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JPSWY vs JEPQ: Dividend Comparison 2026

JPSWY yields 0.99% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JPSWY wins by $4.35M in total portfolio value· pulled ahead in Year 6
10 years
JPSWY
JPSWY
● Live price
0.99%
Share price
$31.35
Annual div
$0.31
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$4.40M
Annual income
$3,682,385.97
Full JPSWY calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — JPSWY vs JEPQ

📍 JPSWY pulled ahead of the other in Year 6

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 PeriodJPSWYJEPQ
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%.
📅

Dividend Calendar Overlap

Combined, JPSWY + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JPSWY
Annual income on $10K today (after 15% tax)
$84.05/yr
After 10yr DRIP, annual income (after tax)
$3,130,028.07/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, JPSWY beats the other by $3,128,198.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JPSWY: 50%JEPQ: 50%
100% JEPQ50/50100% JPSWY
Portfolio after 10yr
$2.22M
Annual income
$1,842,269.28/yr
Blended yield
82.94%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on JPSWY right now

JPSWY
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
3.7
Piotroski
4/9
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JPSWY buys
0
JEPQ buys
0
No recent congressional trades found for JPSWY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJPSWYJEPQ
Forward yield0.99%11.10%
Annual dividend / share$0.31$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$4.40M$44.8K
Annual income after 10y$3,682,385.97$2,152.59
Total dividends collected$4.32M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJPSWY PortfolioJPSWY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$10,898$197.77$11,930$1,110.39$1.0KJEPQ
2$12,063$402.84$14,133$1,224.34$2.1KJEPQ
3$13,741$833.52$16,632$1,340.46$2.9KJEPQ
4$16,478$1,774.70$19,454$1,457.97$3.0KJEPQ
5$21,609$3,977.81$22,626$1,576.08$1.0KJEPQ
6← crossover$32,872$9,750.47$26,175$1,694.09+$6.7KJPSWY
7$62,898$27,724.46$30,133$1,811.32+$32.8KJPSWY
8$166,456$99,154.89$34,531$1,927.17+$131.9KJPSWY
9$668,589$490,481.38$39,403$2,041.08+$629.2KJPSWY
10$4,397,776$3,682,385.97$44,787$2,152.59+$4.35MJPSWY

JPSWY vs JEPQ: Complete Analysis 2026

JPSWYStock

The Japan Steel Works, Ltd. produces and sells steel and machinery products in Japan, China, and internationally. The company operates through Industrial Machinery Products, Steel and Energy Products, and Other Businesses segments. It offers monobloks rotor shafts for power generators; shell flanges for nuclear reactor pressure vessels; turbine castings for thermal power plants; clad steel plates and pipes; high alloy and stainless steel, and Ni-based alloy products; forged steel rolls for steel mills; forged and cast steel products, steel plates, and pressure vessels for use in chemical and petrochemical industries, and other industrial machineries; and pressure vessels maintenance and inspection services for pressure vehicles. The company also provides plastic production machinery, such as polyolefin pelletizers, twin screw extruders, film and sheet manufacturing equipment, and spinning extruders; injection and blow molding machines; and excimer laser annealing and laser lift-off systems, rolling stock parts, and presses/laminators. In addition, it engages in the design, manufacture, and maintenance of defense equipment from firing systems to missile launchers, as well as R&D on new defense equipment and systems; and offers steel tanks for high-pressure hydrogen storage installed in hydrogen filling stations that are used by fuel cell vehicles. Further, the company is involved in the provision of maintenance concierge, retrofitting, and schooling training services; and provides deposition and crystal, as well as wind power generation equipment. The Japan Steel Works, Ltd. was founded in 1907 and is headquartered in Tokyo, Japan.

Full JPSWY Calculator →

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 →
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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.