HomeCompareAWCMF vs JEPQ

AWCMF vs JEPQ: Dividend Comparison 2026

AWCMF yields 180.18% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 AWCMF wins by $25.1K in total portfolio value
10 years
AWCMF
AWCMF
● Live price
180.18%
Share price
$1.11
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$69.9K
Annual income
$62.44
Full AWCMF 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 — AWCMF vs JEPQ

📍 AWCMF 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 PeriodAWCMFJEPQ
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, AWCMF + JEPQ cover 0 of 12 monthsgood coverage

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

AWCMF
Annual income on $10K today (after 15% tax)
$15,315.32/yr
After 10yr DRIP, annual income (after tax)
$53.07/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 $1,776.63/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AWCMF: 50%JEPQ: 50%
100% JEPQ50/50100% AWCMF
Portfolio after 10yr
$57.3K
Annual income
$1,107.51/yr
Blended yield
1.93%
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Analyst Conviction Gap

Where Wall Street is most bullish on AWCMF right now

AWCMF
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
6.3
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)

AWCMF buys
0
JEPQ buys
0
No recent congressional trades found for AWCMF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAWCMFJEPQ
Forward yield180.18%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$69.9K$44.8K
Annual income after 10y$62.44$2,152.59
Total dividends collected$30.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAWCMF PortfolioAWCMF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$19,709$9,009.01$11,930$1,110.39+$7.8KAWCMF
2$29,386$8,297.13$14,133$1,224.34+$15.3KAWCMF
3$37,224$5,780.78$16,632$1,340.46+$20.6KAWCMF
4$43,251$3,421.79$19,454$1,457.97+$23.8KAWCMF
5$48,136$1,857.88$22,626$1,576.08+$25.5KAWCMF
6$52,472$966.23$26,175$1,694.09+$26.3KAWCMF
7$56,637$492.18$30,133$1,811.32+$26.5KAWCMF
8$60,850$248.25$34,531$1,927.17+$26.3KAWCMF
9$65,234$124.63$39,403$2,041.08+$25.8KAWCMF
10$69,863$62.44$44,787$2,152.59+$25.1KAWCMF

AWCMF vs JEPQ: Complete Analysis 2026

AWCMFStock

Alumina Limited, through its 40% interest in Alcoa World Alumina and Chemicals, engages in bauxite mining, alumina refining, and aluminum smelting businesses. The company has a network of bauxite mines and alumina refineries in Australia, Guinea, Brazil, Spain, and Saudi Arabia; and holds a 55% interest in the Portland aluminum smelter in Victoria, Australia. It is also involved in shipping operations. The company was formerly known as WMC Limited and changed its name to Alumina Limited in December 2002. Alumina Limited was incorporated in 1970 and is headquartered in Southbank, Australia.

Full AWCMF 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.