Is BAGAX or JEPQ a better dividend investment in 2026?

BAGAX currently yields 96.66% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: BAGAX offers higher current income.

What is the dividend yield difference between BAGAX and JEPQ?

BAGAX has a forward dividend yield of 96.66% ($6.34/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 85.56 percentage points.

Home › Compare › BAGAX vs JEPQ

BAGAX vs JEPQ: Dividend Comparison 2026

BAGAX yields 96.66% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 BAGAX wins by $33953479481069.42M in total portfolio value

INVESTMENT

TIME HORIZON10 years

BAGAX

● Live price

96.66%

Share price

$6.56

Annual div

$6.34

5Y div CAGR

100%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$33953479481069.46M

Annual income

$33,886,135,663,349,223,000.00

Full BAGAX calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — BAGAX vs JEPQ

📍 BAGAX 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 Period	BAGAX	JEPQ
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, BAGAX + JEPQ cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

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Oct

—

Nov

—

Dec

—

BAGAX 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.

BAGAX

Annual income on $10K today (after 15% tax)

$8,216.39/yr

After 10yr DRIP, annual income (after tax)

$28,803,215,313,846,837,000.00/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, BAGAX beats the other by $28,803,215,313,846,837,000.00/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

BAGAX: 50%JEPQ: 50%

100% JEPQ50/50100% BAGAX

Portfolio after 10yr

$16976739740534.75M

Annual income

$16,943,067,831,674,614,000.00/yr

Blended yield

99.80%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BAGAX buys

JEPQ buys

No recent congressional trades found for BAGAX or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricBAGAXJEPQ

Forward yield	96.66% ✓	11.10%
Annual dividend / share	$6.34 ✓	$6.16
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	100% ✓	0%
Portfolio after 10y	$33953479481069.46M ✓	$44.8K
Annual income after 10y	$33,886,135,663,349,223,000.00 ✓	$2,152.59
Total dividends collected	$33949058472929.85M ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	BAGAX Portfolio	BAGAX Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$30,033	$19,332.68	$11,930	$1,110.39	+$18.1K → BAGAX
2	$140,661	$108,525.67	$14,133	$1,224.34	+$126.5K → BAGAX
3	$1,100,580	$950,073.39	$16,632	$1,340.46	+$1.08M → BAGAX
4	$15,072,428	$13,894,806.70	$19,454	$1,457.97	+$15.05M → BAGAX
5	$371,808,121	$355,680,623.42	$22,626	$1,576.08	+$371.79M → BAGAX
6	$16,797,768,278	$16,399,933,588.66	$26,175	$1,694.09	+$16797.74M → BAGAX
7	$1,402,881,924,619	$1,384,908,312,561.77	$30,133	$1,811.32	+$1402881.89M → BAGAX
8	$217,691,667,135,638	$216,190,583,476,294.90	$34,531	$1,927.17	+$217691667.10M → BAGAX
9	$62,938,147,402,089,110	$62,705,217,318,253,980.00	$39,403	$2,041.08	+$62938147402.05M → BAGAX
10	$33,953,479,481,069,460,000	$33,886,135,663,349,223,000.00	$44,787	$2,152.59	+$33953479481069.42M → BAGAX

BAGAX vs JEPQ: Complete Analysis 2026

BAGAX — Stock

The fund normally invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of domestic companies. It invests primarily in securities of medium and large market capitalization companies that the Adviser believes have exhibited an above average rate of earnings growth and that have prospects for above average, sustainable growth in the future. Medium and large market capitalization companies are those companies with market capitalizations generally greater than $2 billion at the time of purchase.

Full BAGAX Calculator →

JEPQ — ETF

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.