Home › Compare › CAGR vs JEPQ

CAGR vs JEPQ: Dividend Comparison 2026

CAGR yields 20000000.00% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CAGR wins by $4.875981653489057e+49M in total portfolio value
10 years
CAGR
CAGR
● Live price
20000000.00%
Share price
$0.00
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$4.875981653489057e+49M
Annual income
$48,759,336,949,911,260,000,000,000,000,000,000,000,000,000,000,000,000,000.00
Full CAGR 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 — CAGR vs JEPQ

📍 CAGR 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 PeriodCAGRJEPQ
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, CAGR + JEPQ cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

CAGR
Annual income on $10K today (after 15% tax)
$1,700,000,000.00/yr
After 10yr DRIP, annual income (after tax)
$41,445,436,407,424,570,000,000,000,000,000,000,000,000,000,000,000,000,000.00/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, CAGR beats the other by $41,445,436,407,424,570,000,000,000,000,000,000,000,000,000,000,000,000,000.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CAGR: 50%JEPQ: 50%
100% JEPQ50/50100% CAGR
Portfolio after 10yr
$2.4379908267445285e+49M
Annual income
$24,379,668,474,955,630,000,000,000,000,000,000,000,000,000,000,000,000,000.00/yr
Blended yield
100.00%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAGR buys
0
JEPQ buys
0
No recent congressional trades found for CAGR or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCAGRJEPQ
Forward yield20000000.00% ✓11.10%
Annual dividend / share$2.00$6.16 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$4.875981653489057e+49M$44.8K ✓
Annual income after 10y$48,759,336,949,911,260,000,000,000,000,000,000,000,000,000,000,000,000,000.00 ✓$2,152.59
Total dividends collected$4.875978515990276e+49M$16.3K ✓
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCAGR PortfolioCAGR Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$2,000,010,700$2,000,000,000.00$11,930$1,110.39+$2000.00M → CAGR
2$373,835,915,712,384$373,833,775,700,934.50$14,133$1,224.34+$373835915.70M → CAGR
3$65,304,953,364,964,970,000$65,304,553,360,535,160,000.00$16,632$1,340.46+$65304953364964.95M → CAGR
4$10,661,728,832,755,500,000,000,000$10,661,658,956,455,399,000,000,000.00$19,454$1,457.97+$10661728832755499008.00M → CAGR
5$1,626,767,783,781,495,000,000,000,000,000$1,626,756,375,731,643,800,000,000,000,000.00$22,626$1,576.08+$1.626767783781495e+24M → CAGR
6$231,974,330,054,625,100,000,000,000,000,000,000$231,972,589,413,096,470,000,000,000,000,000,000.00$26,175$1,694.09+$2.319743300546251e+29M → CAGR
7$30,915,106,403,922,057,000,000,000,000,000,000,000,000$30,914,858,191,388,900,000,000,000,000,000,000,000,000.00$30,133$1,811.32+$3.0915106403922057e+34M → CAGR
8$3,850,507,985,839,278,000,000,000,000,000,000,000,000,000,000$3,850,474,906,675,425,000,000,000,000,000,000,000,000,000,000.00$34,531$1,927.17+$3.8505079858392777e+39M → CAGR
9$448,210,261,035,314,200,000,000,000,000,000,000,000,000,000,000,000$448,206,140,991,769,400,000,000,000,000,000,000,000,000,000,000,000.00$39,403$2,041.08+$4.4821026103531426e+44M → CAGR
10$48,759,816,534,890,570,000,000,000,000,000,000,000,000,000,000,000,000,000$48,759,336,949,911,260,000,000,000,000,000,000,000,000,000,000,000,000,000.00$44,787$2,152.59+$4.875981653489057e+49M → CAGR

CAGR vs JEPQ: Complete Analysis 2026

CAGR — Stock

California Grapes International, Inc. imports, exports, and distributes American wines internationally. The company purchases goods directly from manufacturers in the United States and distributes these products to distributors, grocery stores, supermarkets and hypermarkets, consumers, and restaurants. It also provides services for exporting, marketing, promoting, distributing, and selling for the California wine industry. In addition, the company, through its subsidiaries, engages in the importation and distribution of products in China. California Grapes International, Inc. is based in Henderson, Nevada.

Full CAGR 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 →
📬

Get this CAGR vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

CAGR vs SCHDCAGR vs JEPICAGR vs OCAGR vs KOCAGR vs MAINCAGR vs XYLDCAGR vs QYLDCAGR 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.