HomeCompareSSREY vs JEPQ

SSREY vs JEPQ: Dividend Comparison 2026

SSREY yields 4.39% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $176.00 in total portfolio value
10 years
SSREY
SSREY
● Live price
4.39%
Share price
$41.86
Annual div
$1.84
5Y div CAGR
19.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.6K
Annual income
$5,299.46
Full SSREY 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 — SSREY 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 PeriodSSREYJEPQ
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, SSREY + JEPQ cover 0 of 12 monthsgood coverage

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

SSREY
Annual income on $10K today (after 15% tax)
$373.27/yr
After 10yr DRIP, annual income (after tax)
$4,504.54/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, SSREY beats the other by $2,674.84/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SSREY: 50%JEPQ: 50%
100% JEPQ50/50100% SSREY
Portfolio after 10yr
$44.7K
Annual income
$3,726.02/yr
Blended yield
8.34%
📊

Analyst Conviction Gap

Where Wall Street is split right now

SSREY
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
1.7
Piotroski
7/9
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)

SSREY buys
0
JEPQ buys
0
No recent congressional trades found for SSREY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSSREYJEPQ
Forward yield4.39%11.10%
Annual dividend / share$1.84$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR19.7%0%
Portfolio after 10y$44.6K$44.8K
Annual income after 10y$5,299.46$2,152.59
Total dividends collected$20.7K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSSREY PortfolioSSREY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,226$525.66$11,930$1,110.39$704.00JEPQ
2$12,672$660.12$14,133$1,224.34$1.5KJEPQ
3$14,392$833.59$16,632$1,340.46$2.2KJEPQ
4$16,459$1,059.15$19,454$1,457.97$3.0KJEPQ
5$18,966$1,355.01$22,626$1,576.08$3.7KJEPQ
6$22,040$1,746.74$26,175$1,694.09$4.1KJEPQ
7$25,854$2,270.81$30,133$1,811.32$4.3KJEPQ
8$30,644$2,979.89$34,531$1,927.17$3.9KJEPQ
9$36,740$3,951.15$39,403$2,041.08$2.7KJEPQ
10$44,611$5,299.46$44,787$2,152.59$176.00JEPQ

SSREY vs JEPQ: Complete Analysis 2026

SSREYStock

Swiss Re AG, together with its subsidiaries, provides wholesale reinsurance, insurance, other insurance-based forms of risk transfer, and other insurance-related services worldwide. The company operates through Property & Casualty Reinsurance, Life & Health Reinsurance, and Corporate Solutions. The Property & Casualty Reinsurance segment underwrites property reinsurance, including property, credit and surety, engineering, aviation, marine, agriculture, retakaful, and facultative reinsurance solutions; and casualty reinsurance, such as liability, motor, worker's compensation, personal accident, management and professional liability, cyber, and facultative reinsurance solutions. The Life & Health Reinsurance segment underwrites life and health insurance products. The Corporate Solutions segment offers standard risk transfer covers and multi-line programs to customized solutions. It serves stock and mutual insurance companies, public sector and governmental entities, mid-sized and large corporations, and individuals. Swiss Re AG was founded in 1863 and is headquartered in Zurich, Switzerland.

Full SSREY 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.