HomeCompareSREDY vs JEPQ

SREDY vs JEPQ: Dividend Comparison 2026

SREDY yields 2.84% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SREDY wins by $319.46M in total portfolio value· pulled ahead in Year 3
10 years
SREDY
SREDY
● Live price
2.84%
Share price
$31.66
Annual div
$0.90
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$319.51M
Annual income
$299,284,239.52
Full SREDY 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 — SREDY vs JEPQ

📍 SREDY pulled ahead of the other in Year 3

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 PeriodSREDYJEPQ
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, SREDY + JEPQ cover 0 of 12 monthsgood coverage

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

SREDY
Annual income on $10K today (after 15% tax)
$241.63/yr
After 10yr DRIP, annual income (after tax)
$254,391,603.59/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, SREDY beats the other by $254,389,773.89/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

SREDY: 50%JEPQ: 50%
100% JEPQ50/50100% SREDY
Portfolio after 10yr
$159.78M
Annual income
$149,643,196.05/yr
Blended yield
93.66%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SREDY right now

SREDY
Analyst Ratings
1
Buy
1
Hold
Consensus: Buy
Altman Z
0.1
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)

SREDY buys
0
JEPQ buys
0
No recent congressional trades found for SREDY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSREDYJEPQ
Forward yield2.84%11.10%
Annual dividend / share$0.90$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$319.51M$44.8K
Annual income after 10y$299,284,239.52$2,152.59
Total dividends collected$318.00M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSREDY PortfolioSREDY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,269$568.54$11,930$1,110.39$661.00JEPQ
2$13,255$1,197.50$14,133$1,224.34$878.00JEPQ
3← crossover$16,816$2,632.86$16,632$1,340.46+$184.00SREDY
4$24,236$6,243.26$19,454$1,457.97+$4.8KSREDY
5$42,752$16,819.20$22,626$1,576.08+$20.1KSREDY
6$101,200$55,455.55$26,175$1,694.09+$75.0KSREDY
7$353,652$245,368.26$30,133$1,811.32+$323.5KSREDY
8$1,981,141$1,602,733.25$34,531$1,927.17+$1.95MSREDY
9$18,901,936$16,782,115.35$39,403$2,041.08+$18.86MSREDY
10$319,509,311$299,284,239.52$44,787$2,152.59+$319.46MSREDY

SREDY vs JEPQ: Complete Analysis 2026

SREDYStock

Storebrand ASA, through its subsidiaries, primarily provides insurance products and services in Norway the United States, Japan, and Sweden. The company operates through four segments: Savings, Insurance, Guaranteed Pension, and Other. The Savings segment offers retirement savings, defined contribution pensions, asset management, and retail banking products. The Insurance segment provides health insurance, property and casualty insurance, personal risk products, and employee-related and pension-related insurance products. The Guaranteed Pension segment offers long-term pension savings products, such as defined contribution pensions, paid-up policies, and individual capital and pension insurance products. The Other segment provides life insurance products. It also offers securities, and banking and investment services. The company serves private individuals, corporate and retail markets, companies, municipalities, and public sector. Storebrand ASA was founded in 1767 and is headquartered in Lysaker, Norway.

Full SREDY 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.