HomeCompareSURYY vs JEPQ

SURYY vs JEPQ: Dividend Comparison 2026

SURYY yields 0.93% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SURYY wins by $3.56M in total portfolio value· pulled ahead in Year 6
10 years
SURYY
SURYY
● Live price
0.93%
Share price
$13.73
Annual div
$0.13
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$3.61M
Annual income
$2,991,719.49
Full SURYY 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 — SURYY vs JEPQ

📍 SURYY pulled ahead of the other in Year 6

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 PeriodSURYYJEPQ
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, SURYY + JEPQ cover 0 of 12 monthsgood coverage

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

SURYY
Annual income on $10K today (after 15% tax)
$79.12/yr
After 10yr DRIP, annual income (after tax)
$2,542,961.57/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, SURYY beats the other by $2,541,131.87/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SURYY: 50%JEPQ: 50%
100% JEPQ50/50100% SURYY
Portfolio after 10yr
$1.83M
Annual income
$1,496,936.04/yr
Blended yield
81.93%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SURYY buys
0
JEPQ buys
0
No recent congressional trades found for SURYY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSURYYJEPQ
Forward yield0.93%11.10%
Annual dividend / share$0.13$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$3.61M$44.8K
Annual income after 10y$2,991,719.49$2,152.59
Total dividends collected$3.54M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSURYY PortfolioSURYY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$10,886$186.16$11,930$1,110.39$1.0KJEPQ
2$12,027$378.79$14,133$1,224.34$2.1KJEPQ
3$13,651$782.22$16,632$1,340.46$3.0KJEPQ
4$16,266$1,659.53$19,454$1,457.97$3.2KJEPQ
5$21,101$3,696.15$22,626$1,576.08$1.5KJEPQ
6← crossover$31,540$8,962.15$26,175$1,694.09+$5.4KSURYY
7$58,787$25,039.18$30,133$1,811.32+$28.7KSURYY
8$150,136$87,233.77$34,531$1,927.17+$115.6KSURYY
9$577,067$416,421.60$39,403$2,041.08+$537.7KSURYY
10$3,609,181$2,991,719.49$44,787$2,152.59+$3.56MSURYY

SURYY vs JEPQ: Complete Analysis 2026

SURYYStock

Sumitomo Realty & Development Co., Ltd. engages in the real estate business in Japan. It operates through five segments: Leasing, Sales, Construction, Brokerage, and Other. The Leasing segment leases and manages office buildings, rental apartments, etc., as well as operates and manages hotels, event halls, retail facilities, land lots, etc. The Sales segment sells condominium units, detached houses, etc. The Construction segment is involved in the construction and remodeling of detached houses, condominiums, etc. The Brokerage segment offers real estate brokerage services, as well as acts as a sales agent of residential properties. The Other segment is involved in the fitness and restaurant businesses. Further, it offers monthly parking lot, house cleaning/housekeeping, interior designing, catering, convenience stores, and insurance and advertisement agency services. It serves corporate and private customers. The company was formerly known as Izumi Real Estate Co., Ltd. and changed its name to Sumitomo Realty & Development Co., Ltd. in 1957. Sumitomo Realty & Development Co., Ltd. was incorporated in 1949 and is headquartered in Tokyo, Japan.

Full SURYY 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.