Is SWM or JEPQ a better dividend investment in 2026?

SWM currently yields 88.70% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: SWM offers higher current income.

What is the dividend yield difference between SWM and JEPQ?

SWM has a forward dividend yield of 88.70% ($20.76/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 77.60 percentage points.

Home › Compare › SWM vs JEPQ

SWM vs JEPQ: Dividend Comparison 2026

SWM yields 88.70% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 JEPQ wins by $5.6K in total portfolio value· pulled ahead in Year 8

INVESTMENT

TIME HORIZON10 years

SWM

● Live price

88.70%

Share price

$23.41

Annual div

$20.76

5Y div CAGR

-50%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$39.2K

Annual income

$17.23

Full SWM calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — SWM vs JEPQ

📍 JEPQ pulled ahead of the other in Year 8

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 Period	SWM	JEPQ
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, SWM + JEPQ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SWM pays

JEPQ pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SWM

Annual income on $10K today (after 15% tax)

$7,539.62/yr

After 10yr DRIP, annual income (after tax)

$14.65/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, JEPQ beats the other by $1,815.06/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SWM: 50%JEPQ: 50%

100% JEPQ50/50100% SWM

Portfolio after 10yr

$42.0K

Annual income

$1,084.91/yr

Blended yield

2.58%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on SWM right now

SWM

Analyst Ratings

Buy

Hold

Consensus: Buy

Altman Z

1.7

Piotroski

4/9

JEPQ

No analyst data

Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWM buys

JEPQ buys

No recent congressional trades found for SWM or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSWMJEPQ

Forward yield	88.70% ✓	11.10%
Annual dividend / share	$20.76 ✓	$6.16
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	-50%	0% ✓
Portfolio after 10y	$39.2K	$44.8K ✓
Annual income after 10y	$17.23	$2,152.59 ✓
Total dividends collected	$11.5K	$16.3K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	SWM Portfolio	SWM Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1	$15,135	$4,435.07	$11,930	$1,110.39	+$3.2K → SWM
2	$19,331	$3,136.69	$14,133	$1,224.34	+$5.2K → SWM
3	$22,557	$1,872.11	$16,632	$1,340.46	+$5.9K → SWM
4	$25,156	$1,020.78	$19,454	$1,457.97	+$5.7K → SWM
5	$27,449	$531.98	$22,626	$1,576.08	+$4.8K → SWM
6	$29,642	$271.24	$26,175	$1,694.09	+$3.5K → SWM
7	$31,854	$136.87	$30,133	$1,811.32	+$1.7K → SWM
8← crossover	$34,152	$68.73	$34,531	$1,927.17	$379.00 → JEPQ
9	$36,577	$34.44	$39,403	$2,041.08	$2.8K → JEPQ
10	$39,155	$17.23	$44,787	$2,152.59	$5.6K → JEPQ

SWM vs JEPQ: Complete Analysis 2026

SWM — Stock

Schweitzer-Mauduit International, Inc., together with its subsidiaries, provides engineered solutions and advanced materials for various industries worldwide. It operates through two segments, Advanced Materials & Structures and Engineered Papers. The Advanced Materials & Structures segment manufactures and sells resin-based rolled goods, such as nets, films and meltblown materials, bonding products, and adhesive components, as well as offers other coating solutions and converting services for healthcare, construction, industrial, transportation and filtration end-markets. The Engineered Papers segment provides low ignition propensity cigarette papers that are designed to self-extinguish when not actively being smoked; reconstituted tobacco leaf, and wrapper and binder products use in machine-made cigars; alkaline battery separator papers; and commodity paper grades for printing and writing, flooring laminates, and food service packaging. It also offers Botani, a hemp and botanical solution, which includes hemp wraps, fillers, and rolling/pre-roll papers for the natural fibers industry. The company was incorporated in 1995 and is headquartered in Alpharetta, Georgia.

Full SWM Calculator →

JEPQ — ETF

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 SWM vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SWM vs SCHD SWM vs JEPI SWM vs O SWM vs KO SWM vs MAIN SWM vs XYLD SWM vs QYLD SWM 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.