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EFGXY vs JEPQ: Dividend Comparison 2026

EFGXY yields 2.98% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EFGXY wins by $194.99M in total portfolio value· pulled ahead in Year 3
10 years
EFGXY
EFGXY
● Live price
2.98%
Share price
$25.85
Annual div
$0.77
5Y div CAGR
96%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$195.04M
Annual income
$180,759,169.22
Full EFGXY 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 — EFGXY vs JEPQ

📍 EFGXY pulled ahead of the other in Year 3

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 PeriodEFGXYJEPQ
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, EFGXY + JEPQ cover 0 of 12 monthsgood coverage

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

EFGXY
Annual income on $10K today (after 15% tax)
$253.02/yr
After 10yr DRIP, annual income (after tax)
$153,645,293.84/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, EFGXY beats the other by $153,643,464.14/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EFGXY: 50%JEPQ: 50%
100% JEPQ50/50100% EFGXY
Portfolio after 10yr
$97.54M
Annual income
$90,380,660.90/yr
Blended yield
92.66%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EFGXY right now

EFGXY
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
0.4
Piotroski
4/9
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EFGXY buys
0
JEPQ buys
0
No recent congressional trades found for EFGXY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEFGXYJEPQ
Forward yield2.98%11.10%
Annual dividend / share$0.77$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR96%0%
Portfolio after 10y$195.04M$44.8K
Annual income after 10y$180,759,169.22$2,152.59
Total dividends collected$193.95M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearEFGXY PortfolioEFGXY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,283$583.43$11,930$1,110.39$647.00JEPQ
2$13,279$1,205.87$14,133$1,224.34$854.00JEPQ
3← crossover$16,808$2,599.57$16,632$1,340.46+$176.00EFGXY
4$24,012$6,027.35$19,454$1,457.97+$4.6KEFGXY
5$41,466$15,772.77$22,626$1,576.08+$18.8KEFGXY
6$94,261$49,892.90$26,175$1,694.09+$68.1KEFGXY
7$308,616$207,756.41$30,133$1,811.32+$278.5KEFGXY
8$1,576,201$1,245,981.84$34,531$1,927.17+$1.54MEFGXY
9$13,343,276$11,656,741.21$39,403$2,041.08+$13.30MEFGXY
10$195,036,475$180,759,169.22$44,787$2,152.59+$194.99MEFGXY

EFGXY vs JEPQ: Complete Analysis 2026

EFGXYStock

EFG International AG, together with its subsidiaries, provides private banking, wealth management, and asset management services. It offers investment solutions, including discretionary mandates, structured products, trading services, and Islamic solutions; wealth and trust services; credit and financing services, such as property and investment finance; and eBanking services, including mobile banking and security services. The company also provides other banking services consisting of custody, foreign exchange and treasury, and trading services, as well as accounts and cards; and supports independent asset managers to set up private label funds. It operates in Europe, Asia Pacific, the Americas, and the Middle East. EFG International AG was founded in 1995 and is headquartered in Zurich, Switzerland.

Full EFGXY 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.