HomeCompareSUNY vs JEPQ

SUNY vs JEPQ: Dividend Comparison 2026

SUNY yields 20.93% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SUNY wins by $31.5K in total portfolio value
10 years
SUNY
SUNY
● Live price
20.93%
Share price
$9.56
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$77.3K
Annual income
$7,434.29
Full SUNY 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 — SUNY vs JEPQ

📍 SUNY 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 PeriodSUNYJEPQ
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, SUNY + JEPQ cover 0 of 12 monthsgood coverage

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

SUNY
Annual income on $10K today (after 15% tax)
$1,779.17/yr
After 10yr DRIP, annual income (after tax)
$6,319.15/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, SUNY beats the other by $4,390.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SUNY: 50%JEPQ: 50%
100% JEPQ50/50100% SUNY
Portfolio after 10yr
$61.5K
Annual income
$4,851.73/yr
Blended yield
7.88%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SUNY buys
0
JEPQ buys
0
No recent congressional trades found for SUNY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSUNYJEPQ
Forward yield20.93%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$77.3K$45.8K
Annual income after 10y$7,434.29$2,269.18
Total dividends collected$45.0K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSUNY PortfolioSUNY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,793$2,093.14$11,967$1,146.53+$826.00SUNY
2$16,191$2,502.61$14,216$1,268.02+$2.0KSUNY
3$20,285$2,960.14$16,774$1,392.20+$3.5KSUNY
4$25,171$3,465.92$19,667$1,518.21+$5.5KSUNY
5$30,952$4,019.38$22,925$1,645.21+$8.0KSUNY
6$37,738$4,619.22$26,578$1,772.40+$11.2KSUNY
7$45,643$5,263.49$30,656$1,899.04+$15.0KSUNY
8$54,788$5,949.59$35,194$2,024.45+$19.6KSUNY
9$65,297$6,674.39$40,228$2,148.01+$25.1KSUNY
10$77,302$7,434.29$45,796$2,269.18+$31.5KSUNY

SUNY vs JEPQ: Complete Analysis 2026

SUNYStock

SUNY is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SUNY shares.

Full SUNY 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.