HomeCompareSZGPF vs JEPQ

SZGPF vs JEPQ: Dividend Comparison 2026

SZGPF yields 0.55% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $24.3K in total portfolio value
10 years
SZGPF
SZGPF
● Live price
0.55%
Share price
$42.25
Annual div
$0.23
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.4K
Annual income
$57.43
Full SZGPF 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 — SZGPF 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 PeriodSZGPFJEPQ
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, SZGPF + JEPQ cover 0 of 12 monthsgood coverage

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

SZGPF
Annual income on $10K today (after 15% tax)
$47.09/yr
After 10yr DRIP, annual income (after tax)
$48.82/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 $1,780.89/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SZGPF: 50%JEPQ: 50%
100% JEPQ50/50100% SZGPF
Portfolio after 10yr
$32.6K
Annual income
$1,105.01/yr
Blended yield
3.39%
📊

Analyst Conviction Gap

Where Wall Street is split right now

SZGPF
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
2.0
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)

SZGPF buys
0
JEPQ buys
0
No recent congressional trades found for SZGPF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSZGPFJEPQ
Forward yield0.55%11.10%
Annual dividend / share$0.23$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.4K$44.8K
Annual income after 10y$57.43$2,152.59
Total dividends collected$565.00$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSZGPF PortfolioSZGPF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,755$55.40$11,930$1,110.39$1.2KJEPQ
2$11,564$55.69$14,133$1,224.34$2.6KJEPQ
3$12,429$55.96$16,632$1,340.46$4.2KJEPQ
4$13,356$56.21$19,454$1,457.97$6.1KJEPQ
5$14,347$56.45$22,626$1,576.08$8.3KJEPQ
6$15,408$56.67$26,175$1,694.09$10.8KJEPQ
7$16,543$56.88$30,133$1,811.32$13.6KJEPQ
8$17,759$57.07$34,531$1,927.17$16.8KJEPQ
9$19,059$57.26$39,403$2,041.08$20.3KJEPQ
10$20,450$57.43$44,787$2,152.59$24.3KJEPQ

SZGPF vs JEPQ: Complete Analysis 2026

SZGPFStock

Salzgitter AG, together with its subsidiaries, engages in steel and technology businesses worldwide. It operates through five segments: Strip Steel, Plate/Section Steel, Mannesmann, Trading, and Technology. The Strip Steel segment manufactures branded and special steels, such as hot-rolled strip steel and steel sheets, sections, tailored blanks, and components for the construction industry. The Plate/Section Steel segment produces various high-grade heavy plates for engineering, shipbuilding, and mechanical engineering, as well as trades in scrap. The Mannesmann segment is involved in the manufacture of line pipes, HFI-welded tubes, precision and stainless-steel tubes, and spiral-welded and longitudinal-welded large-diameter pipes; and seamless and welded tubes for the energy, automotive, and mechanical engineering sectors. The Trading segment operates a European sales network, as well as trading companies and agencies worldwide. The Technology segment engages in the provision of machinery and plants for the filling and packaging of beverages, as well as special machinery engineering for shoe manufacturing and elastomer production. The company also provides IT, facility management, logistics, automotive engineering, and research and development services, as well as supplies raw materials. Salzgitter AG was founded in 1858 and is headquartered in Salzgitter, Germany.

Full SZGPF 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.