Is SZSMF or JEPQ a better dividend investment in 2026?

SZSMF currently yields 903.63% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: SZSMF offers higher current income.

What is the dividend yield difference between SZSMF and JEPQ?

SZSMF has a forward dividend yield of 903.63% ($2.00/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 892.53 percentage points.

Home › Compare › SZSMF vs JEPQ

SZSMF vs JEPQ: Dividend Comparison 2026

SZSMF yields 903.63% · JEPQ yields 11.10%● Live data

vsPost on X →

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

🏆 SZSMF wins by $7835588.71M in total portfolio value

INVESTMENT

TIME HORIZON10 years

SZSMF

● Live price

903.63%

Share price

$0.22

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$7835588.76M

Annual income

$6,434,772,264,213.95

Full SZSMF 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 — SZSMF vs JEPQ

📍 SZSMF 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 Period	SZSMF	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%.

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Dividend Calendar Overlap

Combined, SZSMF + JEPQ cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

—

SZSMF pays

JEPQ pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SZSMF

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

$76,808.39/yr

After 10yr DRIP, annual income (after tax)

$5,469,556,424,581.86/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, SZSMF beats the other by $5,469,556,422,752.16/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

SZSMF: 50%JEPQ: 50%

100% JEPQ50/50100% SZSMF

Portfolio after 10yr

$3917794.40M

Annual income

$3,217,386,133,183.27/yr

Blended yield

82.12%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SZSMF buys

JEPQ buys

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

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

MetricSZSMFJEPQ

Forward yield	903.63% ✓	11.10%
Annual dividend / share	$2.00	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$7835588.76M ✓	$44.8K
Annual income after 10y	$6,434,772,264,213.95 ✓	$2,152.59
Total dividends collected	$7726954.10M ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	SZSMF Portfolio	SZSMF Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$101,063	$90,362.81	$11,930	$1,110.39	+$89.1K → SZSMF
2	$961,625	$853,487.74	$14,133	$1,224.34	+$947.5K → SZSMF
3	$8,618,696	$7,589,757.11	$16,632	$1,340.46	+$8.60M → SZSMF
4	$72,796,062	$63,574,057.63	$19,454	$1,457.97	+$72.78M → SZSMF
5	$579,728,567	$501,836,780.08	$22,626	$1,576.08	+$579.71M → SZSMF
6	$4,355,351,863	$3,735,042,297.19	$26,175	$1,694.09	+$4355.33M → SZSMF
7	$30,884,912,223	$26,224,685,728.81	$30,133	$1,811.32	+$30884.88M → SZSMF
8	$206,846,802,898	$173,799,946,819.70	$34,531	$1,927.17	+$206846.77M → SZSMF
9	$1,309,174,292,509	$1,087,848,213,407.92	$39,403	$2,041.08	+$1309174.25M → SZSMF
10	$7,835,588,757,198	$6,434,772,264,213.95	$44,787	$2,152.59	+$7835588.71M → SZSMF

SZSMF vs JEPQ: Complete Analysis 2026

SZSMF — Stock

Santacruz Silver Mining Ltd., together with its subsidiaries, engages in the acquisition, exploration, development, and operation of mineral properties in Mexico. The company primarily explores for silver and zinc, as well as lead and copper deposits. It holds interests in the Zimapan Mine that consists of 34 mining concessions covering an area of 5,139 hectares located in Hidalgo, Mexico; and two exploration properties, which include the La Pechuga Property and the Santa Gorgonia Prospect. The company was formerly known as Forte Resources Inc. and changed its name to Santacruz Silver Mining Ltd. in April 2012. Santacruz Silver Mining Ltd. was incorporated in 2011 and is based in Vancouver, Canada.

Full SZSMF 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 →

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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.