HomeCompareAE vs JEPQ

AE vs JEPQ: Dividend Comparison 2026

AE yields 2.53% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $18.2K in total portfolio value
10 years
AE
AE
● Live price
2.53%
Share price
$37.98
Annual div
$0.96
5Y div CAGR
12.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.6K
Annual income
$1,142.72
Full AE 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 — AE 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 PeriodAEJEPQ
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, AE + JEPQ cover 0 of 12 monthsgood coverage

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

AE
Annual income on $10K today (after 15% tax)
$214.85/yr
After 10yr DRIP, annual income (after tax)
$971.31/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 $957.49/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AE: 50%JEPQ: 50%
100% JEPQ50/50100% AE
Portfolio after 10yr
$36.7K
Annual income
$1,705.95/yr
Blended yield
4.65%
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Analyst Conviction Gap

Where Wall Street is split right now

AE
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
8.8
Piotroski
4/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AE buys
0
JEPQ buys
0
No recent congressional trades found for AE or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAEJEPQ
Forward yield2.53%11.47%
Annual dividend / share$0.96$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR12.9%0%
Portfolio after 10y$27.6K$45.8K
Annual income after 10y$1,142.72$2,269.18
Total dividends collected$6.2K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAE PortfolioAE Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,985$285.37$11,967$1,146.53$982.00JEPQ
2$12,085$330.78$14,216$1,268.02$2.1KJEPQ
3$13,315$383.96$16,774$1,392.20$3.5KJEPQ
4$14,693$446.36$19,667$1,518.21$5.0KJEPQ
5$16,242$519.73$22,925$1,645.21$6.7KJEPQ
6$17,985$606.17$26,578$1,772.40$8.6KJEPQ
7$19,952$708.23$30,656$1,899.04$10.7KJEPQ
8$22,178$829.02$35,194$2,024.45$13.0KJEPQ
9$24,702$972.31$40,228$2,148.01$15.5KJEPQ
10$27,574$1,142.72$45,796$2,269.18$18.2KJEPQ

AE vs JEPQ: Complete Analysis 2026

AEStock

Adams Resources & Energy, Inc., through its subsidiaries, primarily engages in the marketing, transportation, terminalling, and storage in various crude oil and natural gas basins in the United States. The company operates through three segments: Crude Oil Marketing, Transportation and Storage; Tank truck Transportation of Liquid Chemicals, Pressurized Gases, Asphalt and Dry Bulk; and Pipeline Transportation, Terminalling and Storage of Crude Oil. It purchases crude oil and arranges sales and deliveries to refiners and other customers primarily onshore in Texas, Oklahoma, North Dakota, Michigan, Wyoming, and Louisiana; and owns and operates a fleet of 201 tractor-trailer rigs and maintains approximately 180 pipeline inventory locations or injection stations. The company also transports liquid chemicals, pressurized gases, asphalt, and dry bulk on a for hire basis in the continental United States, and into Canada and Mexico; and operates nineteen truck terminals in Houston, Corpus Christi, Nederland, Freeport, Baton Rouge, St. Rose, Boutte, Sterlington, Jacksonville, Tampa, Atlanta, Augusta, Alabama, North Carolina, Ohio, West Virginia, Arkansas, East St. Louis, Joliet, Louisiana, and the Corpus Christi. In addition, it operates crude oil and condensate pipeline system, which connects the Eagle Ford Basin to the Gulf Coast waterborne market that has a capacity of 450,000 barrels per day. Adams Resources & Energy, Inc. was founded in 1947 and is headquartered in Houston, Texas.

Full AE 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.

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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.