HomeCompareLOTBY vs JEPQ

LOTBY vs JEPQ: Dividend Comparison 2026

LOTBY yields 0.93% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LOTBY wins by $3.59M in total portfolio value· pulled ahead in Year 6
10 years
LOTBY
LOTBY
● Live price
0.93%
Share price
$114.68
Annual div
$1.07
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$3.64M
Annual income
$3,016,335.64
Full LOTBY 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 — LOTBY vs JEPQ

📍 LOTBY 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 PeriodLOTBYJEPQ
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, LOTBY + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

LOTBY
Annual income on $10K today (after 15% tax)
$79.31/yr
After 10yr DRIP, annual income (after tax)
$2,563,885.29/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, LOTBY beats the other by $2,562,055.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LOTBY: 50%JEPQ: 50%
100% JEPQ50/50100% LOTBY
Portfolio after 10yr
$1.84M
Annual income
$1,509,244.11/yr
Blended yield
81.98%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LOTBY buys
0
JEPQ buys
0
No recent congressional trades found for LOTBY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLOTBYJEPQ
Forward yield0.93%11.10%
Annual dividend / share$1.07$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$3.64M$44.8K
Annual income after 10y$3,016,335.64$2,152.59
Total dividends collected$3.56M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearLOTBY PortfolioLOTBY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$10,887$186.61$11,930$1,110.39$1.0KJEPQ
2$12,028$379.72$14,133$1,224.34$2.1KJEPQ
3$13,655$784.20$16,632$1,340.46$3.0KJEPQ
4$16,274$1,663.96$19,454$1,457.97$3.2KJEPQ
5$21,120$3,706.93$22,626$1,576.08$1.5KJEPQ
6← crossover$31,591$8,992.10$26,175$1,694.09+$5.4KLOTBY
7$58,943$25,140.11$30,133$1,811.32+$28.8KLOTBY
8$150,744$87,675.51$34,531$1,927.17+$116.2KLOTBY
9$580,414$419,117.57$39,403$2,041.08+$541.0KLOTBY
10$3,637,378$3,016,335.64$44,787$2,152.59+$3.59MLOTBY

LOTBY vs JEPQ: Complete Analysis 2026

LOTBYStock

Lotus Bakeries NV provides various snack products in Belgium and internationally. The company offers biscuits and cakes, including caramelized cookies, gingerbreads, cake specialties, waffles, and pepparkakor biscuits. It also provides energy bars, protein flapjacks, protein nut bars, healthy snacks, butter specialties, ice creams, and caramelized cookies spreads. The company sells its products under the Lotus Biscoff, Nakd, Trek, BEAR, Kiddylicious, Lotus, Dinosaurus, Peijnenburg, Snelle Jelle, Annas, Lotus Suzy, and Urban Fruit brands. The company was founded in 1932 and is headquartered in Lembeke, Belgium. Lotus Bakeries NV is a subsidiary of Stichting Administratiekantoor van Aandelen Lotus Bakeries.

Full LOTBY 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 LOTBY vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

LOTBY vs SCHDLOTBY vs JEPILOTBY vs OLOTBY vs KOLOTBY vs MAINLOTBY vs XYLDLOTBY vs QYLDLOTBY 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.