HomeCompareLSFG vs JEPQ

LSFG vs JEPQ: Dividend Comparison 2026

LSFG yields 1.32% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LSFG wins by $11.92M in total portfolio value· pulled ahead in Year 5
10 years
LSFG
LSFG
● Live price
1.32%
Share price
$49.41
Annual div
$0.65
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$11.97M
Annual income
$10,442,862.91
Full LSFG calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — LSFG vs JEPQ

📍 LSFG pulled ahead of the other in Year 5

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 PeriodLSFGJEPQ
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, LSFG + JEPQ cover 0 of 12 monthsgood coverage

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

LSFG
Annual income on $10K today (after 15% tax)
$111.82/yr
After 10yr DRIP, annual income (after tax)
$8,876,433.47/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, LSFG beats the other by $8,874,504.67/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LSFG: 50%JEPQ: 50%
100% JEPQ50/50100% LSFG
Portfolio after 10yr
$6.01M
Annual income
$5,222,566.05/yr
Blended yield
86.94%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LSFG buys
0
JEPQ buys
0
No recent congressional trades found for LSFG or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLSFGJEPQ
Forward yield1.32%11.47%
Annual dividend / share$0.65$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$11.97M$45.8K
Annual income after 10y$10,442,862.91$2,269.18
Total dividends collected$11.82M$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearLSFG PortfolioLSFG Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$10,963$263.10$11,967$1,146.53$1.0KJEPQ
2$12,270$539.15$14,216$1,268.02$1.9KJEPQ
3$14,256$1,127.86$16,774$1,392.20$2.5KJEPQ
4$17,704$2,449.50$19,667$1,518.21$2.0KJEPQ
5← crossover$24,629$5,685.66$22,925$1,645.21+$1.7KLSFG
6$41,137$14,784.36$26,578$1,772.40+$14.6KLSFG
7$90,174$46,157.27$30,656$1,899.04+$59.5KLSFG
8$285,604$189,118.27$35,194$2,024.45+$250.4KLSFG
9$1,425,198$1,119,600.93$40,228$2,148.01+$1.38MLSFG
10$11,967,824$10,442,862.91$45,796$2,269.18+$11.92MLSFG

LSFG vs JEPQ: Complete Analysis 2026

LSFGStock

LifeStore Financial Group, Inc. operates as a federally chartered thrift holding company for LifeStore Bank that provides personal and business banking products and services in North Carolina. The company offers checking, savings, and money market accounts, as well as certificates of deposit; mortgage loans, automobile loans, home equity lines of credit, commercial real estate loans, commercial construction loans, investment property loans, equipment loans, working capital loans/lines of credit, and small business administration loans; and credit cards. It also provides insurance agency products and services; investment and cash management services; and online and mobile banking services. The company was formerly known as AF Financial Group and changed its name to LifeStore Financial Group, Inc. in September 2009. LifeStore Financial Group, Inc. was founded in 1939 and is headquartered in West Jefferson, North Carolina. Lifestore Financial Group, Inc. is a subsidiary of AsheCo MHC, Inc.

Full LSFG 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.