HomeCompareSUMXF vs JEPQ

SUMXF vs JEPQ: Dividend Comparison 2026

SUMXF yields 5.68% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SUMXF wins by $12815.00M in total portfolio value· pulled ahead in Year 2
10 years
SUMXF
SUMXF
● Live price
5.68%
Share price
$2.64
Annual div
$0.15
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$12815.05M
Annual income
$12,395,934,301.43
Full SUMXF 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 — SUMXF vs JEPQ

📍 SUMXF pulled ahead of the other in Year 2

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 PeriodSUMXFJEPQ
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, SUMXF + JEPQ cover 0 of 12 monthsgood coverage

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

SUMXF
Annual income on $10K today (after 15% tax)
$482.95/yr
After 10yr DRIP, annual income (after tax)
$10,536,544,156.22/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, SUMXF beats the other by $10,536,542,326.51/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SUMXF: 50%JEPQ: 50%
100% JEPQ50/50100% SUMXF
Portfolio after 10yr
$6407.55M
Annual income
$6,197,968,227.00/yr
Blended yield
96.73%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SUMXF buys
0
JEPQ buys
0
No recent congressional trades found for SUMXF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSUMXFJEPQ
Forward yield5.68%11.10%
Annual dividend / share$0.15$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$12815.05M$44.8K
Annual income after 10y$12,395,934,301.43$2,152.59
Total dividends collected$12785.90M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSUMXF PortfolioSUMXF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,836$1,136.36$11,930$1,110.39$94.00JEPQ
2← crossover$15,179$2,514.10$14,133$1,224.34+$1.0KSUMXF
3$22,268$6,026.33$16,632$1,340.46+$5.6KSUMXF
4$40,351$16,524.74$19,454$1,457.97+$20.9KSUMXF
5$99,147$55,970.65$22,626$1,576.08+$76.5KSUMXF
6$363,142$257,055.12$26,175$1,694.09+$337.0KSUMXF
7$2,148,393$1,759,831.53$30,133$1,811.32+$2.12MSUMXF
8$21,759,311$19,460,530.41$34,531$1,927.17+$21.72MSUMXF
9$391,693,150$368,410,686.40$39,403$2,041.08+$391.65MSUMXF
10$12,815,045,971$12,395,934,301.43$44,787$2,152.59+$12815.00MSUMXF

SUMXF vs JEPQ: Complete Analysis 2026

SUMXFStock

Supremex Inc. manufactures and markets envelopes, and paper packaging solutions and specialty products to corporations, resellers, government entities, SMEs, and solutions providers in Canada, and the Northeastern and Midwestern United States. The company offers a range of stock and custom envelopes in various styles, shapes, and colors; corrugated boxes, and folding carton and e-Commerce fulfillment packaging solutions; polyethylene bags for courier applications and bubble mailers. It serves various industries, including food, pharmaceuticals, cosmetics, and personal care products. The company was founded in 1977 and is based in LaSalle, Canada.

Full SUMXF 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.