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ASHTF vs JEPQ: Dividend Comparison 2026

ASHTF yields 1.55% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ASHTF wins by $22.64M in total portfolio value· pulled ahead in Year 5
10 years
ASHTF
ASHTF
● Live price
1.55%
Share price
$70.01
Annual div
$1.09
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.68M
Annual income
$20,188,388.68
Full ASHTF 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 — ASHTF vs JEPQ

📍 ASHTF pulled ahead of the other in Year 5

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 PeriodASHTFJEPQ
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, ASHTF + JEPQ cover 0 of 12 monthsgood coverage

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

ASHTF
Annual income on $10K today (after 15% tax)
$132.15/yr
After 10yr DRIP, annual income (after tax)
$17,160,130.38/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, ASHTF beats the other by $17,158,201.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ASHTF: 50%JEPQ: 50%
100% JEPQ50/50100% ASHTF
Portfolio after 10yr
$11.36M
Annual income
$10,095,328.93/yr
Blended yield
88.83%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ASHTF right now

ASHTF
Analyst Ratings
1
Buy
1
Hold
Consensus: Buy
Altman Z
2.3
Piotroski
7/9
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)

ASHTF buys
0
JEPQ buys
0
No recent congressional trades found for ASHTF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricASHTFJEPQ
Forward yield1.55%11.47%
Annual dividend / share$1.09$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$22.68M$45.8K
Annual income after 10y$20,188,388.68$2,269.18
Total dividends collected$22.46M$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearASHTF PortfolioASHTF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,011$310.95$11,967$1,146.53$956.00JEPQ
2$12,422$639.97$14,216$1,268.02$1.8KJEPQ
3$14,641$1,349.47$16,774$1,392.20$2.1KJEPQ
4$18,638$2,972.97$19,667$1,518.21$1.0KJEPQ
5← crossover$27,018$7,074.34$22,925$1,645.21+$4.1KASHTF
6$48,076$19,167.57$26,578$1,772.40+$21.5KASHTF
7$115,194$63,752.76$30,656$1,899.04+$84.5KASHTF
8$408,784$285,525.81$35,194$2,024.45+$373.6KASHTF
9$2,331,285$1,893,886.04$40,228$2,148.01+$2.29MASHTF
10$22,682,863$20,188,388.68$45,796$2,269.18+$22.64MASHTF

ASHTF vs JEPQ: Complete Analysis 2026

ASHTFStock

Ashtead Group plc, together with its subsidiaries, engages in the construction, industrial, and general equipment rental business in the United States, the United Kingdom, and Canada. It provides pumps, power generation, heating, cooling, scaffolding, traffic management, temporary flooring, trench shoring, and lifting services. The company offers its products and services for facilities maintenance and municipalities, such as office complexes, apartment complexes, government, hospitals, data centers, parks and recreation departments, schools and universities, shopping centers, pavement/kerb repairs, and golf course maintenance; construction of airports, highways and bridges, office buildings, data centers, schools and universities, shopping centers, residential, remodeling, manufacturing plants, and green energy plants; emergency response for fire, hurricanes, flooding, tornadoes, winter, storms, residential and health emergencies, alternative care facilities, points of distribution, and mobile testing facilities; and entertainment and special events, including national events, concerts, sporting events, film and telvision production, theme parks, festivals farmers' markets, local 5k runs, and cycle races. It operates 967 stores in the United States, 89 stores in Canada, and 177 stores in the United Kingdom under the Sunbelt Rentals brand. The company was founded in 1947 and is headquartered in London, the United Kingdom.

Full ASHTF 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.