Is BWAGF or JEPQ a better dividend investment in 2026?

BWAGF currently yields 4.95% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: JEPQ offers higher current income.

What is the dividend yield difference between BWAGF and JEPQ?

BWAGF has a forward dividend yield of 4.95% ($7.27/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 6.15 percentage points.

Home › Compare › BWAGF vs JEPQ

BWAGF vs JEPQ: Dividend Comparison 2026

BWAGF yields 4.95% · JEPQ yields 11.10%● Live data

vsPost on X →

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

🏆 BWAGF wins by $5781.92M in total portfolio value· pulled ahead in Year 2

INVESTMENT

TIME HORIZON10 years

BWAGF

● Live price

4.95%

Share price

$147.00

Annual div

$7.27

5Y div CAGR

100%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$5781.97M

Annual income

$5,565,772,680.53

Full BWAGF 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 — BWAGF vs JEPQ

📍 BWAGF pulled ahead of the other in Year 2

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BWAGF 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.

BWAGF

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

$420.37/yr

After 10yr DRIP, annual income (after tax)

$4,730,906,778.45/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, BWAGF beats the other by $4,730,904,948.75/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 BWAGF + JEPQ for your $10,000?

BWAGF: 50%JEPQ: 50%

100% JEPQ50/50100% BWAGF

Portfolio after 10yr

$2891.01M

Annual income

$2,782,887,416.56/yr

Blended yield

96.26%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on BWAGF right now

BWAGF

Analyst Ratings

Buy

Consensus: Buy

Altman Z

-0.4

Piotroski

3/9

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)

BWAGF buys

JEPQ buys

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

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

MetricBWAGFJEPQ

Forward yield	4.95%	11.10% ✓
Annual dividend / share	$7.27 ✓	$6.16
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	100% ✓	0%
Portfolio after 10y	$5781.97M ✓	$44.8K
Annual income after 10y	$5,565,772,680.53 ✓	$2,152.59
Total dividends collected	$5766.79M ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	BWAGF Portfolio	BWAGF Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1	$11,689	$989.12	$11,930	$1,110.39	$241.00 → JEPQ
2← crossover	$14,668	$2,161.10	$14,133	$1,224.34	+$535.00 → BWAGF
3	$20,764	$5,069.02	$16,632	$1,340.46	+$4.1K → BWAGF
4	$35,630	$13,412.27	$19,454	$1,457.97	+$16.2K → BWAGF
5	$81,142	$43,017.80	$22,626	$1,576.08	+$58.5K → BWAGF
6	$269,937	$183,114.82	$26,175	$1,694.09	+$243.8K → BWAGF
7	$1,427,472	$1,138,639.63	$30,133	$1,811.32	+$1.40M → BWAGF
8	$12,782,205	$11,254,809.81	$34,531	$1,927.17	+$12.75M → BWAGF
9	$202,051,664	$188,374,704.81	$39,403	$2,041.08	+$202.01M → BWAGF
10	$5,781,967,961	$5,565,772,680.53	$44,787	$2,152.59	+$5781.92M → BWAGF

BWAGF vs JEPQ: Complete Analysis 2026

BWAGF — Stock

BAWAG Group AG operates as a holding company for BAWAG P.S.K. Bank für Arbeit und Wirtschaft und Österreichische Postsparkasse Aktiengesellschaft that provides various banking products and services in Austria, Western Europe, North America, and internationally. The company's Retail & SME segment offers savings, payments, cards, lending, investment, and insurance products and services; small business lending; factoring and leasing business; social housing activities; and real estate leasing platforms. Its Corporates & Public segment provides lending products to international corporates; international real estate financing; corporate, mid-cap, and public lending; and other financial services. The company's Treasury segment offers trading and investment services, such as asset-liability management transactions, including secured and unsecured funding. The company is headquartered in Vienna, Austria.

Full BWAGF 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.