HomeCompareAVTE vs JEPQ

AVTE vs JEPQ: Dividend Comparison 2026

AVTE yields 74.63% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AVTE wins by $1.26M in total portfolio value
10 years
AVTE
AVTE
● Live price
74.63%
Share price
$2.68
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1.30M
Annual income
$358,033.82
Full AVTE 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 — AVTE vs JEPQ

📍 AVTE pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodAVTEJEPQ
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, AVTE + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AVTE pays
JEPQ pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

AVTE
Annual income on $10K today (after 15% tax)
$6,343.28/yr
After 10yr DRIP, annual income (after tax)
$304,328.75/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, AVTE beats the other by $302,399.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AVTE: 50%JEPQ: 50%
100% JEPQ50/50100% AVTE
Portfolio after 10yr
$673.8K
Annual income
$180,151.50/yr
Blended yield
26.74%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on AVTE right now

AVTE
Analyst Ratings
2
Buy
6
Hold
Consensus: Hold
Price Target
$13.00
+385.1% upside vs current
Range: $2.00 — $35.00
Altman Z
2.1
Piotroski
2/9
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)

AVTE buys
0
JEPQ buys
0
No recent congressional trades found for AVTE or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAVTEJEPQ
Forward yield74.63%11.47%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$1.30M$45.8K
Annual income after 10y$358,033.82$2,269.18
Total dividends collected$1.12M$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAVTE PortfolioAVTE Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$18,163$7,462.69$11,967$1,146.53+$6.2KAVTE
2$32,102$12,667.52$14,216$1,268.02+$17.9KAVTE
3$55,273$20,924.46$16,774$1,392.20+$38.5KAVTE
4$92,813$33,671.17$19,667$1,518.21+$73.1KAVTE
5$152,151$52,841.00$22,925$1,645.21+$129.2KAVTE
6$243,759$80,956.60$26,578$1,772.40+$217.2KAVTE
7$382,036$121,213.91$30,656$1,899.04+$351.4KAVTE
8$586,325$177,546.69$35,194$2,024.45+$551.1KAVTE
9$882,029$254,661.46$40,228$2,148.01+$841.8KAVTE
10$1,301,805$358,033.82$45,796$2,269.18+$1.26MAVTE

AVTE vs JEPQ: Complete Analysis 2026

AVTEStock

Aerovate Therapeutics, Inc., a clinical-stage biopharmaceutical company, focuses on the development of drugs that enhance the lives of patients with rare cardiopulmonary diseases in the United States. The company focuses on advancing AV-101, a dry powder inhaled formulation of imatinib for the treatment of pulmonary arterial hypertension, which is in Phase 2b/Phase 3 trial. Aerovate Therapeutics, Inc. was incorporated in 2018 and is headquartered in Waltham, Massachusetts.

Full AVTE 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 →
📬

Get this AVTE vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

AVTE vs SCHDAVTE vs JEPIAVTE vs OAVTE vs KOAVTE vs MAINAVTE vs XYLDAVTE vs QYLDAVTE vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.