HomeCompareLCEFX vs JEPQ

LCEFX vs JEPQ: Dividend Comparison 2026

LCEFX yields 13.18% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LCEFX wins by $2.8K in total portfolio value
10 years
LCEFX
LCEFX
● Live price
13.18%
Share price
$17.92
Annual div
$2.36
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.6K
Annual income
$2,990.50
Full LCEFX 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 — LCEFX vs JEPQ

📍 LCEFX 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 PeriodLCEFXJEPQ
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, LCEFX + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
LCEFX 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.

LCEFX
Annual income on $10K today (after 15% tax)
$1,120.42/yr
After 10yr DRIP, annual income (after tax)
$2,541.92/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, LCEFX beats the other by $712.22/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LCEFX: 50%JEPQ: 50%
100% JEPQ50/50100% LCEFX
Portfolio after 10yr
$46.2K
Annual income
$2,571.54/yr
Blended yield
5.57%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LCEFX buys
0
JEPQ buys
0
No recent congressional trades found for LCEFX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLCEFXJEPQ
Forward yield13.18%11.10%
Annual dividend / share$2.36$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$47.6K$44.8K
Annual income after 10y$2,990.50$2,152.59
Total dividends collected$21.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearLCEFX PortfolioLCEFX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,018$1,318.14$11,930$1,110.39+$88.00LCEFX
2$14,340$1,480.52$14,133$1,224.34+$207.00LCEFX
3$16,995$1,650.97$16,632$1,340.46+$363.00LCEFX
4$20,013$1,828.61$19,454$1,457.97+$559.00LCEFX
5$23,426$2,012.50$22,626$1,576.08+$800.00LCEFX
6$27,268$2,201.64$26,175$1,694.09+$1.1KLCEFX
7$31,572$2,395.01$30,133$1,811.32+$1.4KLCEFX
8$36,373$2,591.61$34,531$1,927.17+$1.8KLCEFX
9$41,710$2,790.43$39,403$2,041.08+$2.3KLCEFX
10$47,620$2,990.50$44,787$2,152.59+$2.8KLCEFX

LCEFX vs JEPQ: Complete Analysis 2026

LCEFXStock

The fund invests primarily in dividend-paying equity securities. It invests in securities that the portfolio managers believe are undervalued based on various valuation measures. The fund may invest up to 25% of its net assets in securities of foreign issuers.

Full LCEFX 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.