HomeCompareSWTX vs JEPQ

SWTX vs JEPQ: Dividend Comparison 2026

SWTX yields 4.26% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $19.4K in total portfolio value
10 years
SWTX
SWTX
● Live price
4.26%
Share price
$46.99
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.4K
Annual income
$559.22
Full SWTX 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 — SWTX 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 PeriodSWTXJEPQ
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, SWTX + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SWTX
Annual income on $10K today (after 15% tax)
$361.78/yr
After 10yr DRIP, annual income (after tax)
$475.34/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, JEPQ beats the other by $1,453.47/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWTX: 50%JEPQ: 50%
100% JEPQ50/50100% SWTX
Portfolio after 10yr
$36.1K
Annual income
$1,414.20/yr
Blended yield
3.92%
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Analyst Conviction Gap

Where Wall Street is most bullish on SWTX right now

SWTX
Analyst Ratings
7
Buy
4
Hold
Consensus: Buy
Price Target
$65.40
+39.2% upside vs current
Range: $47.00 — $78.00
Altman Z
20.1
Piotroski
3/9
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)

SWTX buys
0
JEPQ buys
0
No recent congressional trades found for SWTX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWTXJEPQ
Forward yield4.26%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$26.4K$45.8K
Annual income after 10y$559.22$2,269.18
Total dividends collected$5.0K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSWTX PortfolioSWTX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,126$425.62$11,967$1,146.53$841.00JEPQ
2$12,347$442.55$14,216$1,268.02$1.9KJEPQ
3$13,670$459.00$16,774$1,392.20$3.1KJEPQ
4$15,102$474.95$19,667$1,518.21$4.6KJEPQ
5$16,650$490.37$22,925$1,645.21$6.3KJEPQ
6$18,320$505.26$26,578$1,772.40$8.3KJEPQ
7$20,122$519.58$30,656$1,899.04$10.5KJEPQ
8$22,064$533.36$35,194$2,024.45$13.1KJEPQ
9$24,155$546.57$40,228$2,148.01$16.1KJEPQ
10$26,405$559.22$45,796$2,269.18$19.4KJEPQ

SWTX vs JEPQ: Complete Analysis 2026

SWTXStock

SpringWorks Therapeutics, Inc. acquires, develops, and commercializes medicines for underserved patient populations suffering from rare diseases and cancer. Its lead product candidate is nirogacestat, an oral small molecule gamma secretase inhibitor that is in Phase III clinical trial for the treatment of desmoid tumors. The company is also developing mirdametinib, an oral small molecule MEK inhibitor that is in Phase 2b clinical trials for the treatment of neurofibromatosis type 1-associated plexiform neurofibromas, as well as Phase 1/2a clinical trial for the treatment of NF1-PN; mirdametinib + lifirafenib, a combination therapy that is in Phase 1b/2 clinical trial in patients with advanced or refractory solid tumors; and mirdametinib in monotherapy and combination approaches to treat solid tumors. In addition, it develops BGB-3245, an oral selective small molecule inhibitor of monomeric and dimeric forms of activating BRAF mutations, which is in Phase I clinical trial. The company has collaborations with BeiGene, Ltd., GlaxoSmithKline LLC, and Allogene to develop combination approaches with nirogacestat and mirdametinib; and license agreements with Pfizer Inc. for nirogacestat and mirdametinib. It also has a license agreement with Katholieke Universiteit Leuven and the Flanders Institute for Biotechnology for a portfolio of novel small molecule inhibitors of the TEA Domain; and Dana-Farber Cancer Institute for a portfolio of novel small molecule inhibitors of Epidermal Growth Factor Receptor. In addition, the company has clinical collaboration agreement with Janssen Biotech, Inc., Precision BioSciences, Inc., Seagen Inc., and AbbVie, Inc. SpringWorks Therapeutics, Inc. was founded in 2017 and is headquartered in Stamford, Connecticut.

Full SWTX 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.