HomeCompareSRCU vs JEPQ

SRCU vs JEPQ: Dividend Comparison 2026

SRCU yields 8.71% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SRCU wins by $10.6K in total portfolio value· pulled ahead in Year 6
10 years
SRCU
SRCU
● Live price
8.71%
Share price
$43.05
Annual div
$3.75
5Y div CAGR
11.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$56.4K
Annual income
$6,661.18
Full SRCU calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — SRCU vs JEPQ

📍 SRCU pulled ahead of the other in Year 6

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 PeriodSRCUJEPQ
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, SRCU + JEPQ cover 0 of 12 monthsgood coverage

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

SRCU
Annual income on $10K today (after 15% tax)
$740.42/yr
After 10yr DRIP, annual income (after tax)
$5,662.00/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, SRCU beats the other by $3,733.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SRCU: 50%JEPQ: 50%
100% JEPQ50/50100% SRCU
Portfolio after 10yr
$51.1K
Annual income
$4,465.18/yr
Blended yield
8.74%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SRCU right now

SRCU
Analyst Ratings
4
Buy
6
Hold
1
Sell
Consensus: Hold
Altman Z
0.0
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)

SRCU buys
0
JEPQ buys
0
No recent congressional trades found for SRCU or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSRCUJEPQ
Forward yield8.71%11.47%
Annual dividend / share$3.75$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR11.7%0%
Portfolio after 10y$56.4K$45.8K
Annual income after 10y$6,661.18$2,269.18
Total dividends collected$29.8K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSRCU PortfolioSRCU Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,673$973.00$11,967$1,146.53$294.00JEPQ
2$13,676$1,185.67$14,216$1,268.02$540.00JEPQ
3$16,083$1,450.11$16,774$1,392.20$691.00JEPQ
4$18,989$1,780.29$19,667$1,518.21$678.00JEPQ
5$22,513$2,194.31$22,925$1,645.21$412.00JEPQ
6← crossover$26,805$2,715.75$26,578$1,772.40+$227.00SRCU
7$32,056$3,375.48$30,656$1,899.04+$1.4KSRCU
8$38,514$4,214.16$35,194$2,024.45+$3.3KSRCU
9$46,496$5,285.54$40,228$2,148.01+$6.3KSRCU
10$56,412$6,661.18$45,796$2,269.18+$10.6KSRCU

SRCU vs JEPQ: Complete Analysis 2026

SRCUStock

Spire Inc., together with its subsidiaries, engages in the purchase, retail distribution, and sale of natural gas to residential, commercial, industrial, and other end-users of natural gas in the United States. The company operates in two segments, Gas Utility and Gas Marketing. It is also involved in the marketing of natural gas. In addition, the company engages in the transportation of propane through its propane pipeline; compression of natural gas; risk management; and other activities. Further, it provides physical natural gas storage services. The company was formerly known as The Laclede Group, Inc. and changed its name to Spire Inc. in April 2016. Spire Inc. was founded in 1857 and is based in St. Louis, Missouri.

Full SRCU 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.