HomeCompareIVOL vs JEPQ

IVOL vs JEPQ: Dividend Comparison 2026

IVOL yields 3.72% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $19.3K in total portfolio value
10 years
IVOL
IVOL
● Live price
3.72%
Share price
$18.71
Annual div
$0.70
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.5K
Annual income
$473.11
Full IVOL 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 — IVOL 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 PeriodIVOLJEPQ
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, IVOL + JEPQ cover 0 of 12 monthsgood coverage

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

IVOL
Annual income on $10K today (after 15% tax)
$316.55/yr
After 10yr DRIP, annual income (after tax)
$402.14/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 $1,427.56/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IVOL: 50%JEPQ: 50%
100% JEPQ50/50100% IVOL
Portfolio after 10yr
$35.1K
Annual income
$1,312.84/yr
Blended yield
3.74%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IVOL buys
0
JEPQ buys
0
No recent congressional trades found for IVOL or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVOLJEPQ
Forward yield3.72%11.10%
Annual dividend / share$0.70$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.5K$44.8K
Annual income after 10y$473.11$2,152.59
Total dividends collected$4.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIVOL PortfolioIVOL Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,072$372.41$11,930$1,110.39$858.00JEPQ
2$12,233$385.37$14,133$1,224.34$1.9KJEPQ
3$13,487$397.91$16,632$1,340.46$3.1KJEPQ
4$14,841$410.00$19,454$1,457.97$4.6KJEPQ
5$16,302$421.65$22,626$1,576.08$6.3KJEPQ
6$17,876$432.85$26,175$1,694.09$8.3KJEPQ
7$19,571$443.59$30,133$1,811.32$10.6KJEPQ
8$21,394$453.88$34,531$1,927.17$13.1KJEPQ
9$23,356$463.71$39,403$2,041.08$16.0KJEPQ
10$25,464$473.11$44,787$2,152.59$19.3KJEPQ

IVOL vs JEPQ: Complete Analysis 2026

IVOLStock

The fund is actively managed and seeks to achieve its investment objective primarily by investing, directly or indirectly, in a mix of U.S. Treasury Inflation-Protected Securities ("TIPS") and long options tied to the shape of the U.S. interest rate curve. It is non-diversified.

Full IVOL 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.