HomeCompareEGFEF vs JEPQ

EGFEF vs JEPQ: Dividend Comparison 2026

EGFEF yields 3.57% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 EGFEF wins by $1001.40M in total portfolio value· pulled ahead in Year 3
10 years
EGFEF
EGFEF
● Live price
3.57%
Share price
$4.85
Annual div
$0.17
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1001.44M
Annual income
$950,354,871.85
Full EGFEF 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 — EGFEF vs JEPQ

📍 EGFEF 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 PeriodEGFEFJEPQ
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, EGFEF + JEPQ cover 0 of 12 monthsgood coverage

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

EGFEF
Annual income on $10K today (after 15% tax)
$303.77/yr
After 10yr DRIP, annual income (after tax)
$807,801,641.07/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, EGFEF beats the other by $807,799,811.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EGFEF: 50%JEPQ: 50%
100% JEPQ50/50100% EGFEF
Portfolio after 10yr
$500.74M
Annual income
$475,178,512.22/yr
Blended yield
94.89%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EGFEF buys
0
JEPQ buys
0
No recent congressional trades found for EGFEF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEGFEFJEPQ
Forward yield3.57%11.10%
Annual dividend / share$0.17$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$1001.44M$44.8K
Annual income after 10y$950,354,871.85$2,152.59
Total dividends collected$997.74M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearEGFEF PortfolioEGFEF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,415$714.76$11,930$1,110.39$515.00JEPQ
2$13,739$1,525.01$14,133$1,224.34$394.00JEPQ
3← crossover$18,131$3,430.84$16,632$1,340.46+$1.5KEGFEF
4$27,864$8,463.06$19,454$1,457.97+$8.4KEGFEF
5$54,124$24,309.77$22,626$1,576.08+$31.5KEGFEF
6$146,175$88,262.92$26,175$1,694.09+$120.0KEGFEF
7$601,972$445,564.25$30,133$1,811.32+$571.8KEGFEF
8$4,073,829$3,429,718.55$34,531$1,927.17+$4.04MEGFEF
9$47,743,157$43,384,160.51$39,403$2,041.08+$47.70MEGFEF
10$1,001,440,050$950,354,871.85$44,787$2,152.59+$1001.40MEGFEF

EGFEF vs JEPQ: Complete Analysis 2026

EGFEFStock

Eurobank Ergasias Services and Holdings S.A., together with its subsidiaries, provides retail banking, corporate and private banking, asset management, treasury, capital markets, and other services primarily in Greece, and Central and Southeastern Europe. It operates through Retail, Corporate, Global Markets & Asset Management, International, Investment Property, and Other segments. The company offers current accounts, savings, deposits and investment savings products, credit and debit cards, small business banking, mortgages, overdrafts, loans and other credit facilities, foreign currency and derivative products, custody and clearing services, and cash management and trade services, as well as corporate finance, and merger and acquisitions advice services. It also provides financial instruments trading services to institutional investors, as well as specialized financial advice and intermediation. In addition, the company offers mutual fund products, and institutional asset management and equity brokerage services. Further, it is involved in the investment property activities related to a portfolio of commercial real estate assets. Additionally, the company engages in the property management and other investing activities; and provision of private banking services for medium and high net worth individuals. In addition, the company offers business-to-business e-commerce, accounting, tax, leasing, factoring, loans and credits claim management, credit card and fund management, real estate, and other services. Further, it engages in the informatics data processing activities. As of March 31, 2022, the company had a network of 647 branches and business/private banking centers. Eurobank Ergasias Services and Holdings S.A. was founded in 1990 and is based in Athens, Greece.

Full EGFEF 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.