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AVLR vs JEPQ: Dividend Comparison 2026

AVLR yields 2.14% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $22.0K in total portfolio value
10 years
AVLR
AVLR
● Live price
2.14%
Share price
$93.48
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.8K
Annual income
$245.68
Full AVLR 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 — AVLR 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 PeriodAVLRJEPQ
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, AVLR + JEPQ cover 0 of 12 monthsgood coverage

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

AVLR
Annual income on $10K today (after 15% tax)
$181.86/yr
After 10yr DRIP, annual income (after tax)
$208.83/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 $1,620.87/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AVLR: 50%JEPQ: 50%
100% JEPQ50/50100% AVLR
Portfolio after 10yr
$33.8K
Annual income
$1,199.13/yr
Blended yield
3.55%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on AVLR right now

AVLR
Analyst Ratings
10
Buy
9
Hold
Consensus: Buy
Price Target
$196.67
+110.4% upside vs current
Range: $190.00 — $200.00
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)

AVLR buys
0
JEPQ buys
0
No recent congressional trades found for AVLR or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAVLRJEPQ
Forward yield2.14%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.8K$44.8K
Annual income after 10y$245.68$2,152.59
Total dividends collected$2.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAVLR PortfolioAVLR Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,914$213.95$11,930$1,110.39$1.0KJEPQ
2$11,896$218.23$14,133$1,224.34$2.2KJEPQ
3$12,951$222.31$16,632$1,340.46$3.7KJEPQ
4$14,084$226.19$19,454$1,457.97$5.4KJEPQ
5$15,300$229.88$22,626$1,576.08$7.3KJEPQ
6$16,604$233.39$26,175$1,694.09$9.6KJEPQ
7$18,003$236.71$30,133$1,811.32$12.1KJEPQ
8$19,503$239.87$34,531$1,927.17$15.0KJEPQ
9$21,111$242.85$39,403$2,041.08$18.3KJEPQ
10$22,835$245.68$44,787$2,152.59$22.0KJEPQ

AVLR vs JEPQ: Complete Analysis 2026

AVLRStock

Avalara, Inc., together with its subsidiaries, provides cloud-based solutions for transaction tax compliance worldwide. The company offers a suite of compliance solutions that enable businesses to address the complexity of transaction tax compliance; process transactions in real time; produce detailed records of transaction tax determinations; and reduce errors, audit exposure, and total transaction tax compliance costs. The company's solutions include AvaTax, a solution for determining sales tax in the United States; Avalara Compliance Cloud Returns for tax return preparation, filing, and remittance; which creates, validates, stores, and manages sales tax exemption. It also provides professional services, including nexus studies and back filing services, voluntary compliance initiatives, tax registrations, reverse audits, audit defense, and specialized tax research. The company was formerly known as Advantage Solutions, Inc. and changed its name to Avalara, Inc. in December 2005. Avalara, Inc. was incorporated in 1999 and is headquartered in Seattle, Washington.

Full AVLR 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.