HomeCompareABGSF vs JEPQ

ABGSF vs JEPQ: Dividend Comparison 2026

ABGSF yields 7.23% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ABGSF wins by $1.26M in total portfolio value· pulled ahead in Year 2
10 years
ABGSF
ABGSF
● Live price
7.23%
Share price
$0.83
Annual div
$0.06
5Y div CAGR
46.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1.31M
Annual income
$814,561.95
Full ABGSF 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 — ABGSF vs JEPQ

📍 ABGSF pulled ahead of the other in Year 2

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 PeriodABGSFJEPQ
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, ABGSF + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

ABGSF
Annual income on $10K today (after 15% tax)
$614.46/yr
After 10yr DRIP, annual income (after tax)
$692,377.66/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, ABGSF beats the other by $690,547.96/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ABGSF: 50%JEPQ: 50%
100% JEPQ50/50100% ABGSF
Portfolio after 10yr
$676.4K
Annual income
$408,357.26/yr
Blended yield
60.37%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ABGSF buys
0
JEPQ buys
0
No recent congressional trades found for ABGSF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricABGSFJEPQ
Forward yield7.23%11.10%
Annual dividend / share$0.06$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR46.3%0%
Portfolio after 10y$1.31M$44.8K
Annual income after 10y$814,561.95$2,152.59
Total dividends collected$1.23M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearABGSF PortfolioABGSF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,758$1,057.59$11,930$1,110.39$172.00JEPQ
2← crossover$14,281$1,700.19$14,133$1,224.34+$148.00ABGSF
3$18,104$2,823.52$16,632$1,340.46+$1.5KABGSF
4$24,265$4,894.11$19,454$1,457.97+$4.8KABGSF
5$34,933$8,969.05$22,626$1,576.08+$12.3KABGSF
6$55,033$17,654.53$26,175$1,694.09+$28.9KABGSF
7$96,913$38,027.93$30,133$1,811.32+$66.8KABGSF
8$195,261$91,563.77$34,531$1,927.17+$160.7KABGSF
9$461,171$252,241.68$39,403$2,041.08+$421.8KABGSF
10$1,308,015$814,561.95$44,787$2,152.59+$1.26MABGSF

ABGSF vs JEPQ: Complete Analysis 2026

ABGSFStock

ABG Sundal Collier Holding ASA, together with its subsidiaries, provides investment banking, stockbroking, and corporate advisory services in Norway, Sweden, Denmark, and internationally. The company offers corporate financing services for corporate clients to raise capital through equity or debt financing. It is also involved in advising companies in relation to mergers, acquisitions, and sales, as well as to various real asset transactions and other advisory services. In addition, the company provides secondary security brokerage and research services. The company was founded in 1984 and is headquartered in Oslo, Norway.

Full ABGSF 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.