Is IVE or JEPQ a better dividend investment in 2026?

IVE currently yields 1.63% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: JEPQ offers higher current income.

What is the dividend yield difference between IVE and JEPQ?

IVE has a forward dividend yield of 1.63% ($3.45/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 9.47 percentage points.

Home › Compare › IVE vs JEPQ

IVE vs JEPQ: Dividend Comparison 2026

IVE yields 1.63% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 JEPQ wins by $22.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

IVE

● Live price

1.63%

Share price

$211.49

Annual div

$3.45

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$22.0K

Annual income

$181.54

Full IVE calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — IVE vs JEPQ

📍 JEPQ 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 Period	IVE	JEPQ
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, IVE + JEPQ cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

—

May

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Jun

—

Jul

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Aug

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Sep

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Oct

—

Nov

—

Dec

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IVE 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.

IVE

Annual income on $10K today (after 15% tax)

$138.83/yr

After 10yr DRIP, annual income (after tax)

$154.31/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, JEPQ beats the other by $1,675.39/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 IVE + JEPQ for your $10,000?

IVE: 50%JEPQ: 50%

100% JEPQ50/50100% IVE

Portfolio after 10yr

$33.4K

Annual income

$1,167.06/yr

Blended yield

3.49%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IVE buys

JEPQ buys

Politician	Chamber	Ticker	Type	Amount	Date
Robert J. Wittman	🏢 House	$JEPQ	▲ Buy	$1,001 - $15,000	2022-09-27
David P. Joyce	🏢 House	$IVE	▲ Buy	$1,001 - $15,000	2019-12-31

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricIVEJEPQ

Forward yield	1.63%	11.10% ✓
Annual dividend / share	$3.45	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$22.0K	$44.8K ✓
Annual income after 10y	$181.54	$2,152.59 ✓
Total dividends collected	$1.7K	$16.3K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	IVE Portfolio	IVE Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$10,863	$163.32	$11,930	$1,110.39	$1.1K → JEPQ
2	$11,790	$165.82	$14,133	$1,224.34	$2.3K → JEPQ
3	$12,783	$168.18	$16,632	$1,340.46	$3.8K → JEPQ
4	$13,848	$170.42	$19,454	$1,457.97	$5.6K → JEPQ
5	$14,990	$172.55	$22,626	$1,576.08	$7.6K → JEPQ
6	$16,214	$174.56	$26,175	$1,694.09	$10.0K → JEPQ
7	$17,525	$176.46	$30,133	$1,811.32	$12.6K → JEPQ
8	$18,931	$178.25	$34,531	$1,927.17	$15.6K → JEPQ
9	$20,436	$179.95	$39,403	$2,041.08	$19.0K → JEPQ
10	$22,048	$181.54	$44,787	$2,152.59	$22.7K → JEPQ

IVE vs JEPQ: Complete Analysis 2026

IVE — Stock

The iShares S&P 500 Value ETF seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics.

Full IVE Calculator →

JEPQ — ETF

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.