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GI vs JEPQ: Dividend Comparison 2026

GI yields 25.00% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 GI wins by $54.0K in total portfolio value
10 years
GI
GI
● Live price
25.00%
Share price
$8.00
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$98.8K
Annual income
$11,136.05
Full GI 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 — GI vs JEPQ

📍 GI 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 PeriodGIJEPQ
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, GI + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

GI
Annual income on $10K today (after 15% tax)
$2,125.00/yr
After 10yr DRIP, annual income (after tax)
$9,465.64/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, GI beats the other by $7,635.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

GI: 50%JEPQ: 50%
100% JEPQ50/50100% GI
Portfolio after 10yr
$71.8K
Annual income
$6,644.32/yr
Blended yield
9.26%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

GI buys
0
JEPQ buys
0
No recent congressional trades found for GI or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricGIJEPQ
Forward yield25.00%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$98.8K$44.8K
Annual income after 10y$11,136.05$2,152.59
Total dividends collected$62.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearGI PortfolioGI Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$13,200$2,500.00$11,930$1,110.39+$1.3KGI
2$17,208$3,084.11$14,133$1,224.34+$3.1KGI
3$22,170$3,757.56$16,632$1,340.46+$5.5KGI
4$28,247$4,524.38$19,454$1,457.97+$8.8KGI
5$35,611$5,387.29$22,626$1,576.08+$13.0KGI
6$44,451$6,347.55$26,175$1,694.09+$18.3KGI
7$54,968$7,404.96$30,133$1,811.32+$24.8KGI
8$67,374$8,557.82$34,531$1,927.17+$32.8KGI
9$81,893$9,803.00$39,403$2,041.08+$42.5KGI
10$98,761$11,136.05$44,787$2,152.59+$54.0KGI

GI vs JEPQ: Complete Analysis 2026

GIStock

GI is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in GI shares.

Full GI 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.