HomeCompareJEPQ vs AGREE

JEPQ vs AGREE: Dividend Comparison 2026

JEPQ yields 11.47% · AGREE yields 4.00%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $17.7K in total portfolio value
10 years
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →
AGREE
AGREE
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full AGREE calculator →

Portfolio growth — JEPQ vs AGREE

📍 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 PeriodJEPQAGREE
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, JEPQ + AGREE cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JEPQ pays
AGREE pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
AGREE
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
At 15% tax rate, JEPQ beats the other by $1,164.49/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JEPQ: 50%AGREE: 50%
100% AGREE50/50100% JEPQ
Portfolio after 10yr
$36.9K
Annual income
$1,584.19/yr
Blended yield
4.29%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JEPQ buys
1
AGREE buys
0
PoliticianChamberTickerTypeAmountDate
Robert J. Wittman🏢 House$JEPQ▲ Buy$1,001 - $15,0002022-09-27
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJEPQAGREE
Forward yield11.47%4.00%
Annual dividend / share$6.16$2.00
Payout ratio50%50%
1-year div growth0%5%
5-year div CAGR0%5%
Portfolio after 10y$45.8K$28.0K
Annual income after 10y$2,269.18$899.19
Total dividends collected$17.1K$6.4K
Payment frequencymonthlyquarterly
SectorETFStock

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

YearJEPQ PortfolioJEPQ Income/yrAGREE PortfolioAGREE Income/yrGap
1← crossover$11,967$1,146.53$11,120$420.00+$847.00JEPQ
2$14,216$1,268.02$12,357$458.31+$1.9KJEPQ
3$16,774$1,392.20$13,721$499.76+$3.1KJEPQ
4$19,667$1,518.21$15,227$544.58+$4.4KJEPQ
5$22,925$1,645.21$16,885$593.02+$6.0KJEPQ
6$26,578$1,772.40$18,713$645.34+$7.9KJEPQ
7$30,656$1,899.04$20,724$701.81+$9.9KJEPQ
8$35,194$2,024.45$22,938$762.73+$12.3KJEPQ
9$40,228$2,148.01$25,372$828.41+$14.9KJEPQ
10$45,796$2,269.18$28,047$899.19+$17.7KJEPQ

JEPQ vs AGREE: Complete Analysis 2026

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 →

AGREEStock

AGREE is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in AGREE shares.

Full AGREE 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.