HomeCompareSUMO vs JEPQ

SUMO vs JEPQ: Dividend Comparison 2026

SUMO yields 16.61% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SUMO wins by $13.4K in total portfolio value
10 years
SUMO
SUMO
● Live price
16.61%
Share price
$12.04
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$59.2K
Annual income
$4,608.53
Full SUMO 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 — SUMO vs JEPQ

📍 SUMO 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 PeriodSUMOJEPQ
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, SUMO + JEPQ cover 0 of 12 monthsgood coverage

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

SUMO
Annual income on $10K today (after 15% tax)
$1,411.96/yr
After 10yr DRIP, annual income (after tax)
$3,917.25/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, SUMO beats the other by $1,988.45/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SUMO: 50%JEPQ: 50%
100% JEPQ50/50100% SUMO
Portfolio after 10yr
$52.5K
Annual income
$3,438.86/yr
Blended yield
6.55%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SUMO right now

SUMO
Analyst Ratings
1
Buy
7
Hold
Consensus: Hold
Price Target
$10.00
-16.9% upside vs current
Range: $10.00 — $10.00
Altman Z
3.0
Piotroski
4/9
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)

SUMO buys
0
JEPQ buys
0
No recent congressional trades found for SUMO or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSUMOJEPQ
Forward yield16.61%11.47%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$59.2K$45.8K
Annual income after 10y$4,608.53$2,269.18
Total dividends collected$30.4K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSUMO PortfolioSUMO Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,361$1,661.13$11,967$1,146.53+$394.00SUMO
2$15,145$1,919.01$14,216$1,268.02+$929.00SUMO
3$18,403$2,197.44$16,774$1,392.20+$1.6KSUMO
4$22,187$2,495.41$19,667$1,518.21+$2.5KSUMO
5$26,551$2,811.64$22,925$1,645.21+$3.6KSUMO
6$31,555$3,144.65$26,578$1,772.40+$5.0KSUMO
7$37,256$3,492.72$30,656$1,899.04+$6.6KSUMO
8$43,718$3,854.03$35,194$2,024.45+$8.5KSUMO
9$51,005$4,226.64$40,228$2,148.01+$10.8KSUMO
10$59,184$4,608.53$45,796$2,269.18+$13.4KSUMO

SUMO vs JEPQ: Complete Analysis 2026

SUMOStock

Sumo Logic, Inc. provides cloud-native software-as-a-service platform that enables organizations to address the challenges and opportunities presented by digital transformation, modern applications, and cloud computing worldwide. It offers Continuous Intelligence Platform, a cloud-native, multi-tenant, and secure service that leverages to enable reliability and security of cloud applications and workloads. The company also provides observability solution, an out-of-the-box solution for managing their application reliability for cloud applications; and security solution that helps developers, security analysts, and security operation centers that detect threats, perform security analysis and forensics, and automate security responses to remediate against those threats for cloud applications. The company was incorporated in 2010 and is headquartered in Redwood City, California.

Full SUMO 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.