HomeCompareAPPEF vs JEPQ

APPEF vs JEPQ: Dividend Comparison 2026

APPEF yields 200.00% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 APPEF wins by $33.5K in total portfolio value
10 years
APPEF
APPEF
● Live price
200.00%
Share price
$1.00
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$78.2K
Annual income
$77.60
Full APPEF 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 — APPEF vs JEPQ

📍 APPEF 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 PeriodAPPEFJEPQ
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, APPEF + JEPQ cover 0 of 12 monthsgood coverage

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

APPEF
Annual income on $10K today (after 15% tax)
$17,000.00/yr
After 10yr DRIP, annual income (after tax)
$65.96/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 $1,763.74/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

APPEF: 50%JEPQ: 50%
100% JEPQ50/50100% APPEF
Portfolio after 10yr
$61.5K
Annual income
$1,115.09/yr
Blended yield
1.81%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on APPEF right now

APPEF
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
1.9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

APPEF buys
0
JEPQ buys
0
No recent congressional trades found for APPEF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAPPEFJEPQ
Forward yield200.00%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$78.2K$44.8K
Annual income after 10y$77.60$2,152.59
Total dividends collected$35.4K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAPPEF PortfolioAPPEF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$20,700$10,000.00$11,930$1,110.39+$8.8KAPPEF
2$31,822$9,672.90$14,133$1,224.34+$17.7KAPPEF
3$40,998$6,948.62$16,632$1,340.46+$24.4KAPPEF
4$48,051$4,183.33$19,454$1,457.97+$28.6KAPPEF
5$53,706$2,291.13$22,626$1,576.08+$31.1KAPPEF
6$58,662$1,196.61$26,175$1,694.09+$32.5KAPPEF
7$63,379$610.76$30,133$1,811.32+$33.2KAPPEF
8$68,124$308.35$34,531$1,927.17+$33.6KAPPEF
9$73,048$154.88$39,403$2,041.08+$33.6KAPPEF
10$78,238$77.60$44,787$2,152.59+$33.5KAPPEF

APPEF vs JEPQ: Complete Analysis 2026

APPEFStock

Appen Limited, together with its subsidiaries, operates as an AI lifecycle company that collects and labels image, text, speech, audio, video, and other data used to build and enhance artificial intelligence systems. It operates through two segments, Global Services and New Markets. The company offers data sourcing services, including image, video, speech, and text data collection services pre-labeled datasets of audio, image, video, and text; and language-based AI solutions. It also provides data preparation services comprising machine learning assisted data annotation tools, which include image annotation, video annotation, text, sensor, audio annotation, and other solutions; enterprise-ready data annotation platform, which offers smart labeling, workflows, in-platform audit, and enterprise analytics; and knowledge graph and ontology support services. The company was formerly known as Appen Holdings Pty Limited and changed its name to Appen Limited in October 2014. Appen Limited was founded in 1996 and is headquartered in Chatswood, Australia.

Full APPEF 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.