HomeCompareJADGX vs JEPQ

JADGX vs JEPQ: Dividend Comparison 2026

JADGX yields 15.29% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JADGX wins by $9.7K in total portfolio value
10 years
JADGX
JADGX
● Live price
15.29%
Share price
$68.44
Annual div
$10.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$54.5K
Annual income
$3,929.58
Full JADGX 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 — JADGX vs JEPQ

📍 JADGX 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 PeriodJADGXJEPQ
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, JADGX + JEPQ cover 0 of 12 monthsgood coverage

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

JADGX
Annual income on $10K today (after 15% tax)
$1,299.97/yr
After 10yr DRIP, annual income (after tax)
$3,340.14/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, JADGX beats the other by $1,510.44/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JADGX: 50%JEPQ: 50%
100% JEPQ50/50100% JADGX
Portfolio after 10yr
$49.6K
Annual income
$3,041.08/yr
Blended yield
6.13%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JADGX buys
0
JEPQ buys
0
No recent congressional trades found for JADGX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJADGXJEPQ
Forward yield15.29%11.10%
Annual dividend / share$10.47$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$54.5K$44.8K
Annual income after 10y$3,929.58$2,152.59
Total dividends collected$26.7K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJADGX PortfolioJADGX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,229$1,529.38$11,930$1,110.39+$299.00JADGX
2$14,833$1,747.97$14,133$1,224.34+$700.00JADGX
3$17,853$1,981.47$16,632$1,340.46+$1.2KJADGX
4$21,332$2,228.84$19,454$1,457.97+$1.9KJADGX
5$25,314$2,488.89$22,626$1,576.08+$2.7KJADGX
6$29,846$2,760.29$26,175$1,694.09+$3.7KJADGX
7$34,977$3,041.59$30,133$1,811.32+$4.8KJADGX
8$40,757$3,331.27$34,531$1,927.17+$6.2KJADGX
9$47,237$3,627.79$39,403$2,041.08+$7.8KJADGX
10$54,474$3,929.58$44,787$2,152.59+$9.7KJADGX

JADGX vs JEPQ: Complete Analysis 2026

JADGXStock

The fund pursues its investment objective by normally investing in dividend-paying common stocks with strong growth potential. It may also invest in foreign securities. The portfolio manager applies a “bottom up” approach in choosing investments. In other words, the portfolio manager looks at companies one at a time to determine if a company is an attractive investment opportunity and if it is consistent with the fund’s investment policies.

Full JADGX 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.