HomeCompareICGUF vs JEPQ

ICGUF vs JEPQ: Dividend Comparison 2026

ICGUF yields 5.22% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ICGUF wins by $3.23M in total portfolio value· pulled ahead in Year 3
10 years
ICGUF
ICGUF
● Live price
5.22%
Share price
$21.78
Annual div
$1.14
5Y div CAGR
59%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$3.28M
Annual income
$2,400,200.34
Full ICGUF 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 — ICGUF vs JEPQ

📍 ICGUF pulled ahead of the other in Year 3

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 PeriodICGUFJEPQ
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, ICGUF + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

ICGUF
Annual income on $10K today (after 15% tax)
$443.85/yr
After 10yr DRIP, annual income (after tax)
$2,040,170.29/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, ICGUF beats the other by $2,038,340.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ICGUF: 50%JEPQ: 50%
100% JEPQ50/50100% ICGUF
Portfolio after 10yr
$1.66M
Annual income
$1,201,176.46/yr
Blended yield
72.35%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ICGUF right now

ICGUF
Analyst Ratings
5
Buy
1
Hold
Consensus: Buy
Altman Z
1.4
Piotroski
6/9
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ICGUF buys
0
JEPQ buys
0
No recent congressional trades found for ICGUF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricICGUFJEPQ
Forward yield5.22%11.10%
Annual dividend / share$1.14$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR59%0%
Portfolio after 10y$3.28M$44.8K
Annual income after 10y$2,400,200.34$2,152.59
Total dividends collected$3.17M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearICGUF PortfolioICGUF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,530$830.27$11,930$1,110.39$400.00JEPQ
2$13,760$1,422.56$14,133$1,224.34$373.00JEPQ
3← crossover$17,246$2,522.68$16,632$1,340.46+$614.00ICGUF
4$23,151$4,698.32$19,454$1,457.97+$3.7KICGUF
5$34,144$9,372.35$22,626$1,576.08+$11.5KICGUF
6$57,075$20,540.14$26,175$1,694.09+$30.9KICGUF
7$112,090$51,020.06$30,133$1,811.32+$82.0KICGUF
8$268,830$148,894.30$34,531$1,927.17+$234.3KICGUF
9$818,293$530,644.50$39,403$2,041.08+$778.9KICGUF
10$3,275,774$2,400,200.34$44,787$2,152.59+$3.23MICGUF

ICGUF vs JEPQ: Complete Analysis 2026

ICGUFStock

ICG Plc engages in the provision of flexible capital solutions to help companies develop and grow. It is a global alternative asset manager with over 30 years' history, investing across the capital structure. It operates through the Fund Management Company (FMC) and Investment Company (IC) segments. The FMC segment offers investment management services and incurs the majority of the group’s costs in delivering these services. The IC segment recognizes the fair value movement on any hedging derivatives. The company was founded by Andrew Jackson, Thomas Hugh Bartlam, Jean-Loup Brousse de Gersigny, James Odgers, Andrew Coventon Phillips, and Paul J. Piper on March 23, 1988 and is headquartered in London, the United Kingdom.

Full ICGUF 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 ICGUF vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

ICGUF vs SCHDICGUF vs JEPIICGUF vs OICGUF vs KOICGUF vs MAINICGUF vs XYLDICGUF vs QYLDICGUF 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.