HomeCompareASVIX vs JEPQ

ASVIX vs JEPQ: Dividend Comparison 2026

ASVIX yields 13.46% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ASVIX wins by $3.7K in total portfolio value
10 years
ASVIX
ASVIX
● Live price
13.46%
Share price
$9.18
Annual div
$1.24
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.5K
Annual income
$3,103.54
Full ASVIX 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 — ASVIX vs JEPQ

📍 ASVIX 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 PeriodASVIXJEPQ
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, ASVIX + JEPQ cover 0 of 12 monthsgood coverage

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

ASVIX
Annual income on $10K today (after 15% tax)
$1,143.89/yr
After 10yr DRIP, annual income (after tax)
$2,638.01/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, ASVIX beats the other by $808.31/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ASVIX: 50%JEPQ: 50%
100% JEPQ50/50100% ASVIX
Portfolio after 10yr
$46.6K
Annual income
$2,628.06/yr
Blended yield
5.64%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ASVIX buys
0
JEPQ buys
0
No recent congressional trades found for ASVIX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricASVIXJEPQ
Forward yield13.46%11.10%
Annual dividend / share$1.24$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$48.5K$44.8K
Annual income after 10y$3,103.54$2,152.59
Total dividends collected$21.9K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearASVIX PortfolioASVIX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,046$1,345.75$11,930$1,110.39+$116.00ASVIX
2$14,404$1,515.01$14,133$1,224.34+$271.00ASVIX
3$17,105$1,693.09$16,632$1,340.46+$473.00ASVIX
4$20,182$1,879.08$19,454$1,457.97+$728.00ASVIX
5$23,667$2,072.00$22,626$1,576.08+$1.0KASVIX
6$27,594$2,270.81$26,175$1,694.09+$1.4KASVIX
7$32,000$2,474.44$30,133$1,811.32+$1.9KASVIX
8$36,922$2,681.81$34,531$1,927.17+$2.4KASVIX
9$42,398$2,891.86$39,403$2,041.08+$3.0KASVIX
10$48,470$3,103.54$44,787$2,152.59+$3.7KASVIX

ASVIX vs JEPQ: Complete Analysis 2026

ASVIXStock

Seeks long-term capital growth. Income is a secondary objective

Full ASVIX 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.