HomeCompareFIVA vs JEPQ

FIVA vs JEPQ: Dividend Comparison 2026

FIVA yields 2.80% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $20.9K in total portfolio value
10 years
FIVA
FIVA
● Live price
2.80%
Share price
$34.50
Annual div
$0.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.9K
Annual income
$335.81
Full FIVA 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 — FIVA 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 PeriodFIVAJEPQ
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, FIVA + JEPQ cover 0 of 12 monthsgood coverage

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

FIVA
Annual income on $10K today (after 15% tax)
$238.25/yr
After 10yr DRIP, annual income (after tax)
$285.44/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, JEPQ beats the other by $1,544.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FIVA: 50%JEPQ: 50%
100% JEPQ50/50100% FIVA
Portfolio after 10yr
$34.3K
Annual income
$1,244.20/yr
Blended yield
3.62%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FIVA buys
0
JEPQ buys
0
No recent congressional trades found for FIVA or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFIVAJEPQ
Forward yield2.80%11.10%
Annual dividend / share$0.97$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.9K$44.8K
Annual income after 10y$335.81$2,152.59
Total dividends collected$3.1K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFIVA PortfolioFIVA Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,980$280.29$11,930$1,110.39$950.00JEPQ
2$12,037$287.63$14,133$1,224.34$2.1KJEPQ
3$13,174$294.67$16,632$1,340.46$3.5KJEPQ
4$14,397$301.42$19,454$1,457.97$5.1KJEPQ
5$15,713$307.86$22,626$1,576.08$6.9KJEPQ
6$17,127$314.01$26,175$1,694.09$9.0KJEPQ
7$18,646$319.88$30,133$1,811.32$11.5KJEPQ
8$20,276$325.46$34,531$1,927.17$14.3KJEPQ
9$22,027$330.77$39,403$2,041.08$17.4KJEPQ
10$23,904$335.81$44,787$2,152.59$20.9KJEPQ

FIVA vs JEPQ: Complete Analysis 2026

FIVAStock

Capitalizes on cheap non-U.S. stocks, with low prices relative to fundamentals, which have historically outperformed the market over time.

Full FIVA 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.