HomeCompareFSML vs JEPQ

FSML vs JEPQ: Dividend Comparison 2026

FSML yields 0.18% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $25.9K in total portfolio value
10 years
FSML
FSML
● Live price
0.18%
Share price
$24.60
Annual div
$0.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.9K
Annual income
$18.38
Full FSML calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — FSML 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 PeriodFSMLJEPQ
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, FSML + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
FSML pays
JEPQ pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

FSML
Annual income on $10K today (after 15% tax)
$15.44/yr
After 10yr DRIP, annual income (after tax)
$15.62/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, JEPQ beats the other by $1,913.18/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FSML: 50%JEPQ: 50%
100% JEPQ50/50100% FSML
Portfolio after 10yr
$32.9K
Annual income
$1,143.78/yr
Blended yield
3.48%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FSML buys
0
JEPQ buys
0
No recent congressional trades found for FSML or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFSMLJEPQ
Forward yield0.18%11.47%
Annual dividend / share$0.04$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$19.9K$45.8K
Annual income after 10y$18.38$2,269.18
Total dividends collected$183.00$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFSML PortfolioFSML Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,718$18.16$11,967$1,146.53$1.2KJEPQ
2$11,487$18.19$14,216$1,268.02$2.7KJEPQ
3$12,309$18.22$16,774$1,392.20$4.5KJEPQ
4$13,189$18.25$19,667$1,518.21$6.5KJEPQ
5$14,130$18.27$22,925$1,645.21$8.8KJEPQ
6$15,138$18.30$26,578$1,772.40$11.4KJEPQ
7$16,216$18.32$30,656$1,899.04$14.4KJEPQ
8$17,369$18.34$35,194$2,024.45$17.8KJEPQ
9$18,603$18.36$40,228$2,148.01$21.6KJEPQ
10$19,924$18.38$45,796$2,269.18$25.9KJEPQ

FSML vs JEPQ: Complete Analysis 2026

FSMLStock

The fund seeks long-term capital appreciation by investing in a portfolio of small cap equity securities selected from the fund's investible universe (as represented by the Russell 2000 Index). The fund pursues a multi-factor, quantitative investment approach that leverages the active convictions of the Specialist Investment Managers at Franklin Templeton including Putnam, Royce, Franklin and Clearbridge.

Full FSML 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.