HomeCompareAAA vs JEPQ

AAA vs JEPQ: Dividend Comparison 2026

AAA yields 4.63% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $18.7K in total portfolio value
10 years
AAA
AAA
● Live price
4.63%
Share price
$24.90
Annual div
$1.15
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.1K
Annual income
$622.98
Full AAA 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 — AAA 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 PeriodAAAJEPQ
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, AAA + JEPQ cover 0 of 12 monthsgood coverage

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

AAA
Annual income on $10K today (after 15% tax)
$393.61/yr
After 10yr DRIP, annual income (after tax)
$529.53/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 $1,399.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AAA: 50%JEPQ: 50%
100% JEPQ50/50100% AAA
Portfolio after 10yr
$36.4K
Annual income
$1,446.08/yr
Blended yield
3.97%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AAA buys
0
JEPQ buys
0
No recent congressional trades found for AAA or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAAAJEPQ
Forward yield4.63%11.47%
Annual dividend / share$1.15$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.1K$45.8K
Annual income after 10y$622.98$2,269.18
Total dividends collected$5.5K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAAA PortfolioAAA Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,163$463.08$11,967$1,146.53$804.00JEPQ
2$12,428$483.12$14,216$1,268.02$1.8KJEPQ
3$13,800$502.66$16,774$1,392.20$3.0KJEPQ
4$15,288$521.66$19,667$1,518.21$4.4KJEPQ
5$16,898$540.09$22,925$1,645.21$6.0KJEPQ
6$18,639$557.92$26,578$1,772.40$7.9KJEPQ
7$20,519$575.14$30,656$1,899.04$10.1KJEPQ
8$22,547$591.72$35,194$2,024.45$12.6KJEPQ
9$24,733$607.67$40,228$2,148.01$15.5KJEPQ
10$27,087$622.98$45,796$2,269.18$18.7KJEPQ

AAA vs JEPQ: Complete Analysis 2026

AAAStock

Alternative Access’ AAA ETF seeks capital preservation and income by trying to provide credit investors with diversified exposure to AAA-rated CLOs. AAA CLOs are a type of debt security supported by cashflows from secured, first lien loans. Provides efficient, direct access to AAA-rated CLO bonds.

Full AAA 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.