HomeCompareAEPGX vs JEPQ

AEPGX vs JEPQ: Dividend Comparison 2026

AEPGX yields 14.10% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AEPGX wins by $5.7K in total portfolio value
10 years
AEPGX
AEPGX
● Live price
14.10%
Share price
$58.74
Annual div
$8.29
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$50.5K
Annual income
$3,379.61
Full AEPGX 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 — AEPGX vs JEPQ

📍 AEPGX 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 PeriodAEPGXJEPQ
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, AEPGX + JEPQ cover 0 of 12 monthsgood coverage

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

AEPGX
Annual income on $10K today (after 15% tax)
$1,198.90/yr
After 10yr DRIP, annual income (after tax)
$2,872.67/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, AEPGX beats the other by $1,042.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AEPGX: 50%JEPQ: 50%
100% JEPQ50/50100% AEPGX
Portfolio after 10yr
$47.6K
Annual income
$2,766.09/yr
Blended yield
5.81%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AEPGX buys
0
JEPQ buys
0
No recent congressional trades found for AEPGX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAEPGXJEPQ
Forward yield14.10%11.10%
Annual dividend / share$8.29$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$50.5K$44.8K
Annual income after 10y$3,379.61$2,152.59
Total dividends collected$23.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAEPGX PortfolioAEPGX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,110$1,410.47$11,930$1,110.39+$180.00AEPGX
2$14,555$1,596.40$14,133$1,224.34+$422.00AEPGX
3$17,366$1,793.07$16,632$1,340.46+$734.00AEPGX
4$20,582$1,999.51$19,454$1,457.97+$1.1KAEPGX
5$24,237$2,214.67$22,626$1,576.08+$1.6KAEPGX
6$28,371$2,437.39$26,175$1,694.09+$2.2KAEPGX
7$33,023$2,666.47$30,133$1,811.32+$2.9KAEPGX
8$38,236$2,900.68$34,531$1,927.17+$3.7KAEPGX
9$44,051$3,138.80$39,403$2,041.08+$4.6KAEPGX
10$50,514$3,379.61$44,787$2,152.59+$5.7KAEPGX

AEPGX vs JEPQ: Complete Analysis 2026

AEPGXStock

The fund invests primarily in common stocks of issuers in Europe and the Pacific Basin that the investment adviser believes have the potential for growth. Growth stocks are stocks that the investment adviser believes have the potential for above-average capital appreciation. It normally will invest at least 80% of its net assets in securities of issuers in Europe and the Pacific Basin. The fund may invest a portion of its assets in common stocks and other securities of companies in emerging markets.

Full AEPGX 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.