HomeCompareFFFVX vs JEPQ

FFFVX vs JEPQ: Dividend Comparison 2026

FFFVX yields 0.32% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $25.7K in total portfolio value
10 years
FFFVX
FFFVX
● Live price
0.32%
Share price
$11.20
Annual div
$0.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.1K
Annual income
$32.82
Full FFFVX 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 — FFFVX 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 PeriodFFFVXJEPQ
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, FFFVX + JEPQ cover 0 of 12 monthsgood coverage

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

FFFVX
Annual income on $10K today (after 15% tax)
$27.32/yr
After 10yr DRIP, annual income (after tax)
$27.90/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 $1,900.91/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FFFVX: 50%JEPQ: 50%
100% JEPQ50/50100% FFFVX
Portfolio after 10yr
$33.0K
Annual income
$1,151.00/yr
Blended yield
3.49%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FFFVX buys
0
JEPQ buys
0
No recent congressional trades found for FFFVX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFFFVXJEPQ
Forward yield0.32%11.47%
Annual dividend / share$0.04$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.1K$45.8K
Annual income after 10y$32.82$2,269.18
Total dividends collected$325.00$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFFFVX PortfolioFFFVX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,732$32.14$11,967$1,146.53$1.2KJEPQ
2$11,516$32.24$14,216$1,268.02$2.7KJEPQ
3$12,354$32.33$16,774$1,392.20$4.4KJEPQ
4$13,251$32.41$19,667$1,518.21$6.4KJEPQ
5$14,211$32.49$22,925$1,645.21$8.7KJEPQ
6$15,239$32.57$26,578$1,772.40$11.3KJEPQ
7$16,338$32.64$30,656$1,899.04$14.3KJEPQ
8$17,514$32.70$35,194$2,024.45$17.7KJEPQ
9$18,773$32.76$40,228$2,148.01$21.5KJEPQ
10$20,120$32.82$45,796$2,269.18$25.7KJEPQ

FFFVX vs JEPQ: Complete Analysis 2026

FFFVXStock

The fund invests in a combination of Fidelity® domestic equity funds, international equity funds (developed and emerging markets), bond funds, and short-term funds. It uses an asset allocation strategy that becomes increasingly conservative until it reaches an allocation similar to that of the Fidelity Freedom® Income Fund (approximately 17% in domestic equity funds, 7% in international equity funds, 46% in bond funds, and 30% in short-term funds (approximately 10 to 19 years after the year 2005)).

Full FFFVX 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.