Is JEPQ or PLYM a better dividend investment in 2026?

JEPQ currently yields 8.21% with a 5% 5-year dividend growth rate. PLYM yields 4.00% with 5% growth. The better choice depends on your goal: JEPQ offers higher current income.

What is the dividend yield difference between JEPQ and PLYM?

JEPQ has a forward dividend yield of 8.21% ($4.50/share annually). PLYM yields 4.00% ($2.00/share annually). The yield gap is 4.21 percentage points.

Home › Compare › JEPQ vs PLYM

JEPQ vs PLYM: Dividend Comparison 2026

JEPQ yields 8.21% · PLYM yields 4.00%● Live data

vsPost on X →

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

🏆 JEPQ wins by $15.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

8.21%

Share price

$54.80

Annual div

$4.50

5Y div CAGR

Payout ratio

75%

After 10 yrs · $10,000 · DRIP

Portfolio value

$43.2K

Annual income

$2,477.16

Full JEPQ calculator →

PLYM

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full PLYM calculator →

Portfolio growth — JEPQ vs PLYM

📍 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 Period	JEPQ	PLYM
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 + PLYM cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

—

Oct

—

Nov

—

Dec

—

JEPQ pays

PLYM pays

Both pay

Neither

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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)

$697.99/yr

After 10yr DRIP, annual income (after tax)

$2,105.59/yr

PLYM

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 $1,341.27/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 JEPQ + PLYM for your $10,000?

JEPQ: 50%PLYM: 50%

100% PLYM50/50100% JEPQ

Portfolio after 10yr

$35.6K

Annual income

$1,688.18/yr

Blended yield

4.74%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JEPQ buys

PLYM buys

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

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

MetricJEPQPLYM

Forward yield	8.21% ✓	4.00%
Annual dividend / share	$4.50 ✓	$2.00
Payout ratio	75%	50% ✓
1-year div growth	2.1%	5% ✓
5-year div CAGR	5%	5%
Portfolio after 10y	$43.2K ✓	$28.0K
Annual income after 10y	$2,477.16 ✓	$899.19
Total dividends collected	$15.6K ✓	$6.4K
Payment frequency	monthly	quarterly
Sector	ETF	Stock

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

Year	JEPQ Portfolio	JEPQ Income/yr	PLYM Portfolio	PLYM Income/yr	Gap
1← crossover	$11,682	$862.23	$11,120	$420.00	+$562.00 → JEPQ
2	$13,618	$977.48	$12,357	$458.31	+$1.3K → JEPQ
3	$15,840	$1,105.73	$13,721	$499.76	+$2.1K → JEPQ
4	$18,387	$1,248.14	$15,227	$544.58	+$3.2K → JEPQ
5	$21,301	$1,405.99	$16,885	$593.02	+$4.4K → JEPQ
6	$24,628	$1,580.62	$18,713	$645.34	+$5.9K → JEPQ
7	$28,421	$1,773.47	$20,724	$701.81	+$7.7K → JEPQ
8	$32,738	$1,986.07	$22,938	$762.73	+$9.8K → JEPQ
9	$37,642	$2,220.06	$25,372	$828.41	+$12.3K → JEPQ
10	$43,206	$2,477.16	$28,047	$899.19	+$15.2K → JEPQ

JEPQ vs PLYM: Complete Analysis 2026

JEPQ — ETF

JEPQ applies JEPI's covered call strategy to Nasdaq 100 stocks, providing high monthly income with tech sector exposure. Higher growth potential than JEPI with comparable income. With $15B+ in AUM, it's rapidly becoming a favorite for growth-income hybrid investors.

Full JEPQ Calculator →

PLYM — Stock

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

Full PLYM 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.