Is FGBFX or JEPQ a better dividend investment in 2026?

FGBFX currently yields 103.08% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: FGBFX offers higher current income.

What is the dividend yield difference between FGBFX and JEPQ?

FGBFX has a forward dividend yield of 103.08% ($8.52/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 91.98 percentage points.

Home › Compare › FGBFX vs JEPQ

FGBFX vs JEPQ: Dividend Comparison 2026

FGBFX yields 103.08% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 FGBFX wins by $4.37M in total portfolio value

INVESTMENT

TIME HORIZON10 years

FGBFX

● Live price

103.08%

Share price

$8.27

Annual div

$8.52

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$4.41M

Annual income

$1,517,845.36

Full FGBFX calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — FGBFX vs JEPQ

📍 FGBFX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	FGBFX	JEPQ
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, FGBFX + JEPQ cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

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Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

—

FGBFX pays

JEPQ pays

Both pay

Neither

💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

FGBFX

Annual income on $10K today (after 15% tax)

$8,761.58/yr

After 10yr DRIP, annual income (after tax)

$1,290,168.56/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, FGBFX beats the other by $1,288,338.85/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

FGBFX: 50%JEPQ: 50%

100% JEPQ50/50100% FGBFX

Portfolio after 10yr

$2.23M

Annual income

$759,998.97/yr

Blended yield

34.09%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FGBFX buys

JEPQ buys

No recent congressional trades found for FGBFX or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricFGBFXJEPQ

Forward yield	103.08% ✓	11.10%
Annual dividend / share	$8.52 ✓	$6.16
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$4.41M	$44.8K ✓
Annual income after 10y	$1,517,845.36 ✓	$2,152.59
Total dividends collected	$3.95M	$16.3K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	FGBFX Portfolio	FGBFX Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$21,008	$10,307.74	$11,930	$1,110.39	+$9.1K → FGBFX
2	$42,716	$20,237.60	$14,133	$1,224.34	+$28.6K → FGBFX
3	$84,164	$38,457.87	$16,632	$1,340.46	+$67.5K → FGBFX
4	$160,872	$70,817.03	$19,454	$1,457.97	+$141.4K → FGBFX
5	$298,639	$126,505.59	$22,626	$1,576.08	+$276.0K → FGBFX
6	$539,022	$219,478.02	$26,175	$1,694.09	+$512.8K → FGBFX
7	$946,979	$370,226.10	$30,133	$1,811.32	+$916.8K → FGBFX
8	$1,621,147	$607,879.48	$34,531	$1,927.17	+$1.59M → FGBFX
9	$2,707,186	$972,558.41	$39,403	$2,041.08	+$2.67M → FGBFX
10	$4,414,535	$1,517,845.36	$44,787	$2,152.59	+$4.37M → FGBFX

FGBFX vs JEPQ: Complete Analysis 2026

FGBFX — Stock

The investment seeks a high level of current income. The fund invests in securities issued throughout the world, including securities of issuers located in emerging markets. It normally invests at least 80% of the fund's assets in debt securities of all types and repurchase agreements for those securities. The fund normally invests primarily in investment-grade debt securities.

Full FGBFX Calculator →

JEPQ — ETF

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.