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LSI vs JEPQ: Dividend Comparison 2026

LSI yields 2.70% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 LSI wins by $346.6K in total portfolio value· pulled ahead in Year 6
10 years
LSI
LSI
● Live price
2.70%
Share price
$133.10
Annual div
$3.60
5Y div CAGR
57.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$391.4K
Annual income
$221,208.65
Full LSI 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 — LSI vs JEPQ

📍 LSI pulled ahead of the other in Year 6

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 PeriodLSIJEPQ
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, LSI + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

LSI
Annual income on $10K today (after 15% tax)
$229.90/yr
After 10yr DRIP, annual income (after tax)
$188,027.35/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, LSI beats the other by $186,197.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LSI: 50%JEPQ: 50%
100% JEPQ50/50100% LSI
Portfolio after 10yr
$218.1K
Annual income
$111,680.62/yr
Blended yield
51.21%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on LSI right now

LSI
Analyst Ratings
8
Buy
24
Hold
2
Sell
Consensus: Hold
Price Target
$131.14
-1.5% upside vs current
Range: $97.00 — $158.00
Altman Z
2.1
Piotroski
7/9
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)

LSI buys
0
JEPQ buys
0
No recent congressional trades found for LSI or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLSIJEPQ
Forward yield2.70%11.10%
Annual dividend / share$3.60$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR57.6%0%
Portfolio after 10y$391.4K$44.8K
Annual income after 10y$221,208.65$2,152.59
Total dividends collected$353.2K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearLSI PortfolioLSI Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,126$426.27$11,930$1,110.39$804.00JEPQ
2$12,604$698.56$14,133$1,224.34$1.5KJEPQ
3$14,651$1,165.53$16,632$1,340.46$2.0KJEPQ
4$17,673$1,995.62$19,454$1,457.97$1.8KJEPQ
5$22,455$3,545.46$22,626$1,576.08$171.00JEPQ
6← crossover$30,662$6,635.29$26,175$1,694.09+$4.5KLSI
7$46,154$13,345.08$30,133$1,811.32+$16.0KLSI
8$78,971$29,586.62$34,531$1,927.17+$44.4KLSI
9$159,063$74,563.95$39,403$2,041.08+$119.7KLSI
10$391,406$221,208.65$44,787$2,152.59+$346.6KLSI

LSI vs JEPQ: Complete Analysis 2026

LSIStock

Life Storage, Inc. is a self-administered and self-managed equity REIT that is in the business of acquiring and managing self-storage facilities. Located in Buffalo, New York, the Company operates more than 900 storage facilities in 30 states and in the province of Ontario, Canada. The Company serves both residential and commercial storage customers with storage units rented by month. Life Storage consistently provides responsive service to approximately 500,000 customers, making it a leader in the industry.

Full LSI 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.