HomeCompareSVII vs JEPQ

SVII vs JEPQ: Dividend Comparison 2026

SVII yields 15.75% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SVII wins by $11.3K in total portfolio value
10 years
SVII
SVII
● Live price
15.75%
Share price
$12.70
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$56.1K
Annual income
$4,155.10
Full SVII 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 — SVII vs JEPQ

📍 SVII pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSVIIJEPQ
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%.
📅

Dividend Calendar Overlap

Combined, SVII + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SVII pays
JEPQ pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

SVII
Annual income on $10K today (after 15% tax)
$1,338.58/yr
After 10yr DRIP, annual income (after tax)
$3,531.84/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, SVII beats the other by $1,702.13/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SVII: 50%JEPQ: 50%
100% JEPQ50/50100% SVII
Portfolio after 10yr
$50.4K
Annual income
$3,153.84/yr
Blended yield
6.25%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SVII buys
0
JEPQ buys
0
No recent congressional trades found for SVII or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVIIJEPQ
Forward yield15.75%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$56.1K$44.8K
Annual income after 10y$4,155.10$2,152.59
Total dividends collected$27.9K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSVII PortfolioSVII Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,275$1,574.80$11,930$1,110.39+$345.00SVII
2$14,941$1,806.58$14,133$1,224.34+$808.00SVII
3$18,042$2,055.07$16,632$1,340.46+$1.4KSVII
4$21,624$2,319.25$19,454$1,457.97+$2.2KSVII
5$25,735$2,597.89$22,626$1,576.08+$3.1KSVII
6$30,426$2,889.59$26,175$1,694.09+$4.3KSVII
7$35,749$3,192.81$30,133$1,811.32+$5.6KSVII
8$41,757$3,505.93$34,531$1,927.17+$7.2KSVII
9$48,508$3,827.27$39,403$2,041.08+$9.1KSVII
10$56,058$4,155.10$44,787$2,152.59+$11.3KSVII

SVII vs JEPQ: Complete Analysis 2026

SVIIStock

Spring Valley Acquisition Corp. II intends to acquire assets and businesses through a merger, share exchange, share purchase, reorganization, or similar business combination. It intends to focus on businesses in an alternative energy industry, including clean energy and storage, smart grid/efficiency, environmental services and recycling, mobility, water and wastewater management, advanced materials, and technology enabled services. The company was founded in 2021 and is based in Dallas, Texas.

Full SVII 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 →
📬

Get this SVII vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SVII vs SCHDSVII vs JEPISVII vs OSVII vs KOSVII vs MAINSVII vs XYLDSVII vs QYLDSVII vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.