HomeCompareSURVF vs JEPQ

SURVF vs JEPQ: Dividend Comparison 2026

SURVF yields 4.55% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $10.2K in total portfolio value
10 years
SURVF
SURVF
● Live price
4.55%
Share price
$1.20
Annual div
$0.05
5Y div CAGR
11.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.6K
Annual income
$2,262.89
Full SURVF 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 — SURVF vs JEPQ

📍 JEPQ 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 PeriodSURVFJEPQ
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, SURVF + JEPQ cover 0 of 12 monthsgood coverage

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

SURVF
Annual income on $10K today (after 15% tax)
$387.00/yr
After 10yr DRIP, annual income (after tax)
$1,923.46/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, SURVF beats the other by $93.75/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SURVF: 50%JEPQ: 50%
100% JEPQ50/50100% SURVF
Portfolio after 10yr
$39.7K
Annual income
$2,207.74/yr
Blended yield
5.56%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SURVF buys
0
JEPQ buys
0
No recent congressional trades found for SURVF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSURVFJEPQ
Forward yield4.55%11.10%
Annual dividend / share$0.05$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR11.7%0%
Portfolio after 10y$34.6K$44.8K
Annual income after 10y$2,262.89$2,152.59
Total dividends collected$11.8K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSURVF PortfolioSURVF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,209$508.56$11,930$1,110.39$721.00JEPQ
2$12,588$595.06$14,133$1,224.34$1.5KJEPQ
3$14,167$697.66$16,632$1,340.46$2.5KJEPQ
4$15,978$819.65$19,454$1,457.97$3.5KJEPQ
5$18,062$965.05$22,626$1,576.08$4.6KJEPQ
6$20,465$1,138.81$26,175$1,694.09$5.7KJEPQ
7$23,245$1,347.01$30,133$1,811.32$6.9KJEPQ
8$26,469$1,597.16$34,531$1,927.17$8.1KJEPQ
9$30,220$1,898.59$39,403$2,041.08$9.2KJEPQ
10$34,599$2,262.89$44,787$2,152.59$10.2KJEPQ

SURVF vs JEPQ: Complete Analysis 2026

SURVFStock

Listed on 9 December 2004, Suntec REIT holds properties in Suntec City, Singapore's largest integrated commercial development (including one of Singapore's largest shopping Mall), a 66.3% interest in Suntec Singapore Convention & Exhibition Centre, a one-third interest in One Raffles Quay, a one-third interest in Marina Bay Financial Centre Towers 1 and 2 and the Marina Bay Link Mall, and a 30.0% interest in 9 Penang Road. Suntec REIT holds a 100% interest in a commercial building located at 177 Pacific Highway, Sydney, a 100% interest in a commercial building located at 21 Harris Street, Pyrmont, Sydney, a 50.0% interest in Southgate Complex, Melbourne, a 50.0% interest in a commercial building located at Olderfleet 477 Collins Street, Melbourne and a 100% interest in a commercial building located at 55 Currie Street, Adelaide, Australia. Suntec REIT also holds a 50.0% interest in Nova Properties located in London, United Kingdom. Its aim is to invest in income-producing real estate which is primarily used for office and/or retail purposes. Suntec REIT is managed by an external manager, ARA Trust Management (Suntec) Limited.

Full SURVF 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.