HomeCompareBEQGX vs JEPQ

BEQGX vs JEPQ: Dividend Comparison 2026

BEQGX yields 12.19% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $104.00 in total portfolio value
10 years
BEQGX
BEQGX
● Live price
12.19%
Share price
$33.57
Annual div
$4.09
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.7K
Annual income
$2,607.66
Full BEQGX 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 — BEQGX 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 PeriodBEQGXJEPQ
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, BEQGX + JEPQ cover 0 of 12 monthsgood coverage

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

BEQGX
Annual income on $10K today (after 15% tax)
$1,036.28/yr
After 10yr DRIP, annual income (after tax)
$2,216.51/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, BEQGX beats the other by $386.81/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BEQGX: 50%JEPQ: 50%
100% JEPQ50/50100% BEQGX
Portfolio after 10yr
$44.7K
Annual income
$2,380.12/yr
Blended yield
5.32%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BEQGX buys
0
JEPQ buys
0
No recent congressional trades found for BEQGX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBEQGXJEPQ
Forward yield12.19%11.10%
Annual dividend / share$4.09$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$44.7K$44.8K
Annual income after 10y$2,607.66$2,152.59
Total dividends collected$19.0K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBEQGX PortfolioBEQGX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,919$1,219.15$11,930$1,110.39$11.00JEPQ
2$14,112$1,358.06$14,133$1,224.34$21.00JEPQ
3$16,602$1,502.68$16,632$1,340.46$30.00JEPQ
4$19,416$1,652.22$19,454$1,457.97$38.00JEPQ
5$22,581$1,805.89$22,626$1,576.08$45.00JEPQ
6$26,125$1,962.87$26,175$1,694.09$50.00JEPQ
7$30,076$2,122.33$30,133$1,811.32$57.00JEPQ
8$34,465$2,283.46$34,531$1,927.17$66.00JEPQ
9$39,323$2,445.49$39,403$2,041.08$80.00JEPQ
10$44,683$2,607.66$44,787$2,152.59$104.00JEPQ

BEQGX vs JEPQ: Complete Analysis 2026

BEQGXStock

Seeks long-term capital growth by investing in common stocks

Full BEQGX 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.