HomeCompareFSWA vs JEPQ

FSWA vs JEPQ: Dividend Comparison 2026

FSWA yields 29.85% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 FSWA wins by $86.4K in total portfolio value
10 years
FSWA
FSWA
● Live price
29.85%
Share price
$6.70
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$131.2K
Annual income
$17,289.99
Full FSWA 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 — FSWA vs JEPQ

📍 FSWA 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 PeriodFSWAJEPQ
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, FSWA + JEPQ cover 0 of 12 monthsgood coverage

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

FSWA
Annual income on $10K today (after 15% tax)
$2,537.31/yr
After 10yr DRIP, annual income (after tax)
$14,696.49/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, FSWA beats the other by $12,866.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FSWA: 50%JEPQ: 50%
100% JEPQ50/50100% FSWA
Portfolio after 10yr
$88.0K
Annual income
$9,721.28/yr
Blended yield
11.05%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FSWA buys
0
JEPQ buys
0
No recent congressional trades found for FSWA or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFSWAJEPQ
Forward yield29.85%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$131.2K$44.8K
Annual income after 10y$17,289.99$2,152.59
Total dividends collected$89.4K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFSWA PortfolioFSWA Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$13,685$2,985.07$11,930$1,110.39+$1.8KFSWA
2$18,461$3,817.85$14,133$1,224.34+$4.3KFSWA
3$24,566$4,813.27$16,632$1,340.46+$7.9KFSWA
4$32,272$5,986.12$19,454$1,457.97+$12.8KFSWA
5$41,881$7,349.34$22,626$1,576.08+$19.3KFSWA
6$53,726$8,913.51$26,175$1,694.09+$27.6KFSWA
7$68,173$10,686.48$30,133$1,811.32+$38.0KFSWA
8$85,618$12,673.05$34,531$1,927.17+$51.1KFSWA
9$106,486$14,874.79$39,403$2,041.08+$67.1KFSWA
10$131,230$17,289.99$44,787$2,152.59+$86.4KFSWA

FSWA vs JEPQ: Complete Analysis 2026

FSWAStock

First Sound Bank provides various banking products and services for individuals, small and medium-sized businesses, not-for-profit organizations, entrepreneurs, and professional service firms in Western Washington. The company's deposit products include checking, savings, money market, and sweep accounts. It also offers consumer loans comprising personal loans, ready cash line of credit, and home equity lines of credit; and commercial loans, such as lines of credit, commercial real estate loans, export activity and foreign receivables, investment property loans, and small business administration loans, as well as cash flow solutions. In addition, the company provides cash management services; and international services, including import and export letters of credit, standby letters of credit, documentary collections, and foreign exchange services, as well as international remittances, drafts, and wires. Further, it offers Sound eCapture services that allow its customers to scan checks, create digital deposits, and transmit for account clearing and posting. Additionally, the company provides equipment financing; and ATM card, debit card, credit card, merchant, mobile and online banking, and courier services. It operates through a branch in downtown Seattle, Washington. The company was founded in 2004 and is headquartered in Seattle, Washington.

Full FSWA 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.