HomeCompareIWMW vs JEPQ

IWMW vs JEPQ: Dividend Comparison 2026

IWMW yields 22.56% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IWMW wins by $40.5K in total portfolio value
10 years
IWMW
IWMW
● Live price
22.56%
Share price
$37.37
Annual div
$8.43
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$85.3K
Annual income
$8,776.34
Full IWMW 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 — IWMW vs JEPQ

📍 IWMW 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 PeriodIWMWJEPQ
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, IWMW + JEPQ cover 0 of 12 monthsgood coverage

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

IWMW
Annual income on $10K today (after 15% tax)
$1,917.33/yr
After 10yr DRIP, annual income (after tax)
$7,459.89/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, IWMW beats the other by $5,630.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IWMW: 50%JEPQ: 50%
100% JEPQ50/50100% IWMW
Portfolio after 10yr
$65.0K
Annual income
$5,464.46/yr
Blended yield
8.40%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IWMW buys
0
JEPQ buys
0
No recent congressional trades found for IWMW or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIWMWJEPQ
Forward yield22.56%11.10%
Annual dividend / share$8.43$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$85.3K$44.8K
Annual income after 10y$8,776.34$2,152.59
Total dividends collected$51.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIWMW PortfolioIWMW Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,956$2,255.68$11,930$1,110.39+$1.0KIWMW
2$16,594$2,731.21$14,133$1,224.34+$2.5KIWMW
3$21,025$3,269.31$16,632$1,340.46+$4.4KIWMW
4$26,368$3,871.29$19,454$1,457.97+$6.9KIWMW
5$32,751$4,537.48$22,626$1,576.08+$10.1KIWMW
6$40,311$5,267.23$26,175$1,694.09+$14.1KIWMW
7$49,191$6,058.93$30,133$1,811.32+$19.1KIWMW
8$59,545$6,910.04$34,531$1,927.17+$25.0KIWMW
9$71,530$7,817.21$39,403$2,041.08+$32.1KIWMW
10$85,314$8,776.34$44,787$2,152.59+$40.5KIWMW

IWMW vs JEPQ: Complete Analysis 2026

IWMWStock

The Fund seeks to track the investment results of an index that reflects a strategy of holding the iShares Russell 2000 ETF while writing (selling) one-month call options to generate income.

Full IWMW 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.