HomeCompareAGFMF vs JEPQ

AGFMF vs JEPQ: Dividend Comparison 2026

AGFMF yields 2.52% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AGFMF wins by $179.51M in total portfolio value· pulled ahead in Year 4
10 years
AGFMF
AGFMF
● Live price
2.52%
Share price
$14.36
Annual div
$0.36
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$179.56M
Annual income
$166,825,036.87
Full AGFMF 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 — AGFMF vs JEPQ

📍 AGFMF pulled ahead of the other in Year 4

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 PeriodAGFMFJEPQ
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, AGFMF + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

AGFMF
Annual income on $10K today (after 15% tax)
$213.94/yr
After 10yr DRIP, annual income (after tax)
$141,801,281.34/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, AGFMF beats the other by $141,799,451.64/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AGFMF: 50%JEPQ: 50%
100% JEPQ50/50100% AGFMF
Portfolio after 10yr
$89.80M
Annual income
$83,413,594.73/yr
Blended yield
92.89%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on AGFMF right now

AGFMF
Analyst Ratings
1
Buy
2
Hold
Consensus: Hold
Altman Z
2.9
Piotroski
6/9
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)

AGFMF buys
0
JEPQ buys
0
No recent congressional trades found for AGFMF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAGFMFJEPQ
Forward yield2.52%11.10%
Annual dividend / share$0.36$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$179.56M$44.8K
Annual income after 10y$166,825,036.87$2,152.59
Total dividends collected$178.58M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAGFMF PortfolioAGFMF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,203$503.38$11,930$1,110.39$727.00JEPQ
2$13,042$1,054.13$14,133$1,224.34$1.1KJEPQ
3$16,248$2,293.66$16,632$1,340.46$384.00JEPQ
4← crossover$22,727$5,341.30$19,454$1,457.97+$3.3KAGFMF
5$38,282$13,964.55$22,626$1,576.08+$15.7KAGFMF
6$84,930$43,967.39$26,175$1,694.09+$58.8KAGFMF
7$273,196$182,320.83$30,133$1,811.32+$243.1KAGFMF
8$1,388,537$1,096,217.87$34,531$1,927.17+$1.35MAGFMF
9$11,899,960$10,414,225.65$39,403$2,041.08+$11.86MAGFMF
10$179,557,994$166,825,036.87$44,787$2,152.59+$179.51MAGFMF

AGFMF vs JEPQ: Complete Analysis 2026

AGFMFStock

AGF Management Limited is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to public and corporate DB pension plans, endowments and foundations, sovereign wealth funds, corporate plans, insurance companies, and sub-advised mandates. Through its subsidiaries, it manages separate client-focused equity, fixed income, and balanced mutual funds along with separate client-focused equity, fixed income, and balanced portfolios. Through its subsidiaries, the firm invests in the public equity and fixed income markets across the globe. For its equity portion, it invests in growth stocks of companies. The firm employs fundamental analysis to make its investments. AGF Management Limited was founded in 1957 and is based in Toronto, Canada.

Full AGFMF 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.