Is JBAXY or JEPQ a better dividend investment in 2026?

JBAXY currently yields 4.54% 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 JBAXY and JEPQ?

JBAXY has a forward dividend yield of 4.54% ($0.67/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 6.56 percentage points.

Home › Compare › JBAXY vs JEPQ

JBAXY vs JEPQ: Dividend Comparison 2026

JBAXY yields 4.54% · JEPQ yields 11.10%● Live data

vsPost on X →

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

🏆 JBAXY wins by $2.86M in total portfolio value· pulled ahead in Year 3

INVESTMENT

TIME HORIZON10 years

JBAXY

● Live price

4.54%

Share price

$14.75

Annual div

$0.67

5Y div CAGR

61.3%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$2.90M

Annual income

$2,130,323.41

Full JBAXY 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 — JBAXY vs JEPQ

📍 JBAXY pulled ahead of the other in Year 3

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	JBAXY	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, JBAXY + JEPQ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

JBAXY 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.

JBAXY

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

$386.10/yr

After 10yr DRIP, annual income (after tax)

$1,810,774.90/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, JBAXY beats the other by $1,808,945.20/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 JBAXY + JEPQ for your $10,000?

JBAXY: 50%JEPQ: 50%

100% JEPQ50/50100% JBAXY

Portfolio after 10yr

$1.47M

Annual income

$1,066,238.00/yr

Blended yield

72.31%

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Analyst Conviction Gap

Where Wall Street is most bullish on JBAXY right now

JBAXY

Analyst Ratings

Buy

Hold

Consensus: Buy

Altman Z

0.3

Piotroski

7/9

JEPQ

No analyst data

Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JBAXY buys

JEPQ buys

No recent congressional trades found for JBAXY or JEPQ in the last 90 days.

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

MetricJBAXYJEPQ

Forward yield	4.54%	11.10% ✓
Annual dividend / share	$0.67	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	61.3% ✓	0%
Portfolio after 10y	$2.90M	$44.8K ✓
Annual income after 10y	$2,130,323.41 ✓	$2,152.59
Total dividends collected	$2.81M	$16.3K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	JBAXY Portfolio	JBAXY Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1	$11,433	$732.68	$11,930	$1,110.39	$497.00 → JEPQ
2	$13,496	$1,262.75	$14,133	$1,224.34	$637.00 → JEPQ
3← crossover	$16,687	$2,247.06	$16,632	$1,340.46	+$55.00 → JBAXY
4	$22,044	$4,188.51	$19,454	$1,457.97	+$2.6K → JBAXY
5	$31,928	$8,340.88	$22,626	$1,576.08	+$9.3K → JBAXY
6	$52,374	$18,211.38	$26,175	$1,694.09	+$26.2K → JBAXY
7	$101,075	$45,033.95	$30,133	$1,811.32	+$70.9K → JBAXY
8	$239,162	$131,012.66	$34,531	$1,927.17	+$204.6K → JBAXY
9	$723,224	$467,320.58	$39,403	$2,041.08	+$683.8K → JBAXY
10	$2,904,174	$2,130,323.41	$44,787	$2,152.59	+$2.86M → JBAXY

JBAXY vs JEPQ: Complete Analysis 2026

JBAXY — Stock

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, Americas, Asia, and internationally. Its solutions include discretionary mandates, investment advisory mandates, securities execution and advisory, foreign exchange and precious metals, family office services, Lombard lending, structured products, global custody, real estate advisory and financing, and wealth planning. It also operates an open product and service platform. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.

Full JBAXY 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.