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AOR vs JEPQ: Dividend Comparison 2026

AOR yields 2.60% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $22.2K in total portfolio value
10 years
AOR
AOR
● Live price
2.60%
Share price
$63.73
Annual div
$1.65
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.6K
Annual income
$306.99
Full AOR 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 — AOR 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 PeriodAORJEPQ
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, AOR + JEPQ cover 0 of 12 monthsgood coverage

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

AOR
Annual income on $10K today (after 15% tax)
$220.69/yr
After 10yr DRIP, annual income (after tax)
$260.94/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 $1,667.86/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AOR: 50%JEPQ: 50%
100% JEPQ50/50100% AOR
Portfolio after 10yr
$34.7K
Annual income
$1,288.09/yr
Blended yield
3.71%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AOR buys
0
JEPQ buys
0
No recent congressional trades found for AOR or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAORJEPQ
Forward yield2.60%11.47%
Annual dividend / share$1.65$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.6K$45.8K
Annual income after 10y$306.99$2,269.18
Total dividends collected$2.8K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAOR PortfolioAOR Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,960$259.63$11,967$1,146.53$1.0KJEPQ
2$11,993$265.93$14,216$1,268.02$2.2KJEPQ
3$13,104$271.97$16,774$1,392.20$3.7KJEPQ
4$14,299$277.73$19,667$1,518.21$5.4KJEPQ
5$15,583$283.23$22,925$1,645.21$7.3KJEPQ
6$16,963$288.47$26,578$1,772.40$9.6KJEPQ
7$18,444$293.46$30,656$1,899.04$12.2KJEPQ
8$20,033$298.21$35,194$2,024.45$15.2KJEPQ
9$21,738$302.72$40,228$2,148.01$18.5KJEPQ
10$23,566$306.99$45,796$2,269.18$22.2KJEPQ

AOR vs JEPQ: Complete Analysis 2026

AORStock

The iShares Core 60/40 Balanced Allocation ETF seeks to track the investment results of an index composed of a portfolio of underlying equity and fixed income funds intended to represent a growth allocation target risk strategy.

Full AOR 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.