HomeCompareAOGIX vs JEPQ

AOGIX vs JEPQ: Dividend Comparison 2026

AOGIX yields 9.02% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $8.5K in total portfolio value
10 years
AOGIX
AOGIX
● Live price
9.02%
Share price
$16.35
Annual div
$1.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.3K
Annual income
$1,592.73
Full AOGIX 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 — AOGIX 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 PeriodAOGIXJEPQ
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, AOGIX + JEPQ cover 0 of 12 monthsgood coverage

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

AOGIX
Annual income on $10K today (after 15% tax)
$766.61/yr
After 10yr DRIP, annual income (after tax)
$1,353.82/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, JEPQ beats the other by $475.88/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AOGIX: 50%JEPQ: 50%
100% JEPQ50/50100% AOGIX
Portfolio after 10yr
$40.6K
Annual income
$1,872.66/yr
Blended yield
4.62%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AOGIX buys
0
JEPQ buys
0
No recent congressional trades found for AOGIX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAOGIXJEPQ
Forward yield9.02%11.10%
Annual dividend / share$1.47$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.3K$44.8K
Annual income after 10y$1,592.73$2,152.59
Total dividends collected$12.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAOGIX PortfolioAOGIX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,602$901.90$11,930$1,110.39$328.00JEPQ
2$13,392$977.92$14,133$1,224.34$741.00JEPQ
3$15,384$1,054.95$16,632$1,340.46$1.2KJEPQ
4$17,594$1,132.62$19,454$1,457.97$1.9KJEPQ
5$20,036$1,210.55$22,626$1,576.08$2.6KJEPQ
6$22,727$1,288.39$26,175$1,694.09$3.4KJEPQ
7$25,684$1,365.82$30,133$1,811.32$4.4KJEPQ
8$28,924$1,442.53$34,531$1,927.17$5.6KJEPQ
9$32,467$1,518.25$39,403$2,041.08$6.9KJEPQ
10$36,332$1,592.73$44,787$2,152.59$8.5KJEPQ

AOGIX vs JEPQ: Complete Analysis 2026

AOGIXStock

Seeks the highest total return consistent with its asset mix

Full AOGIX 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.