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JULQ vs KO: Dividend Comparison 2026

JULQ yields 2.48% · KO yields 3.11%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JULQ wins by $1.4K in total portfolio value
10 years
JULQ
JULQ
● Live price
2.48%
Share price
$24.82
Annual div
$0.62
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.4K
Annual income
$291.41
Full JULQ calculator →
KO
The Coca-Cola Company
● Live price
3.11%
Share price
$63.10
Annual div
$1.96
5Y div CAGR
4.2%
Payout ratio
71%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.0K
Annual income
$610.29
Full KO calculator →

Portfolio growth — JULQ vs KO

📍 JULQ 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 PeriodJULQKO
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, JULQ + KO cover 4 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JULQ
Annual income on $10K today (after 15% tax)
$211.02/yr
After 10yr DRIP, annual income (after tax)
$247.70/yr
KO
Annual income on $10K today (after 15% tax)
$264.03/yr
After 10yr DRIP, annual income (after tax)
$518.75/yr
At 15% tax rate, KO beats the other by $271.05/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 JULQ + KO for your $10,000?

JULQ: 50%KO: 50%
100% KO50/50100% JULQ
Portfolio after 10yr
$22.7K
Annual income
$450.85/yr
Blended yield
1.99%
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Analyst Conviction Gap

Where Wall Street is most bullish on KO right now

JULQ
No analyst data
KO
Analyst Ratings
29
Buy
16
Hold
3
Sell
Consensus: Buy
Price Target
$84.88
+34.5% upside vs current
Range: $81.00 — $88.00
Altman Z
5.0
Piotroski
7/9
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)

JULQ buys
0
KO buys
13
PoliticianChamberTickerTypeAmountDate
Markwayne Mullin🏛 Senate$KO▲ Buy$15,001 - $50,0002025-12-29
Markwayne Mullin🏛 Senate$KO▲ Buy$15,001 - $50,0002025-12-29
Lloyd Doggett🏢 House$KO▲ Buy$1,001 - $15,0002025-12-15
Sheldon Whitehouse🏛 Senate$KO▲ Buy$1,001 - $15,0002025-11-21
Sheldon Whitehouse🏛 Senate$KO▲ Buy$1,001 - $15,0002025-11-21
Julia Letlow🏢 House$KO▲ Buy$1,001 - $15,0002025-11-03
Lisa McClain🏢 House$KO▲ Buy$1,001 - $15,0002025-09-25
Lisa McClain🏢 House$KO▲ Buy$1,001 - $15,0002025-09-25
Val Hoyle🏢 House$KO▼ Sell$1,001 - $15,0002025-09-23
Ro Khanna🏢 House$KO▼ Sell$1,001 - $15,0002025-09-05
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJULQKO
Forward yield2.48%3.11%
Annual dividend / share$0.62$1.96
Payout ratio50%71%
1-year div growth0%5.4%
5-year div CAGR0%4.2%
Portfolio after 10y$23.4K$22.0K
Annual income after 10y$291.41$610.29
Total dividends collected$2.7K$4.5K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: JULQ vs KO ($10,000, DRIP)

YearJULQ PortfolioJULQ Income/yrKO PortfolioKO Income/yrGap
1← crossover$10,948$248.26$10,834$323.66+$114.00JULQ
2$11,969$254.02$11,734$347.64+$235.00JULQ
3$13,066$259.53$12,706$373.31+$360.00JULQ
4$14,245$264.79$13,754$400.76+$491.00JULQ
5$15,512$269.80$14,886$430.12+$626.00JULQ
6$16,873$274.58$16,107$461.52+$766.00JULQ
7$18,333$279.12$17,423$495.09+$910.00JULQ
8$19,900$283.44$18,843$530.98+$1.1KJULQ
9$21,580$287.53$20,373$569.32+$1.2KJULQ
10$23,382$291.41$22,022$610.29+$1.4KJULQ

JULQ vs KO: Complete Analysis 2026

JULQStock

The fund is an actively managed exchange-traded fund (“ETF”) that invests in U.S. Treasury bills (the “U.S. Treasuries”) and FLexible EXchange® Options (“FLEX Options”) that use as a reference asset a broad-based U.S. equity index, specifically the S&P 500® Price Return Index (the “U.S. Equity index”). The fund is non-diversified.

Full JULQ Calculator →

KOConsumer Staples

Coca-Cola is a Dividend King with 62+ consecutive years of dividend increases. Operating in 200+ countries with brands including Coke, Sprite, Fanta, and Dasani. Warren Buffett's Berkshire Hathaway holds ~$24B in KO stock — and his yield on cost exceeds 50% from his 1980s purchases, illustrating the power of long-term dividend compounding.

Full KO 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.