HomeCompareLGTY vs JEPQ

LGTY vs JEPQ: Dividend Comparison 2026

LGTY yields 3.08% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $20.2K in total portfolio value
10 years
LGTY
LGTY
● Live price
3.08%
Share price
$14.29
Annual div
$0.44
5Y div CAGR
0.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.6K
Annual income
$414.04
Full LGTY 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 — LGTY vs JEPQ

📍 JEPQ pulled ahead of the other in Year 1

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 PeriodLGTYJEPQ
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, LGTY + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

LGTY
Annual income on $10K today (after 15% tax)
$261.72/yr
After 10yr DRIP, annual income (after tax)
$351.93/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, JEPQ beats the other by $1,477.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LGTY: 50%JEPQ: 50%
100% JEPQ50/50100% LGTY
Portfolio after 10yr
$34.7K
Annual income
$1,283.31/yr
Blended yield
3.70%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on LGTY right now

LGTY
Analyst Ratings
1
Buy
1
Hold
Consensus: Buy
Altman Z
6.8
Piotroski
5/9
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)

LGTY buys
0
JEPQ buys
0
No recent congressional trades found for LGTY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLGTYJEPQ
Forward yield3.08%11.10%
Annual dividend / share$0.44$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0.9%0%
Portfolio after 10y$24.6K$44.8K
Annual income after 10y$414.04$2,152.59
Total dividends collected$3.6K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearLGTY PortfolioLGTY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,011$310.68$11,930$1,110.39$919.00JEPQ
2$12,104$322.58$14,133$1,224.34$2.0KJEPQ
3$13,286$334.39$16,632$1,340.46$3.3KJEPQ
4$14,562$346.11$19,454$1,457.97$4.9KJEPQ
5$15,939$357.73$22,626$1,576.08$6.7KJEPQ
6$17,424$369.24$26,175$1,694.09$8.8KJEPQ
7$19,024$380.63$30,133$1,811.32$11.1KJEPQ
8$20,748$391.89$34,531$1,927.17$13.8KJEPQ
9$22,603$403.03$39,403$2,041.08$16.8KJEPQ
10$24,599$414.04$44,787$2,152.59$20.2KJEPQ

LGTY vs JEPQ: Complete Analysis 2026

LGTYStock

American Software, Inc. develops, markets, and supports a range of computer business application software products in the United States and internationally. It operates through two segments, Supply Chain Management (SCM) and Other. The SCM segment leverages a single platform spanning eight supply chain process areas including product, demand, inventory, supply, network optimization, order response, supplier management, and scenario planning. Other segment provides purchasing and materials management, client order processing, financial, e-commerce, and traditional manufacturing software and services. In addition, it offers ongoing support and maintenance services; and implementation and training services. The company markets its products through direct and indirect sales channels to the apparel and other soft goods, food and beverage, fast moving consumer goods, consumer durable goods, wholesale distribution/retail, and process and chemical manufacturing industries. American Software, Inc. was incorporated in 1970 and is headquartered in Atlanta, Georgia.

Full LGTY 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 →
📬

Get this LGTY vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

LGTY vs SCHDLGTY vs JEPILGTY vs OLGTY vs KOLGTY vs MAINLGTY vs XYLDLGTY vs QYLDLGTY vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.