Is JEPQ or STZ a better dividend investment in 2026?

JEPQ currently yields 11.47% with a 5% 5-year dividend growth rate. STZ 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 STZ?

JEPQ has a forward dividend yield of 11.47% ($6.16/share annually). STZ yields 4.00% ($2.00/share annually). The yield gap is 7.47 percentage points.

Home › Compare › JEPQ vs STZ

JEPQ vs STZ: Dividend Comparison 2026

JEPQ yields 11.47% · STZ 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

INVESTMENT

TIME HORIZON10 years

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.47%

Share price

$53.77

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$45.8K

Annual income

$2,269.18

Full JEPQ calculator →

STZ

● 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 STZ calculator →

Portfolio growth — JEPQ vs STZ

📍 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	STZ
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 + STZ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

JEPQ pays

STZ 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)

$974.55/yr

After 10yr DRIP, annual income (after tax)

$1,928.80/yr

STZ

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

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Lazy Portfolio Split Optimizer

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

JEPQ: 50%STZ: 50%

100% STZ50/50100% JEPQ

Portfolio after 10yr

$36.9K

Annual income

$1,584.19/yr

Blended yield

4.29%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STZ right now

JEPQ

No analyst data

STZ

Analyst Ratings

Strong

Buy

Hold

Sell

Consensus: Buy

Price Target

$166.33

+232.7% upside vs current

Range: $135.00 — $197.00

Altman Z

2.8

Piotroski

8/9

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JEPQ buys

STZ buys

Politician	Chamber	Ticker	Type	Amount	Date
Robert J. Wittman	🏢 House	$JEPQ	▲ Buy	$1,001 - $15,000	2022-09-27

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

MetricJEPQSTZ

Forward yield	11.47% ✓	4.00%
Annual dividend / share	$6.16 ✓	$2.00
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	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 frequency	monthly	quarterly
Sector	ETF	Consumer Staples

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

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

JEPQ vs STZ: Complete Analysis 2026

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 →

STZ — Consumer Staples

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

Full STZ 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.