Is SURRY or JEPI a better dividend investment in 2026?

SURRY currently yields 16.00% with a 5% 5-year dividend growth rate. JEPI yields 8.40% with 2.1% growth. The better choice depends on your goal: SURRY offers higher current income.

What is the dividend yield difference between SURRY and JEPI?

SURRY has a forward dividend yield of 16.00% ($0.30/share annually). JEPI yields 8.40% ($4.76/share annually). The yield gap is 7.60 percentage points.

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SURRY vs JEPI: Dividend Comparison 2026

SURRY yields 16.00% · JEPI yields 8.40%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 SURRY wins by $866.51M in total portfolio value

INVESTMENT

TIME HORIZON10 years

SURRY

● Live price

16.00%

Share price

$1.90

Annual div

$0.30

5Y div CAGR

60.8%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$866.54M

Annual income

$783,243,046.55

Full SURRY calculator →

JEPI

JPMorgan Equity Premium Income ETF

● Live price

8.40%

Share price

$56.68

Annual div

$4.76

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.0K

Annual income

$1,528.62

Full JEPI calculator →

Portfolio growth — SURRY vs JEPI

📍 SURRY 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 Period	SURRY	JEPI
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, SURRY + JEPI cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SURRY pays

JEPI pays

Both pay

Neither

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Tax Bracket Optimizer

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

SURRY

Annual income on $10K today (after 15% tax)

$1,360.36/yr

After 10yr DRIP, annual income (after tax)

$665,756,589.57/yr

JEPI

Annual income on $10K today (after 15% tax)

$714.16/yr

After 10yr DRIP, annual income (after tax)

$1,299.33/yr

At 15% tax rate, SURRY beats the other by $665,755,290.24/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

What's the optimal mix of SURRY + JEPI for your $10,000?

SURRY: 50%JEPI: 50%

100% JEPI50/50100% SURRY

Portfolio after 10yr

$433.29M

Annual income

$391,622,287.58/yr

Blended yield

90.38%

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Analyst Conviction Gap

Where Wall Street is split right now

SURRY

Analyst Ratings

Hold

Consensus: Hold

Altman Z

7.8

Piotroski

6/9

JEPI

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)

SURRY buys

JEPI buys

No recent congressional trades found for SURRY or JEPI in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSURRYJEPI

Forward yield	16.00% ✓	8.40%
Annual dividend / share	$0.30	$4.76 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	60.8% ✓	0%
Portfolio after 10y	$866.54M ✓	$29.0K
Annual income after 10y	$783,243,046.55 ✓	$1,528.62
Total dividends collected	$860.20M ✓	$11.7K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

Year-by-year: SURRY vs JEPI ($10,000, DRIP)

Year	SURRY Portfolio	SURRY Income/yr	JEPI Portfolio	JEPI Income/yr	Gap
1← crossover	$13,273	$2,573.48	$11,260	$840.19	+$2.0K → SURRY
2	$19,336	$5,133.43	$12,641	$907.94	+$6.7K → SURRY
3	$31,928	$11,238.09	$14,150	$978.20	+$17.8K → SURRY
4	$62,049	$27,886.51	$15,795	$1,050.85	+$46.3K → SURRY
5	$147,838	$81,445.09	$17,584	$1,125.74	+$130.3K → SURRY
6	$449,806	$291,619.55	$19,526	$1,202.74	+$430.3K → SURRY
7	$1,814,688	$1,333,395.43	$21,628	$1,281.69	+$1.79M → SURRY
8	$10,025,934	$8,084,218.66	$23,898	$1,362.43	+$10.00M → SURRY
9	$77,849,504	$67,121,753.69	$26,347	$1,444.79	+$77.82M → SURRY
10	$866,542,015	$783,243,046.55	$28,982	$1,528.62	+$866.51M → SURRY

SURRY vs JEPI: Complete Analysis 2026

SURRY — Stock

Sun Art Retail Group Limited, an investment holding company, operates brick-and-mortar stores and online sales channels in the People's Republic of China. It operates hypermarkets, superstores, and mini stores under RT-Mart, RT-Super, and RT-Mini names. As of March 31, 2022, it had a total of 490 hypermarkets, nine superstores, and 103 mini stores. The company also provides consulting, investment, wholesaling, and retailing services. Sun Art Retail Group Limited was founded in 1998 and is based in Shanghai, the People's Republic of China.

Full SURRY Calculator →

JEPI — ETF

The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.

Full JEPI 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.