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SVIIR vs JEPQ: Dividend Comparison 2026

SVIIR yields 261.20% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SVIIR wins by $609.17M in total portfolio value
10 years
SVIIR
SVIIR
● Live price
261.20%
Share price
$0.77
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$609.22M
Annual income
$347,503,564.73
Full SVIIR 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 — SVIIR vs JEPQ

📍 SVIIR 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 PeriodSVIIRJEPQ
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, SVIIR + JEPQ cover 0 of 12 monthsgood coverage

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

SVIIR
Annual income on $10K today (after 15% tax)
$22,201.91/yr
After 10yr DRIP, annual income (after tax)
$295,378,030.02/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, SVIIR beats the other by $295,376,200.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SVIIR: 50%JEPQ: 50%
100% JEPQ50/50100% SVIIR
Portfolio after 10yr
$304.63M
Annual income
$173,752,858.66/yr
Blended yield
57.04%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SVIIR buys
0
JEPQ buys
0
No recent congressional trades found for SVIIR or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVIIRJEPQ
Forward yield261.20%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$609.22M$44.8K
Annual income after 10y$347,503,564.73$2,152.59
Total dividends collected$581.71M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSVIIR PortfolioSVIIR Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$36,820$26,119.89$11,930$1,110.39+$24.9KSVIIR
2$129,279$89,881.45$14,133$1,224.34+$115.1KSVIIR
3$433,266$294,938.10$16,632$1,340.46+$416.6KSVIIR
4$1,387,389$923,793.63$19,454$1,457.97+$1.37MSVIIR
5$4,249,119$2,764,613.11$22,626$1,576.08+$4.23MSVIIR
6$12,459,743$7,913,185.51$26,175$1,694.09+$12.43MSVIIR
7$35,017,840$21,685,915.39$30,133$1,811.32+$34.99MSVIIR
8$94,429,650$56,960,561.35$34,531$1,927.17+$94.40MSVIIR
9$244,591,812$143,552,086.26$39,403$2,041.08+$244.55MSVIIR
10$609,216,804$347,503,564.73$44,787$2,152.59+$609.17MSVIIR

SVIIR vs JEPQ: Complete Analysis 2026

SVIIRStock

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 SVIIR 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.