HomeCompareNESGX vs JEPQ

NESGX vs JEPQ: Dividend Comparison 2026

NESGX yields 8.50% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $9.7K in total portfolio value
10 years
NESGX
NESGX
● Live price
8.50%
Share price
$23.54
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.1K
Annual income
$1,453.19
Full NESGX 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 — NESGX vs JEPQ

📍 JEPQ 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 PeriodNESGXJEPQ
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, NESGX + JEPQ cover 0 of 12 monthsgood coverage

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

NESGX
Annual income on $10K today (after 15% tax)
$722.18/yr
After 10yr DRIP, annual income (after tax)
$1,235.21/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 $594.49/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NESGX: 50%JEPQ: 50%
100% JEPQ50/50100% NESGX
Portfolio after 10yr
$39.9K
Annual income
$1,802.89/yr
Blended yield
4.51%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NESGX buys
0
JEPQ buys
0
No recent congressional trades found for NESGX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNESGXJEPQ
Forward yield8.50%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$35.1K$44.8K
Annual income after 10y$1,453.19$2,152.59
Total dividends collected$11.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearNESGX PortfolioNESGX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,550$849.62$11,930$1,110.39$380.00JEPQ
2$13,275$917.08$14,133$1,224.34$858.00JEPQ
3$15,190$985.14$16,632$1,340.46$1.4KJEPQ
4$17,306$1,053.46$19,454$1,457.97$2.1KJEPQ
5$19,639$1,121.74$22,626$1,576.08$3.0KJEPQ
6$22,204$1,189.69$26,175$1,694.09$4.0KJEPQ
7$25,015$1,257.05$30,133$1,811.32$5.1KJEPQ
8$28,090$1,323.56$34,531$1,927.17$6.4KJEPQ
9$31,445$1,389.00$39,403$2,041.08$8.0KJEPQ
10$35,100$1,453.19$44,787$2,152.59$9.7KJEPQ

NESGX vs JEPQ: Complete Analysis 2026

NESGXStock

Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities (principally, common stock) of domestic issuers listed on a nationally recognized securities exchange that have market capitalizations not exceeding $8 billion.

Full NESGX 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.