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SVVB vs JEPQ: Dividend Comparison 2026

SVVB yields 11.36% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $3.4K in total portfolio value
10 years
SVVB
SVVB
● Live price
11.36%
Share price
$17.60
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$42.4K
Annual income
$2,312.98
Full SVVB 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 — SVVB vs JEPQ

📍 JEPQ 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 PeriodSVVBJEPQ
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, SVVB + JEPQ cover 0 of 12 monthsgood coverage

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

SVVB
Annual income on $10K today (after 15% tax)
$965.91/yr
After 10yr DRIP, annual income (after tax)
$1,966.03/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, SVVB beats the other by $37.23/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SVVB: 50%JEPQ: 50%
100% JEPQ50/50100% SVVB
Portfolio after 10yr
$44.1K
Annual income
$2,291.08/yr
Blended yield
5.20%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SVVB buys
0
JEPQ buys
0
No recent congressional trades found for SVVB or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVVBJEPQ
Forward yield11.36%11.47%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$42.4K$45.8K
Annual income after 10y$2,312.98$2,269.18
Total dividends collected$17.1K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSVVB PortfolioSVVB Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,836$1,136.36$11,967$1,146.53$131.00JEPQ
2$13,922$1,257.05$14,216$1,268.02$294.00JEPQ
3$16,278$1,381.82$16,774$1,392.20$496.00JEPQ
4$18,928$1,509.99$19,667$1,518.21$739.00JEPQ
5$21,894$1,640.90$22,925$1,645.21$1.0KJEPQ
6$25,200$1,773.85$26,578$1,772.40$1.4KJEPQ
7$28,872$1,908.16$30,656$1,899.04$1.8KJEPQ
8$32,936$2,043.20$35,194$2,024.45$2.3KJEPQ
9$37,420$2,178.33$40,228$2,148.01$2.8KJEPQ
10$42,353$2,312.98$45,796$2,269.18$3.4KJEPQ

SVVB vs JEPQ: Complete Analysis 2026

SVVBStock

Savi Financial Corporation, Inc. operates as a financial holding company for SaviBank that provides various commercial banking products and services for small and middle-market businesses, and individuals in and around Skagit, Island, and Whatcom counties in the United States. It offers checking accounts, savings accounts, money market accounts, certificates of deposit, and individual retirement accounts. The company also provides commercial real estate, commercial term, government guaranteed small business lending, and small business administration disaster loans, as well as commercial lines of credit; home loans; and auto loans, boat or other recreational vehicle loans, home equity fixed rate loans, and home equity line of credit. In addition, it offers remote deposit capture services; merchant card services; cash management services, such as ACH transactions, account transfer, bill pay, and online wire transfer services; and credit and debit cards. Further, the company provides online banking services. It operates through nine branch locations in Anacortes, Burlington, Bellingham, Concrete, Mt.Vernon, Oak Harbor, Sedro-Woolley, and Freeland, Washington. Savi Financial Corporation, Inc. was founded in 2005 and is based in Burlington, Washington.

Full SVVB 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.