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SRMGF vs JEPQ: Dividend Comparison 2026

SRMGF yields 6.83% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SRMGF wins by $38278.29M in total portfolio value
10 years
SRMGF
SRMGF
● Live price
6.83%
Share price
$20.81
Annual div
$1.42
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38278.33M
Annual income
$37,230,443,240.45
Full SRMGF 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 — SRMGF vs JEPQ

📍 SRMGF 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 PeriodSRMGFJEPQ
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%.
📅

Dividend Calendar Overlap

Combined, SRMGF + JEPQ cover 0 of 12 monthsgood coverage

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

SRMGF
Annual income on $10K today (after 15% tax)
$580.15/yr
After 10yr DRIP, annual income (after tax)
$31,645,876,754.38/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, SRMGF beats the other by $31,645,874,924.68/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SRMGF: 50%JEPQ: 50%
100% JEPQ50/50100% SRMGF
Portfolio after 10yr
$19139.19M
Annual income
$18,615,222,696.51/yr
Blended yield
97.26%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SRMGF right now

SRMGF
Analyst Ratings
2
Buy
Consensus: Buy
Altman Z
-0.5
Piotroski
8/9
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)

SRMGF buys
0
JEPQ buys
0
No recent congressional trades found for SRMGF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSRMGFJEPQ
Forward yield6.83%11.10%
Annual dividend / share$1.42$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$38278.33M$44.8K
Annual income after 10y$37,230,443,240.45$2,152.59
Total dividends collected$38206.24M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSRMGF PortfolioSRMGF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,065$1,365.06$11,930$1,110.39+$135.00SRMGF
2$15,988$3,078.41$14,133$1,224.34+$1.9KSRMGF
3$24,732$7,624.96$16,632$1,340.46+$8.1KSRMGF
4$48,510$22,047.08$19,454$1,457.97+$29.1KSRMGF
5$132,736$80,829.70$22,626$1,576.08+$110.1KSRMGF
6$555,427$413,399.65$26,175$1,694.09+$529.3KSRMGF
7$3,827,674$3,233,366.75$30,133$1,811.32+$3.80MSRMGF
8$45,745,040$41,649,429.36$34,531$1,927.17+$45.71MSRMGF
9$979,335,787$930,388,594.18$39,403$2,041.08+$979.30MSRMGF
10$38,278,332,533$37,230,443,240.45$44,787$2,152.59+$38278.29MSRMGF

SRMGF vs JEPQ: Complete Analysis 2026

SRMGFStock

SpareBank 1 SMN, together with its subsidiaries, provides various banking, accounting, and real estate products and services to private individuals and companies in Norway and internationally. The company offers mortgage, green, car, boat, other vehicles, and consumer loans, as well as refinancing, as well as savings accounts. It also provides BSU house savings for young people, BSU, and mikrosparing, as well as fixed rate and green deposits, and placement accounts; savings funds; investment solutions, such as share savings accounts, stock trading, and private banking services; and individual pension savings, and pension savings accounts. In addition, the company offers vehicle, housing and travel, person, animal, and valuables insurance services; property buying and selling advisory services; and mobile and online banking, and various debit and credit cards. Further, it offers loans and finances, including bank guarantees, corporate and construction loans, operating credit for agriculture, factoring, invoice sales, leasing, and liquidity loans with government guarantees; various pension products; and business and personal insurance products. Additionally, the company provides services, including accounting and payroll, HR, taxes and duties, and change of ownership, as well as IT solutions. It offers real estate agency, advisory, and external and equity financing services. SpareBank 1 SMN was founded in 1823 and is headquartered in Trondheim, Norway.

Full SRMGF 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.