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JEPQ vs ES: Dividend Comparison 2026

JEPQ yields 11.47% · ES yields 4.45%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ES wins by $56.6K in total portfolio value· pulled ahead in Year 6
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 →
ES
ES
● Live price
4.45%
Share price
$68.41
Annual div
$3.05
5Y div CAGR
33.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$102.4K
Annual income
$29,915.45
Full ES calculator →

Portfolio growth — JEPQ vs ES

📍 ES pulled ahead of the other in Year 6

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 PeriodJEPQES
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 + ES cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JEPQ pays
ES 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
ES
Annual income on $10K today (after 15% tax)
$378.34/yr
After 10yr DRIP, annual income (after tax)
$25,428.13/yr
At 15% tax rate, ES beats the other by $23,499.33/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JEPQ: 50%ES: 50%
100% ES50/50100% JEPQ
Portfolio after 10yr
$74.1K
Annual income
$16,092.31/yr
Blended yield
21.72%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ES right now

JEPQ
No analyst data
ES
Analyst Ratings
11
Buy
14
Hold
4
Sell
Consensus: Hold
Price Target
$73.14
+6.9% upside vs current
Range: $60.00 — $80.00
Altman Z
0.7
Piotroski
5/9
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JEPQ buys
1
ES 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 →
MetricJEPQES
Forward yield11.47%4.45%
Annual dividend / share$6.16$3.05
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%33.7%
Portfolio after 10y$45.8K$102.4K
Annual income after 10y$2,269.18$29,915.45
Total dividends collected$17.1K$73.7K
Payment frequencymonthlyquarterly
SectorETFStock

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

YearJEPQ PortfolioJEPQ Income/yrES PortfolioES Income/yrGap
1$11,967$1,146.53$11,295$595.11+$672.00JEPQ
2$14,216$1,268.02$12,926$839.92+$1.3KJEPQ
3$16,774$1,392.20$15,032$1,201.01+$1.7KJEPQ
4$19,667$1,518.21$17,829$1,745.20+$1.8KJEPQ
5$22,925$1,645.21$21,663$2,586.51+$1.3KJEPQ
6← crossover$26,578$1,772.40$27,107$3,927.03$529.00ES
7$30,656$1,899.04$35,144$6,139.95$4.5KES
8$35,194$2,024.45$47,551$9,946.91$12.4KES
9$40,228$2,148.01$67,697$16,816.79$27.5KES
10$45,796$2,269.18$102,351$29,915.45$56.6KES

JEPQ vs ES: 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 →

ESStock

Eversource Energy, a public utility holding company, engages in the energy delivery business. The company operates through Electric Distribution, Electric Transmission, Natural Gas Distribution, and Water Distribution segments. It is involved in the transmission and distribution of electricity; solar power facilities; and distribution of natural gas. The company operates regulated water utilities that provide water services to approximately 226,000 customers. It serves residential, commercial, industrial, municipal and fire protection, and other customers in Connecticut, Massachusetts, and New Hampshire. The company was formerly known as Northeast Utilities and changed its name to Eversource Energy in April 2015. Eversource Energy is based in Springfield, Massachusetts.

Full ES 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.