HomeCompareCURZ vs JEPQ

CURZ vs JEPQ: Dividend Comparison 2026

CURZ yields 160.00% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CURZ wins by $34.81M in total portfolio value
10 years
CURZ
CURZ
● Live price
160.00%
Share price
$1.25
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.86M
Annual income
$15,634,271.53
Full CURZ 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 — CURZ vs JEPQ

📍 CURZ 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 PeriodCURZJEPQ
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, CURZ + JEPQ cover 0 of 12 monthsgood coverage

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

CURZ
Annual income on $10K today (after 15% tax)
$13,600.00/yr
After 10yr DRIP, annual income (after tax)
$13,289,130.80/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, CURZ beats the other by $13,287,301.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CURZ: 50%JEPQ: 50%
100% JEPQ50/50100% CURZ
Portfolio after 10yr
$17.45M
Annual income
$7,818,212.05/yr
Blended yield
44.80%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CURZ buys
0
JEPQ buys
0
No recent congressional trades found for CURZ or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCURZJEPQ
Forward yield160.00%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$34.86M$44.8K
Annual income after 10y$15,634,271.53$2,152.59
Total dividends collected$32.40M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCURZ PortfolioCURZ Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$26,700$16,000.00$11,930$1,110.39+$14.8KCURZ
2$68,494$39,925.23$14,133$1,224.34+$54.4KCURZ
3$169,010$95,720.83$16,632$1,340.46+$152.4KCURZ
4$401,580$220,739.56$19,454$1,457.97+$382.1KCURZ
5$919,872$490,181.40$22,626$1,576.08+$897.2KCURZ
6$2,033,632$1,049,369.50$26,175$1,694.09+$2.01MCURZ
7$4,344,139$2,168,152.23$30,133$1,811.32+$4.31MCURZ
8$8,976,727$4,328,498.22$34,531$1,927.17+$8.94MCURZ
9$17,964,357$8,359,258.83$39,403$2,041.08+$17.92MCURZ
10$34,856,133$15,634,271.53$44,787$2,152.59+$34.81MCURZ

CURZ vs JEPQ: Complete Analysis 2026

CURZStock

Curzio Research, Inc. publishes financial newsletters in the United States. Its newsletters provide market analysis and stock ideas, and tools for individual investors. The company offers various publications, such as Curzio Research Advisory, an investment newsletter; Curzio Venture Opportunities, a small-cap newsletter advisory; Crypto Intelligence; Moneyflow Trader; the Dollar Stock Club; Unlimited Income, an income asset advisory; the Big Money Report; and Big Money Trader, as well as Wall Street Unplugged, a financial podcast. Curzio Research, Inc. was founded in 2016 and is based in Fernandina Beach, Florida.

Full CURZ 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.