HomeCompareSUSRF vs JEPQ

SUSRF vs JEPQ: Dividend Comparison 2026

SUSRF yields 70.42% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SUSRF wins by $1.03M in total portfolio value
10 years
SUSRF
SUSRF
● Live price
70.42%
Share price
$2.84
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1.07M
Annual income
$282,657.96
Full SUSRF 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 — SUSRF vs JEPQ

📍 SUSRF 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 PeriodSUSRFJEPQ
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, SUSRF + JEPQ cover 0 of 12 monthsgood coverage

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

SUSRF
Annual income on $10K today (after 15% tax)
$5,985.92/yr
After 10yr DRIP, annual income (after tax)
$240,259.27/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, SUSRF beats the other by $238,429.56/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SUSRF: 50%JEPQ: 50%
100% JEPQ50/50100% SUSRF
Portfolio after 10yr
$558.5K
Annual income
$142,405.27/yr
Blended yield
25.50%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SUSRF buys
0
JEPQ buys
0
No recent congressional trades found for SUSRF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSUSRFJEPQ
Forward yield70.42%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$1.07M$44.8K
Annual income after 10y$282,657.96$2,152.59
Total dividends collected$914.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSUSRF PortfolioSUSRF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$17,742$7,042.25$11,930$1,110.39+$5.8KSUSRF
2$30,661$11,677.14$14,133$1,224.34+$16.5KSUSRF
3$51,667$18,859.73$16,632$1,340.46+$35.0KSUSRF
4$84,985$29,701.39$19,454$1,457.97+$65.5KSUSRF
5$136,593$45,658.47$22,626$1,576.08+$114.0KSUSRF
6$214,738$68,583.71$26,175$1,694.09+$188.6KSUSRF
7$330,537$100,766.97$30,133$1,811.32+$300.4KSUSRF
8$498,633$144,958.95$34,531$1,927.17+$464.1KSUSRF
9$737,910$204,372.63$39,403$2,041.08+$698.5KSUSRF
10$1,072,222$282,657.96$44,787$2,152.59+$1.03MSUSRF

SUSRF vs JEPQ: Complete Analysis 2026

SUSRFStock

Surgical Science Sweden AB (publ) develops and markets virtual reality (VR) simulators for evidence-based laparoscopic and endoscopic training. It offers LapSim training system comprising LapSim ST develops to train surgical technologists and surgical assistants; and LapSim essence, a portable and ready-to-use VR simulator. The company also provides EndoSim system, an endoscopy simulator that delivers medical simulation training; TeamSim, a dynamic platform for inter-professional education development taking surgery simulation into the real world teamwork; Simball Box, which offers feedback on velocity with tutorial task videos showing a preferred approach; simbionix simulators; and robotic surgery simulators. Surgical Science AB was founded in 1999 and is headquartered in Gothenburg, Sweden.

Full SUSRF 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.