

Spirax-Sarco Engineering plc provides engineered solutions for the users of industrial and commercial steam systems, electrical heating and temperature management systems, and pumps and fluid path technologies. It offers industrial and commercial steam systems, including condensate management, controls, and thermal energy management products and solutions for heating and curing, cleaning and sterilizing, hot water generation, space heating, and humidification; electrical process heating and temperature management solutions, such as industrial heaters and systems, heat tracing, and various component technologies for industrial processes, heaters, and systems; and peristaltic and niche pumps and associated fluid path technologies, including pumps, tubing, and specialty filling systems and products for single-use applications. The company serves food, beverage, pharmaceutical and biotechnology, oil, gas, chemical, healthcare, power generation, buildings, mining and precious metal processing, water and wastewater, and pulp and paper, as well as original equipment manufacturers. The company sells its products directly, as well as through distributors. It operates in Europe, the Middle East, and Africa; the Asia Pacific; and the Americas. Spirax-Sarco Engineering plc was founded in 1888 and is headquartered in Cheltenham, the United Kingdom.

Full SPXSY 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.