HomeCompareCCOZY vs JEPQ

CCOZY vs JEPQ: Dividend Comparison 2026

CCOZY yields 3.13% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $23.8K in total portfolio value
10 years
CCOZY
CCOZY
● Live price
3.13%
Share price
$34.00
Annual div
$1.07
5Y div CAGR
-26.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.0K
Annual income
$15.40
Full CCOZY 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 — CCOZY vs JEPQ

📍 JEPQ 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 PeriodCCOZYJEPQ
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, CCOZY + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CCOZY
Annual income on $10K today (after 15% tax)
$266.32/yr
After 10yr DRIP, annual income (after tax)
$13.09/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 $1,816.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CCOZY: 50%JEPQ: 50%
100% JEPQ50/50100% CCOZY
Portfolio after 10yr
$32.9K
Annual income
$1,083.99/yr
Blended yield
3.29%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CCOZY buys
0
JEPQ buys
0
No recent congressional trades found for CCOZY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCCOZYJEPQ
Forward yield3.13%11.10%
Annual dividend / share$1.07$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-26.5%0%
Portfolio after 10y$21.0K$44.8K
Annual income after 10y$15.40$2,152.59
Total dividends collected$854.00$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCCOZY PortfolioCCOZY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,930$230.29$11,930$1,110.39$1.0KJEPQ
2$11,868$172.90$14,133$1,224.34$2.3KJEPQ
3$12,828$128.96$16,632$1,340.46$3.8KJEPQ
4$13,822$95.75$19,454$1,457.97$5.6KJEPQ
5$14,860$70.87$22,626$1,576.08$7.8KJEPQ
6$15,953$52.34$26,175$1,694.09$10.2KJEPQ
7$17,108$38.59$30,133$1,811.32$13.0KJEPQ
8$18,334$28.43$34,531$1,927.17$16.2KJEPQ
9$19,638$20.93$39,403$2,041.08$19.8KJEPQ
10$21,028$15.40$44,787$2,152.59$23.8KJEPQ

CCOZY vs JEPQ: Complete Analysis 2026

CCOZYStock

China Coal Energy Company Limited mines, produces, processes, trades in, and sells coal in the People's Republic of China and internationally. It operates through Coal, Coal Chemical, Coal Mining Equipment, and Finance Segment. The company offers polyolefin, methanol, urea, and other coal chemical products. It also engages in thermal power generation, aluminum processing, equipment and parts import, bidding services, and railway transportation, as well as financing, tendering, and waste dumping services. In addition, the company involved in the research, design, development, manufacture, trade, and sale of coal mining machinery and equipment; provision of after-sales services; import of equipment and accessories; sale of coke; metallurgy; production and storage of dangerous goods; and other businesses. China Coal Energy Company Limited was incorporated in 2006 and is based in Beijing, the People's Republic of China. China Coal Energy Company Limited is a subsidiary of China National Coal Group Corporation.

Full CCOZY 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 →
📬

Get this CCOZY vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

CCOZY vs SCHDCCOZY vs JEPICCOZY vs OCCOZY vs KOCCOZY vs MAINCCOZY vs XYLDCCOZY vs QYLDCCOZY 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.