HomeCompareIGBSF vs JEPQ

IGBSF vs JEPQ: Dividend Comparison 2026

IGBSF yields 26.95% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 IGBSF wins by $66.1K in total portfolio value
10 years
IGBSF
IGBSF
● Live price
26.95%
Share price
$7.42
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$110.9K
Annual income
$13,358.95
Full IGBSF 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 — IGBSF vs JEPQ

📍 IGBSF 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 PeriodIGBSFJEPQ
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, IGBSF + JEPQ cover 0 of 12 monthsgood coverage

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

IGBSF
Annual income on $10K today (after 15% tax)
$2,291.11/yr
After 10yr DRIP, annual income (after tax)
$11,355.11/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, IGBSF beats the other by $9,525.41/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

IGBSF: 50%JEPQ: 50%
100% JEPQ50/50100% IGBSF
Portfolio after 10yr
$77.8K
Annual income
$7,755.77/yr
Blended yield
9.97%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IGBSF buys
0
JEPQ buys
0
No recent congressional trades found for IGBSF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIGBSFJEPQ
Forward yield26.95%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$110.9K$44.8K
Annual income after 10y$13,358.95$2,152.59
Total dividends collected$72.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIGBSF PortfolioIGBSF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$13,395$2,695.42$11,930$1,110.39+$1.5KIGBSF
2$17,708$3,374.42$14,133$1,224.34+$3.6KIGBSF
3$23,116$4,168.85$16,632$1,340.46+$6.5KIGBSF
4$29,820$5,086.10$19,454$1,457.97+$10.4KIGBSF
5$38,039$6,131.97$22,626$1,576.08+$15.4KIGBSF
6$48,013$7,310.41$26,175$1,694.09+$21.8KIGBSF
7$59,997$8,623.41$30,133$1,811.32+$29.9KIGBSF
8$74,268$10,070.91$34,531$1,927.17+$39.7KIGBSF
9$91,117$11,650.80$39,403$2,041.08+$51.7KIGBSF
10$110,854$13,358.95$44,787$2,152.59+$66.1KIGBSF

IGBSF vs JEPQ: Complete Analysis 2026

IGBSFStock

The investment objective of the Fund is to seek to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI ACWI IMI Semiconductors & Semiconductor Equipment ESG Screened Select Capped Index.

Full IGBSF 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.