HomeCompareFLVEX vs JEPQ

FLVEX vs JEPQ: Dividend Comparison 2026

FLVEX yields 13.97% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 FLVEX wins by $5.3K in total portfolio value
10 years
FLVEX
FLVEX
● Live price
13.97%
Share price
$14.32
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$50.1K
Annual income
$3,319.31
Full FLVEX 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 — FLVEX vs JEPQ

📍 FLVEX 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 PeriodFLVEXJEPQ
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, FLVEX + JEPQ cover 0 of 12 monthsgood coverage

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

FLVEX
Annual income on $10K today (after 15% tax)
$1,187.15/yr
After 10yr DRIP, annual income (after tax)
$2,821.41/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, FLVEX beats the other by $991.71/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

FLVEX: 50%JEPQ: 50%
100% JEPQ50/50100% FLVEX
Portfolio after 10yr
$47.4K
Annual income
$2,735.95/yr
Blended yield
5.77%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FLVEX buys
0
JEPQ buys
0
PoliticianChamberTickerTypeAmountDate
Alan S. Lowenthal🏢 House$FLVEX▼ Sell$1,001 - $15,0002020-04-18
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFLVEXJEPQ
Forward yield13.97%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$50.1K$44.8K
Annual income after 10y$3,319.31$2,152.59
Total dividends collected$23.2K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFLVEX PortfolioFLVEX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,097$1,396.65$11,930$1,110.39+$167.00FLVEX
2$14,522$1,578.95$14,133$1,224.34+$389.00FLVEX
3$17,310$1,771.56$16,632$1,340.46+$678.00FLVEX
4$20,496$1,973.54$19,454$1,457.97+$1.0KFLVEX
5$24,114$2,183.82$22,626$1,576.08+$1.5KFLVEX
6$28,204$2,401.28$26,175$1,694.09+$2.0KFLVEX
7$32,803$2,624.75$30,133$1,811.32+$2.7KFLVEX
8$37,952$2,853.04$34,531$1,927.17+$3.4KFLVEX
9$43,693$3,084.96$39,403$2,041.08+$4.3KFLVEX
10$50,071$3,319.31$44,787$2,152.59+$5.3KFLVEX

FLVEX vs JEPQ: Complete Analysis 2026

FLVEXStock

The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks included in the Russell 1000® Value Index, which is a market capitalization-weighted index designed to measure the performance of the large-cap value segment of the U.S. equity market. It invests in domestic and foreign issuers.

Full FLVEX 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.