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GIM vs JEPQ: Dividend Comparison 2026

GIM yields 9.23% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 GIM wins by $799.1K in total portfolio value
10 years
GIM
GIM
● Live price
9.23%
Share price
$3.79
Annual div
$0.35
5Y div CAGR
38.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$843.9K
Annual income
$462,105.07
Full GIM 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 — GIM vs JEPQ

📍 GIM 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 PeriodGIMJEPQ
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, GIM + JEPQ cover 0 of 12 monthsgood coverage

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

GIM
Annual income on $10K today (after 15% tax)
$784.96/yr
After 10yr DRIP, annual income (after tax)
$392,789.31/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, GIM beats the other by $390,959.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

GIM: 50%JEPQ: 50%
100% JEPQ50/50100% GIM
Portfolio after 10yr
$444.3K
Annual income
$232,128.83/yr
Blended yield
52.24%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

GIM buys
0
JEPQ buys
0
No recent congressional trades found for GIM or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricGIMJEPQ
Forward yield9.23%11.10%
Annual dividend / share$0.35$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR38.4%0%
Portfolio after 10y$843.9K$44.8K
Annual income after 10y$462,105.07$2,152.59
Total dividends collected$778.1K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearGIM PortfolioGIM Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,978$1,278.10$11,930$1,110.39+$48.00GIM
2$14,797$1,980.18$14,133$1,224.34+$664.00GIM
3$18,997$3,164.00$16,632$1,340.46+$2.4KGIM
4$25,580$5,254.07$19,454$1,457.97+$6.1KGIM
5$36,522$9,151.25$22,626$1,576.08+$13.9KGIM
6$55,979$16,899.88$26,175$1,694.09+$29.8KGIM
7$93,402$33,504.36$30,133$1,811.32+$63.3KGIM
8$172,247$72,307.79$34,531$1,927.17+$137.7KGIM
9$356,784$172,478.96$39,403$2,041.08+$317.4KGIM
10$843,864$462,105.07$44,787$2,152.59+$799.1KGIM

GIM vs JEPQ: Complete Analysis 2026

GIMStock

Templeton Global Income Fund is a closed-ended fixed income mutual fund launched by Franklin Resources, Inc. It is managed by Franklin Advisers, Inc. The fund invests in fixed income markets across the globe. It primarily invests in government bonds. The fund is actively managed. It benchmarks the performance of its portfolio against the J.P. Morgan Global Government Bond Index. Templeton Global Income Fund was formed on March 17, 1988 and is domiciled in the United States.

Full GIM 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.