HomeCompareSVMRF vs JEPQ

SVMRF vs JEPQ: Dividend Comparison 2026

SVMRF yields 1.62% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SVMRF wins by $226.5K in total portfolio value· pulled ahead in Year 7
10 years
SVMRF
SVMRF
● Live price
1.62%
Share price
$2.25
Annual div
$0.04
5Y div CAGR
64.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$272.3K
Annual income
$150,016.42
Full SVMRF calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — SVMRF vs JEPQ

📍 SVMRF pulled ahead of the other in Year 7

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 PeriodSVMRFJEPQ
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, SVMRF + JEPQ cover 0 of 12 monthsgood coverage

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

SVMRF
Annual income on $10K today (after 15% tax)
$137.95/yr
After 10yr DRIP, annual income (after tax)
$127,513.96/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, SVMRF beats the other by $125,585.15/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SVMRF: 50%JEPQ: 50%
100% JEPQ50/50100% SVMRF
Portfolio after 10yr
$159.1K
Annual income
$76,142.80/yr
Blended yield
47.87%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SVMRF buys
0
JEPQ buys
0
No recent congressional trades found for SVMRF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVMRFJEPQ
Forward yield1.62%11.47%
Annual dividend / share$0.04$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR64.9%0%
Portfolio after 10y$272.3K$45.8K
Annual income after 10y$150,016.42$2,269.18
Total dividends collected$240.0K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSVMRF PortfolioSVMRF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$10,968$267.62$11,967$1,146.53$999.00JEPQ
2$12,188$452.35$14,216$1,268.02$2.0KJEPQ
3$13,816$774.68$16,774$1,392.20$3.0KJEPQ
4$16,136$1,353.33$19,667$1,518.21$3.5KJEPQ
5$19,701$2,435.95$22,925$1,645.21$3.2KJEPQ
6$25,664$4,583.62$26,578$1,772.40$914.00JEPQ
7← crossover$36,662$9,201.83$30,656$1,899.04+$6.0KSVMRF
8$59,487$20,258.44$35,194$2,024.45+$24.3KSVMRF
9$114,309$50,657.68$40,228$2,148.01+$74.1KSVMRF
10$272,327$150,016.42$45,796$2,269.18+$226.5KSVMRF

SVMRF vs JEPQ: Complete Analysis 2026

SVMRFStock

Magnora ASA operates as a renewable energy development company. It primarily focuses on developing wind and solar PV projects. The company also hold license agreements with the Dana Western Isles and Shell Penguins FPSO. It serves oil companies and marine contractors in the United Kingdom, Norway, and Sweden. The company was formerly known as Sevan Marine ASA and changed its name to Magnora ASA in October 2018. Magnora ASA was incorporated in 2001 and is based in Oslo, Norway.

Full SVMRF 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.