HomeCompareSZC vs JEPQ

SZC vs JEPQ: Dividend Comparison 2026

SZC yields 125.97% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SZC wins by $5.4K in total portfolio value
10 years
SZC
SZC
● Live price
125.97%
Share price
$40.78
Annual div
$51.38
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$50.2K
Annual income
$31.37
Full SZC 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 — SZC vs JEPQ

📍 SZC 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 PeriodSZCJEPQ
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, SZC + JEPQ cover 0 of 12 monthsgood coverage

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

SZC
Annual income on $10K today (after 15% tax)
$10,707.34/yr
After 10yr DRIP, annual income (after tax)
$26.66/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 $1,803.04/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SZC: 50%JEPQ: 50%
100% JEPQ50/50100% SZC
Portfolio after 10yr
$47.5K
Annual income
$1,091.98/yr
Blended yield
2.30%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SZC buys
0
JEPQ buys
0
No recent congressional trades found for SZC or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSZCJEPQ
Forward yield125.97%11.10%
Annual dividend / share$51.38$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$50.2K$44.8K
Annual income after 10y$31.37$2,152.59
Total dividends collected$18.2K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSZC PortfolioSZC Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$16,998$6,298.44$11,930$1,110.39+$5.1KSZC
2$23,191$5,002.97$14,133$1,224.34+$9.1KSZC
3$28,004$3,189.56$16,632$1,340.46+$11.4KSZC
4$31,764$1,799.76$19,454$1,457.97+$12.3KSZC
5$34,942$953.93$22,626$1,576.08+$12.3KSZC
6$37,878$490.35$26,175$1,694.09+$11.7KSZC
7$40,778$248.39$30,133$1,811.32+$10.6KSZC
8$43,757$124.96$34,531$1,927.17+$9.2KSZC
9$46,883$62.66$39,403$2,041.08+$7.5KSZC
10$50,196$31.37$44,787$2,152.59+$5.4KSZC

SZC vs JEPQ: Complete Analysis 2026

SZCStock

NXG NextGen Infrastructure Income Fund is a closed ended equity mutual fund launched and managed by Cushing MLP Asset Management, LP. The fund invests in stocks of companies across the energy supply chain spectrum, including upstream, midstream and downstream energy companies, as well as oil and gas services and logistics companies, energy-intensive chemical, metal and industrial and manufacturing companies and engineering and construction companies. NXG NextGen Infrastructure Income Fund was formed in 2012 and is domiciled in the United States.

Full SZC 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.