HomeCompareCOPY vs JEPQ

COPY vs JEPQ: Dividend Comparison 2026

COPY yields 0.92% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $24.8K in total portfolio value
10 years
COPY
COPY
● Live price
0.92%
Share price
$13.45
Annual div
$0.12
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.0K
Annual income
$97.11
Full COPY calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — COPY 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 PeriodCOPYJEPQ
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, COPY + JEPQ cover 0 of 12 monthsgood coverage

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

COPY
Annual income on $10K today (after 15% tax)
$77.78/yr
After 10yr DRIP, annual income (after tax)
$82.54/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, JEPQ beats the other by $1,846.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

COPY: 50%JEPQ: 50%
100% JEPQ50/50100% COPY
Portfolio after 10yr
$33.4K
Annual income
$1,183.15/yr
Blended yield
3.54%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

COPY buys
0
JEPQ buys
0
No recent congressional trades found for COPY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCOPYJEPQ
Forward yield0.92%11.47%
Annual dividend / share$0.12$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.0K$45.8K
Annual income after 10y$97.11$2,269.18
Total dividends collected$945.00$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCOPY PortfolioCOPY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,792$91.51$11,967$1,146.53$1.2KJEPQ
2$11,639$92.29$14,216$1,268.02$2.6KJEPQ
3$12,547$93.03$16,774$1,392.20$4.2KJEPQ
4$13,519$93.72$19,667$1,518.21$6.1KJEPQ
5$14,560$94.38$22,925$1,645.21$8.4KJEPQ
6$15,674$94.99$26,578$1,772.40$10.9KJEPQ
7$16,867$95.57$30,656$1,899.04$13.8KJEPQ
8$18,143$96.12$35,194$2,024.45$17.1KJEPQ
9$19,510$96.63$40,228$2,148.01$20.7KJEPQ
10$20,973$97.11$45,796$2,269.18$24.8KJEPQ

COPY vs JEPQ: Complete Analysis 2026

COPYStock

The fund is an actively-managed ETF and pursues its investment objective by investing under normal circumstances at least 80% of its net assets in equity securities of U.S. and non-U.S. companies that Tweedy, Browne Company LLC believes are undervalued, and where either the company’s “insiders” have been actively purchasing the company’s equity securities and/or the company is conducting “opportunistic share buybacks.”

Full COPY 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.