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FORG vs JEPQ: Dividend Comparison 2026

FORG yields 8.62% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $9.4K in total portfolio value
10 years
FORG
FORG
● Live price
8.62%
Share price
$23.21
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.4K
Annual income
$1,484.80
Full FORG 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 — FORG 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 PeriodFORGJEPQ
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, FORG + JEPQ cover 0 of 12 monthsgood coverage

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

FORG
Annual income on $10K today (after 15% tax)
$732.44/yr
After 10yr DRIP, annual income (after tax)
$1,262.08/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 $567.62/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 FORG + JEPQ for your $10,000?

FORG: 50%JEPQ: 50%
100% JEPQ50/50100% FORG
Portfolio after 10yr
$40.1K
Annual income
$1,818.69/yr
Blended yield
4.54%
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Analyst Conviction Gap

Where Wall Street is most bullish on FORG right now

FORG
Analyst Ratings
1
Buy
7
Hold
Consensus: Hold
Price Target
$20.33
-12.4% upside vs current
Range: $17.00 — $24.00
Altman Z
6.5
Piotroski
3/9
JEPQ
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FORG buys
0
JEPQ buys
0
No recent congressional trades found for FORG or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFORGJEPQ
Forward yield8.62%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$35.4K$44.8K
Annual income after 10y$1,484.80$2,152.59
Total dividends collected$11.8K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFORG PortfolioFORG Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,562$861.70$11,930$1,110.39$368.00JEPQ
2$13,302$931.09$14,133$1,224.34$831.00JEPQ
3$15,234$1,001.17$16,632$1,340.46$1.4KJEPQ
4$17,372$1,071.59$19,454$1,457.97$2.1KJEPQ
5$19,731$1,142.04$22,626$1,576.08$2.9KJEPQ
6$22,324$1,212.20$26,175$1,694.09$3.9KJEPQ
7$25,168$1,281.80$30,133$1,811.32$5.0KJEPQ
8$28,281$1,350.59$34,531$1,927.17$6.3KJEPQ
9$31,679$1,418.32$39,403$2,041.08$7.7KJEPQ
10$35,381$1,484.80$44,787$2,152.59$9.4KJEPQ

FORG vs JEPQ: Complete Analysis 2026

FORGStock

ForgeRock, Inc., together with its subsidiaries, operates a digital identity platform to secure, manage, and govern the identities of customers, employees, partners, application programing interfaces (APIs), microservices, devices, and the Internet of things worldwide. It offers identity management products to automate onboarding/registration and progressive profiling, identity lifecycle and relationship management, identity provisioning and synchronization, user self-service, personalization, delegation, and privacy and consent management. The company also provides access management products, such as passwordless, usernameless, and multi-factor authentication; single sign-on; contextual and adaptive risk-based access; fine-grained authorization; API and microservices security; and secure impersonation and data sharing. In addition, it offers identity governance products, including access requests that allow users to request access to systems or applications through integration with help desk or service ticketing systems; access reviews and certifications; segregation of duties; role and entitlement management; policy management; identity workflows, which enable enterprises to connect their business processes with identity events; and reporting and analytics. Further, the company provides autonomous identity products that comprise predictive confidence scores for access; overprovisioned access detection and access revocation recommendations; outlier detection; identity automation recommendations; role mining and recommendations; joiner, mover, and leaver access automation; and automated approvals and certifications. ForgeRock, Inc. was founded in 2009 and is headquartered in San Francisco, California.

Full FORG 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.