HomeCompareIAGG vs JEPQ

IAGG vs JEPQ: Dividend Comparison 2026

IAGG yields 3.30% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $21.1K in total portfolio value
10 years
IAGG
IAGG
● Live price
3.30%
Share price
$49.95
Annual div
$1.65
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.7K
Annual income
$407.36
Full IAGG 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 — IAGG vs JEPQ

📍 JEPQ pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodIAGGJEPQ
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%.
📅

Dividend Calendar Overlap

Combined, IAGG + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IAGG
Annual income on $10K today (after 15% tax)
$280.09/yr
After 10yr DRIP, annual income (after tax)
$346.26/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 $1,582.55/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IAGG: 50%JEPQ: 50%
100% JEPQ50/50100% IAGG
Portfolio after 10yr
$35.3K
Annual income
$1,338.27/yr
Blended yield
3.80%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IAGG buys
0
JEPQ buys
0
No recent congressional trades found for IAGG or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIAGGJEPQ
Forward yield3.30%11.47%
Annual dividend / share$1.65$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.7K$45.8K
Annual income after 10y$407.36$2,269.18
Total dividends collected$3.7K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIAGG PortfolioIAGG Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,030$329.51$11,967$1,146.53$937.00JEPQ
2$12,141$339.66$14,216$1,268.02$2.1KJEPQ
3$13,341$349.44$16,774$1,392.20$3.4KJEPQ
4$14,633$358.83$19,667$1,518.21$5.0KJEPQ
5$16,025$367.86$22,925$1,645.21$6.9KJEPQ
6$17,524$376.50$26,578$1,772.40$9.1KJEPQ
7$19,135$384.76$30,656$1,899.04$11.5KJEPQ
8$20,867$392.66$35,194$2,024.45$14.3KJEPQ
9$22,728$400.19$40,228$2,148.01$17.5KJEPQ
10$24,726$407.36$45,796$2,269.18$21.1KJEPQ

IAGG vs JEPQ: Complete Analysis 2026

IAGGStock

The iShares Core International Aggregate Bond ETF seeks to track the investment results of an index composed of global non-U.S. dollar denominated investment-grade bonds that mitigates exposure to fluctuations between the value of the component currencies and the U.S. dollar.

Full IAGG 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 →
📬

Get this IAGG vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IAGG vs SCHDIAGG vs JEPIIAGG vs OIAGG vs KOIAGG vs MAINIAGG vs XYLDIAGG vs QYLDIAGG vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.