HomeCompareKBAL vs JEPQ

KBAL vs JEPQ: Dividend Comparison 2026

KBAL yields 16.26% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 KBAL wins by $145.86M in total portfolio value
10 years
KBAL
KBAL
● Live price
16.26%
Share price
$12.30
Annual div
$2.00
5Y div CAGR
52.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$145.90M
Annual income
$124,356,827.32
Full KBAL 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 — KBAL vs JEPQ

📍 KBAL 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 PeriodKBALJEPQ
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, KBAL + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
KBAL pays
JEPQ pays
Both pay
Neither
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Tax Bracket Optimizer

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

KBAL
Annual income on $10K today (after 15% tax)
$1,382.11/yr
After 10yr DRIP, annual income (after tax)
$105,703,303.22/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, KBAL beats the other by $105,701,473.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

KBAL: 50%JEPQ: 50%
100% JEPQ50/50100% KBAL
Portfolio after 10yr
$72.97M
Annual income
$62,179,489.95/yr
Blended yield
85.21%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on KBAL right now

KBAL
Analyst Ratings
4
Buy
Consensus: Buy
Altman Z
4.3
Piotroski
6/9
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)

KBAL buys
0
JEPQ buys
0
No recent congressional trades found for KBAL or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricKBALJEPQ
Forward yield16.26%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR52.9%0%
Portfolio after 10y$145.90M$44.8K
Annual income after 10y$124,356,827.32$2,152.59
Total dividends collected$144.12M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearKBAL PortfolioKBAL Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$13,186$2,486.18$11,930$1,110.39+$1.3KKBAL
2$18,794$4,684.63$14,133$1,224.34+$4.7KKBAL
3$29,650$9,541.03$16,632$1,340.46+$13.0KKBAL
4$53,236$21,509.71$19,454$1,457.97+$33.8KKBAL
5$112,148$55,186.14$22,626$1,576.08+$89.5KKBAL
6$286,127$166,128.32$26,175$1,694.09+$260.0KKBAL
7$911,822$605,666.41$30,133$1,811.32+$881.7KKBAL
8$3,733,741$2,758,090.68$34,531$1,927.17+$3.70MKBAL
9$20,133,714$16,138,611.56$39,403$2,041.08+$20.09MKBAL
10$145,899,901$124,356,827.32$44,787$2,152.59+$145.86MKBAL

KBAL vs JEPQ: Complete Analysis 2026

KBALStock

Kimball International, Inc. engages in the manufacture and sale of furniture products under the Kimball, National, Etc., Interwoven, Kimball Hospitality, D'style, and Poppin brands in the United States and internationally. The company offers desks/workstations, benching, seating, lounge, storage, tables, and casegoods for collaborative and open workspaces, conference and meeting/huddle rooms, training rooms, private offices, learning areas, classrooms, lobby/reception areas, and dining/café areas; and headboards, tables, seating, vanities, casegoods, lighting, and other products for hotel properties, and commercial and residential mixed use developments. It also provides desks and benching, adjustable height desks, office chairs and stools, file cabinets, tables, lounge seating, PoppinSpaces, and PoppinPods for workspace, as well as furniture solutions for healthcare markets. Kimball International, Inc. markets and sells its products through sales representatives, office furniture dealers, wholesalers, brokers, designers, purchasing companies, and catalog houses, as well as online to end users. The company was formerly known as The Jasper Corporation and changed its name to Kimball International, Inc. in July 1974. Kimball International, Inc. was incorporated in 1939 and is headquartered in Jasper, Indiana.

Full KBAL 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.