HomeCompareSURY vs JEPI

SURY vs JEPI: Dividend Comparison 2026

SURY yields 21978.02% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SURY wins by $133883659849018736640.00M in total portfolio value
10 years
SURY
SURY
● Live price
21978.02%
Share price
$0.01
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$133883659849018736640.00M
Annual income
$132,695,959,531,130,540,000,000,000.00
Full SURY calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.40%
Share price
$56.68
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$1,528.62
Full JEPI calculator →

Portfolio growth — SURY vs JEPI

📍 SURY 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 PeriodSURYJEPI
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, SURY + JEPI cover 0 of 12 monthsgood coverage

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

SURY
Annual income on $10K today (after 15% tax)
$1,868,131.87/yr
After 10yr DRIP, annual income (after tax)
$112,791,565,601,460,960,000,000,000.00/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, SURY beats the other by $112,791,565,601,460,960,000,000,000.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SURY: 50%JEPI: 50%
100% JEPI50/50100% SURY
Portfolio after 10yr
$66941829924509368320.00M
Annual income
$66,347,979,765,565,270,000,000,000.00/yr
Blended yield
99.11%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SURY buys
0
JEPI buys
0
No recent congressional trades found for SURY or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSURYJEPI
Forward yield21978.02%8.40%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$133883659849018736640.00M$29.0K
Annual income after 10y$132,695,959,531,130,540,000,000,000.00$1,528.62
Total dividends collected$133805353031208288256.00M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSURY PortfolioSURY Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$2,208,502$2,197,802.20$11,260$840.19+$2.20MSURY
2$455,994,030$453,630,933.10$12,641$907.94+$455.98MSURY
3$88,022,605,054$87,534,691,441.48$14,150$978.20+$88022.59MSURY
4$15,885,978,830,053$15,791,794,642,644.97$15,795$1,050.85+$15885978.81MSURY
5$2,680,588,588,147,197$2,663,590,590,799,040.50$17,584$1,125.74+$2680588588.13MSURY
6$422,917,156,433,403,260$420,048,926,644,085,700.00$19,526$1,202.74+$422917156433.38MSURY
7$62,388,248,501,996,870,000$61,935,727,144,613,134,000.00$21,628$1,281.69+$62388248501996.84MSURY
8$8,605,714,909,688,405,000,000$8,538,959,483,791,268,000,000.00$23,898$1,362.43+$8605714909688405.00MSURY
9$1,110,000,297,091,772,800,000,000$1,100,792,182,138,406,200,000,000.00$26,347$1,444.79+$1110000297091772800.00MSURY
10$133,883,659,849,018,740,000,000,000$132,695,959,531,130,540,000,000,000.00$28,982$1,528.62+$133883659849018736640.00MSURY

SURY vs JEPI: Complete Analysis 2026

SURYStock

Surya Oil and Gas Corp. focuses on acquiring traditional oil and gas opportunities and energy transition materials. It focuses on mining opportunities in copper, lithium, and gold, as well as other precious and rare earth metals. The company was formerly known as Cunningham Natural Resources Corp and changed its name to Surya Oil and Gas Corp. in July 2025. Surya Oil and Gas Corp. is based in Charleston, West Virginia. As of July 1, 2025, Surya Oil and Gas Corp. operates as a subsidiary of Aruna Holdings, LLC.

Full SURY Calculator →

JEPIETF

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.