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SRDX vs JEPQ: Dividend Comparison 2026

SRDX yields 4.65% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $17.7K in total portfolio value
10 years
SRDX
SRDX
● Live price
4.65%
Share price
$42.98
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.1K
Annual income
$626.90
Full SRDX 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 — SRDX 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 PeriodSRDXJEPQ
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, SRDX + JEPQ cover 0 of 12 monthsgood coverage

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

SRDX
Annual income on $10K today (after 15% tax)
$395.53/yr
After 10yr DRIP, annual income (after tax)
$532.87/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 $1,296.84/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SRDX: 50%JEPQ: 50%
100% JEPQ50/50100% SRDX
Portfolio after 10yr
$36.0K
Annual income
$1,389.74/yr
Blended yield
3.87%
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Analyst Conviction Gap

Where Wall Street is most bullish on SRDX right now

SRDX
Analyst Ratings
1
Strong
3
Buy
2
Hold
1
Sell
Consensus: Buy
Price Target
$39.50
-8.1% upside vs current
Range: $36.00 — $43.00
Altman Z
7.6
Piotroski
3/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SRDX buys
0
JEPQ buys
0
No recent congressional trades found for SRDX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSRDXJEPQ
Forward yield4.65%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.1K$44.8K
Annual income after 10y$626.90$2,152.59
Total dividends collected$5.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSRDX PortfolioSRDX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,165$465.33$11,930$1,110.39$765.00JEPQ
2$12,432$485.57$14,133$1,224.34$1.7KJEPQ
3$13,808$505.31$16,632$1,340.46$2.8KJEPQ
4$15,299$524.50$19,454$1,457.97$4.2KJEPQ
5$16,913$543.12$22,626$1,576.08$5.7KJEPQ
6$18,658$561.14$26,175$1,694.09$7.5KJEPQ
7$20,543$578.54$30,133$1,811.32$9.6KJEPQ
8$22,576$595.30$34,531$1,927.17$12.0KJEPQ
9$24,768$611.43$39,403$2,041.08$14.6KJEPQ
10$27,129$626.90$44,787$2,152.59$17.7KJEPQ

SRDX vs JEPQ: Complete Analysis 2026

SRDXStock

Surmodics, Inc., together with its subsidiaries, provides surface modification technologies for intravascular medical devices, and chemical components for in vitro diagnostic immunoassay tests and microarrays in the United States and internationally. It operates in two segments, Medical Device and In Vitro Diagnostics (IVD). The Medical Device segment engages in the provision of surface modification coating technologies to enhance access, deliverability, and predictable deployment of medical devices; and drug-delivery coating technologies to provide site-specific drug-delivery from the surface of a medical device for coronary, peripheral, neuro-vascular and structural heart, and other markets, as well as design, development, and manufacturing of interventional medical devices, primarily balloons and catheters, including drug-coated balloons for peripheral arterial disease treatment and other applications. The IVD segment designs, develops, and manufactures component products and technologies for diagnostic immunoassay, as well as molecular test and biomedical research applications. This segment offers protein stabilization reagents, substrates, surface coatings, and antigens. The company was founded in 1979 and is headquartered in Eden Prairie, Minnesota.

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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.

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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.