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ADVM vs JEPQ: Dividend Comparison 2026

ADVM yields 45.87% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ADVM wins by $271.9K in total portfolio value
10 years
ADVM
ADVM
● Live price
45.87%
Share price
$4.36
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$317.6K
Annual income
$60,065.20
Full ADVM 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 — ADVM vs JEPQ

📍 ADVM 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 PeriodADVMJEPQ
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, ADVM + JEPQ cover 0 of 12 monthsgood coverage

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

ADVM
Annual income on $10K today (after 15% tax)
$3,899.08/yr
After 10yr DRIP, annual income (after tax)
$51,055.42/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, ADVM beats the other by $49,126.62/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ADVM: 50%JEPQ: 50%
100% JEPQ50/50100% ADVM
Portfolio after 10yr
$181.7K
Annual income
$31,167.19/yr
Blended yield
17.15%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ADVM right now

ADVM
Analyst Ratings
10
Buy
6
Hold
Consensus: Buy
Price Target
$4.83
+10.8% upside vs current
Range: $4.00 — $5.50
Altman Z
-32.7
Piotroski
1/9
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)

ADVM buys
0
JEPQ buys
0
No recent congressional trades found for ADVM or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricADVMJEPQ
Forward yield45.87%11.47%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$317.6K$45.8K
Annual income after 10y$60,065.20$2,269.18
Total dividends collected$248.2K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearADVM PortfolioADVM Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$15,287$4,587.16$11,967$1,146.53+$3.3KADVM
2$22,911$6,553.70$14,216$1,268.02+$8.7KADVM
3$33,694$9,179.50$16,774$1,392.20+$16.9KADVM
4$48,670$12,616.75$19,667$1,518.21+$29.0KADVM
5$69,108$17,032.01$22,925$1,645.21+$46.2KADVM
6$96,549$22,602.46$26,578$1,772.40+$70.0KADVM
7$132,818$29,511.17$30,656$1,899.04+$102.2KADVM
8$180,057$37,941.48$35,194$2,024.45+$144.9KADVM
9$240,732$48,070.97$40,228$2,148.01+$200.5KADVM
10$317,648$60,065.20$45,796$2,269.18+$271.9KADVM

ADVM vs JEPQ: Complete Analysis 2026

ADVMStock

Adverum Biotechnologies, Inc., a clinical-stage gene therapy company, develops gene therapy product candidates to treat ocular and rare diseases. Its lead product candidate is ADVM-022, a single intravitreal injection gene therapy candidate used for the treatment of patients with chronic retinal, including wet age-related macular degeneration and diabetic macular edema. Adverum Biotechnologies, Inc. has license and collaboration agreements with University of California; Cornell University; GenSight; Lexeo; and Virovek. The company was formerly known as Avalanche Biotechnologies, Inc. and changed its name to Adverum Biotechnologies, Inc. in May 2016. Adverum Biotechnologies, Inc. was incorporated in 2006 and is headquartered in Redwood City, California.

Full ADVM 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.