Is AGESY or JEPQ a better dividend investment in 2026?

AGESY currently yields 5.50% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: JEPQ offers higher current income.

What is the dividend yield difference between AGESY and JEPQ?

AGESY has a forward dividend yield of 5.50% ($4.03/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 5.60 percentage points.

Home › Compare › AGESY vs JEPQ

AGESY vs JEPQ: Dividend Comparison 2026

AGESY yields 5.50% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 AGESY wins by $106.00 in total portfolio value· pulled ahead in Year 10

INVESTMENT

TIME HORIZON10 years

AGESY

● Live price

5.50%

Share price

$73.32

Annual div

$4.03

5Y div CAGR

15.6%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.9K

Annual income

$4,776.87

Full AGESY calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — AGESY vs JEPQ

📍 AGESY pulled ahead of the other in Year 10

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	AGESY	JEPQ
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%.

📅

Dividend Calendar Overlap

Combined, AGESY + JEPQ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

AGESY pays

JEPQ pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

AGESY

Annual income on $10K today (after 15% tax)

$467.20/yr

After 10yr DRIP, annual income (after tax)

$4,060.34/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, AGESY beats the other by $2,230.64/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

AGESY: 50%JEPQ: 50%

100% JEPQ50/50100% AGESY

Portfolio after 10yr

$44.8K

Annual income

$3,464.73/yr

Blended yield

7.73%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on AGESY right now

AGESY

Analyst Ratings

Buy

Consensus: Buy

Altman Z

0.2

Piotroski

5/9

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)

AGESY buys

JEPQ buys

No recent congressional trades found for AGESY or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricAGESYJEPQ

Forward yield	5.50%	11.10% ✓
Annual dividend / share	$4.03	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	15.6% ✓	0%
Portfolio after 10y	$44.9K ✓	$44.8K
Annual income after 10y	$4,776.87 ✓	$2,152.59
Total dividends collected	$20.6K ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	AGESY Portfolio	AGESY Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1	$11,335	$635.39	$11,930	$1,110.39	$595.00 → JEPQ
2	$12,907	$778.13	$14,133	$1,224.34	$1.2K → JEPQ
3	$14,768	$957.22	$16,632	$1,340.46	$1.9K → JEPQ
4	$16,985	$1,183.25	$19,454	$1,457.97	$2.5K → JEPQ
5	$19,644	$1,470.26	$22,626	$1,576.08	$3.0K → JEPQ
6	$22,856	$1,837.12	$26,175	$1,694.09	$3.3K → JEPQ
7	$26,765	$2,309.33	$30,133	$1,811.32	$3.4K → JEPQ
8	$31,561	$2,921.67	$34,531	$1,927.17	$3.0K → JEPQ
9	$37,492	$3,722.01	$39,403	$2,041.08	$1.9K → JEPQ
10← crossover	$44,893	$4,776.87	$44,787	$2,152.59	+$106.00 → AGESY

AGESY vs JEPQ: Complete Analysis 2026

AGESY — Stock

ageas SA/NV, together with its subsidiaries, engages in insurance business in Europe and Asia. The company primarily offers property, casualty, and life insurance products, as well as pension products; and reinsurance products. Its life insurance products include risks related to the life and death of individuals; and non-life insurance products comprise accident and health, motor, fire, and other insurance products, as well as other damages to property covering the risk of property losses or claims liabilities. The company serves private individuals, as well as small, medium-sized, and large companies through independent brokers and the bank channels. ageas SA/NV was founded in 1824 and is headquartered in Brussels, Belgium.

Full AGESY Calculator →

JEPQ — ETF

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 →

📬

Get this AGESY vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

AGESY vs SCHD AGESY vs JEPI AGESY vs O AGESY vs KO AGESY vs MAIN AGESY vs XYLD AGESY vs QYLD AGESY vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.