HomeCompareSURGW vs JEPQ

SURGW vs JEPQ: Dividend Comparison 2026

SURGW yields 22988.51% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SURGW wins by $209253913157569118208.00M in total portfolio value
10 years
SURGW
SURGW
● Live price
22988.51%
Share price
$0.01
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$209253913157569118208.00M
Annual income
$207,478,497,165,779,060,000,000,000.00
Full SURGW 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 — SURGW vs JEPQ

📍 SURGW 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 PeriodSURGWJEPQ
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, SURGW + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SURGW pays
JEPQ pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

SURGW
Annual income on $10K today (after 15% tax)
$1,954,022.99/yr
After 10yr DRIP, annual income (after tax)
$176,356,722,590,912,200,000,000,000.00/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, SURGW beats the other by $176,356,722,590,912,200,000,000,000.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SURGW: 50%JEPQ: 50%
100% JEPQ50/50100% SURGW
Portfolio after 10yr
$104626956578784559104.00M
Annual income
$103,739,248,582,889,530,000,000,000.00/yr
Blended yield
99.15%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SURGW buys
0
JEPQ buys
0
No recent congressional trades found for SURGW or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSURGWJEPQ
Forward yield22988.51%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$209253913157569118208.00M$44.8K
Annual income after 10y$207,478,497,165,779,060,000,000,000.00$2,152.59
Total dividends collected$209136897216972292096.00M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSURGW PortfolioSURGW Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$2,309,551$2,298,850.57$11,930$1,110.39+$2.30MSURGW
2$498,668,571$496,197,351.96$14,133$1,224.34+$498.65MSURGW
3$100,661,493,199$100,127,917,828.11$16,632$1,340.46+$100661.48MSURGW
4$18,997,308,529,480$18,889,600,731,757.26$19,454$1,457.97+$18997308.51MSURGW
5$3,352,041,078,501,299$3,331,713,958,374,754.50$22,626$1,576.08+$3352041078.48MSURGW
6$553,002,537,294,905,860$549,415,853,340,909,500.00$26,175$1,694.09+$553002537294.88MSURGW
7$85,301,813,974,046,130,000$84,710,101,259,140,560,000.00$30,133$1,811.32+$85301813974046.09MSURGW
8$12,303,154,006,383,179,000,000$12,211,881,065,430,949,000,000.00$34,531$1,927.17+$12303154006383178.00MSURGW
9$1,659,267,282,046,792,600,000,000$1,646,102,907,259,962,700,000,000.00$39,403$2,041.08+$1659267282046792704.00MSURGW
10$209,253,913,157,569,130,000,000,000$207,478,497,165,779,060,000,000,000.00$44,787$2,152.59+$209253913157569118208.00MSURGW

SURGW vs JEPQ: Complete Analysis 2026

SURGWStock

SurgePays, Inc. operates as a technology and telecommunications company. It offers mobile broadband services to consumers. The company's fintech platform utilizes a suite of financial and prepaid products to convert corner stores and bodegas into tech-hubs for underbanked neighborhoods. The company also provides ShockWave, an end-to-end cloud-based Software as a Service offering an Omnichannel customer relationship management, billing system, and carrier integrations to the telecommunication and broadband industry. In addition, the company provides Surge Blockchain software, a back-office marketplace offering wholesale consumable goods direct to convenience stores who are transacting on the SurgePays Fintech platform. Further, it offers lead generation and case management solutions primarily to law firms in the mass tort industry. The company was incorporated in 2006 and is headquartered in Bartlett, Tennessee.

Full SURGW 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.