HomeCompareFVE vs JEPQ

FVE vs JEPQ: Dividend Comparison 2026

FVE yields 68.03% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 FVE wins by $913.6K in total portfolio value
10 years
FVE
FVE
● Live price
68.03%
Share price
$2.94
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$958.4K
Annual income
$246,254.46
Full FVE 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 — FVE vs JEPQ

📍 FVE 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 PeriodFVEJEPQ
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, FVE + JEPQ cover 0 of 12 monthsgood coverage

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

FVE
Annual income on $10K today (after 15% tax)
$5,782.31/yr
After 10yr DRIP, annual income (after tax)
$209,316.29/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, FVE beats the other by $207,486.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FVE: 50%JEPQ: 50%
100% JEPQ50/50100% FVE
Portfolio after 10yr
$501.6K
Annual income
$124,203.52/yr
Blended yield
24.76%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on FVE right now

FVE
Analyst Ratings
3
Buy
2
Hold
Consensus: Buy
Altman Z
1.6
Piotroski
2/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FVE buys
0
JEPQ buys
0
No recent congressional trades found for FVE or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFVEJEPQ
Forward yield68.03%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$958.4K$44.8K
Annual income after 10y$246,254.46$2,152.59
Total dividends collected$812.6K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFVE PortfolioFVE Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$17,503$6,802.72$11,930$1,110.39+$5.6KFVE
2$29,856$11,127.68$14,133$1,224.34+$15.7KFVE
3$49,685$17,739.47$16,632$1,340.46+$33.1KFVE
4$80,753$27,590.29$19,454$1,457.97+$61.3KFVE
5$128,315$41,908.99$22,626$1,576.08+$105.7KFVE
6$199,533$62,235.88$26,175$1,694.09+$173.4KFVE
7$303,947$90,447.04$30,133$1,811.32+$273.8KFVE
8$453,987$128,763.96$34,531$1,927.17+$419.5KFVE
9$665,511$179,744.77$39,403$2,041.08+$626.1KFVE
10$958,352$246,254.46$44,787$2,152.59+$913.6KFVE

FVE vs JEPQ: Complete Analysis 2026

FVEStock

Five Star Senior Living Inc. operates and manages senior living communities in the United States. It operates through Senior Living, and Rehabilitation and Wellness segments. Its senior living communities comprise independent living communities, assisted living communities, continuing care retirement communities (CCRCs), skilled nursing facilities (SNFs), and an active adult community. The company offers nursing and healthcare services; and rehabilitation and wellness services. As of December 31, 2020, it operated 268 senior living communities consisting of 29,271 living units comprising 243 primarily independent and assisted living communities with 28,316 living units, and 9 SNFs with 955 living units located in 31 states. The company was formerly known as Five Star Quality Care, Inc. and changed its name to Five Star Senior Living Inc. in March 2017. Five Star Senior Living Inc. was founded in 2001 and is headquartered in Newton, Massachusetts.

Full FVE 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.