HomeCompareESVAX vs JEPQ

ESVAX vs JEPQ: Dividend Comparison 2026

ESVAX yields 15.27% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ESVAX wins by $9.6K in total portfolio value
10 years
ESVAX
ESVAX
● Live price
15.27%
Share price
$13.10
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$54.4K
Annual income
$3,916.65
Full ESVAX 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 — ESVAX vs JEPQ

📍 ESVAX 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 PeriodESVAXJEPQ
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, ESVAX + JEPQ cover 0 of 12 monthsgood coverage

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

ESVAX
Annual income on $10K today (after 15% tax)
$1,297.71/yr
After 10yr DRIP, annual income (after tax)
$3,329.15/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, ESVAX beats the other by $1,499.45/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ESVAX: 50%JEPQ: 50%
100% JEPQ50/50100% ESVAX
Portfolio after 10yr
$49.6K
Annual income
$3,034.62/yr
Blended yield
6.12%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ESVAX buys
0
JEPQ buys
0
No recent congressional trades found for ESVAX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricESVAXJEPQ
Forward yield15.27%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$54.4K$44.8K
Annual income after 10y$3,916.65$2,152.59
Total dividends collected$26.6K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearESVAX PortfolioESVAX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,227$1,526.72$11,930$1,110.39+$297.00ESVAX
2$14,827$1,744.56$14,133$1,224.34+$694.00ESVAX
3$17,842$1,977.19$16,632$1,340.46+$1.2KESVAX
4$21,315$2,223.60$19,454$1,457.97+$1.9KESVAX
5$25,289$2,482.59$22,626$1,576.08+$2.7KESVAX
6$29,812$2,752.82$26,175$1,694.09+$3.6KESVAX
7$34,932$3,032.87$30,133$1,811.32+$4.8KESVAX
8$40,699$3,321.23$34,531$1,927.17+$6.2KESVAX
9$47,164$3,616.34$39,403$2,041.08+$7.8KESVAX
10$54,382$3,916.65$44,787$2,152.59+$9.6KESVAX

ESVAX vs JEPQ: Complete Analysis 2026

ESVAXStock

Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-cap companies (the "80% Policy"). The portfolio managers generally consider small-cap companies to be those companies with market capitalizations within the range of companies included in the MSCI World Small Cap Index.

Full ESVAX 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.