HomeCompareFSCIX vs JEPQ

FSCIX vs JEPQ: Dividend Comparison 2026

FSCIX yields 1.56% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $22.9K in total portfolio value
10 years
FSCIX
FSCIX
● Live price
1.56%
Share price
$37.29
Annual div
$0.58
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.9K
Annual income
$172.03
Full FSCIX 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 — FSCIX 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 PeriodFSCIXJEPQ
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, FSCIX + JEPQ cover 0 of 12 monthsgood coverage

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

FSCIX
Annual income on $10K today (after 15% tax)
$132.21/yr
After 10yr DRIP, annual income (after tax)
$146.23/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 $1,683.48/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FSCIX: 50%JEPQ: 50%
100% JEPQ50/50100% FSCIX
Portfolio after 10yr
$33.4K
Annual income
$1,162.30/yr
Blended yield
3.48%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FSCIX buys
0
JEPQ buys
0
No recent congressional trades found for FSCIX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFSCIXJEPQ
Forward yield1.56%11.10%
Annual dividend / share$0.58$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.9K$44.8K
Annual income after 10y$172.03$2,152.59
Total dividends collected$1.6K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFSCIX PortfolioFSCIX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,856$155.54$11,930$1,110.39$1.1KJEPQ
2$11,773$157.80$14,133$1,224.34$2.4KJEPQ
3$12,757$159.94$16,632$1,340.46$3.9KJEPQ
4$13,812$161.97$19,454$1,457.97$5.6KJEPQ
5$14,943$163.90$22,626$1,576.08$7.7KJEPQ
6$16,155$165.71$26,175$1,694.09$10.0KJEPQ
7$17,453$167.43$30,133$1,811.32$12.7KJEPQ
8$18,844$169.05$34,531$1,927.17$15.7KJEPQ
9$20,333$170.58$39,403$2,041.08$19.1KJEPQ
10$21,929$172.03$44,787$2,152.59$22.9KJEPQ

FSCIX vs JEPQ: Complete Analysis 2026

FSCIXStock

The fund normally invests at least 80% of its assets in securities of companies with small market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2000 ® Index or the S&P SmallCap 600 ® Index). It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both.

Full FSCIX 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.