HomeCompareNEW vs JEPQ

NEW vs JEPQ: Dividend Comparison 2026

NEW yields 147.06% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 NEW wins by $22.55M in total portfolio value
10 years
NEW
NEW
● Live price
147.06%
Share price
$1.36
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.60M
Annual income
$9,667,205.19
Full NEW 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 — NEW vs JEPQ

📍 NEW 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 PeriodNEWJEPQ
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, NEW + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

NEW
Annual income on $10K today (after 15% tax)
$12,500.00/yr
After 10yr DRIP, annual income (after tax)
$8,217,124.41/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, NEW beats the other by $8,215,294.71/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NEW: 50%JEPQ: 50%
100% JEPQ50/50100% NEW
Portfolio after 10yr
$11.32M
Annual income
$4,834,678.88/yr
Blended yield
42.70%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on NEW right now

NEW
Analyst Ratings
1
Buy
Consensus: Buy
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)

NEW buys
0
JEPQ buys
0
No recent congressional trades found for NEW or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNEWJEPQ
Forward yield147.06%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$22.60M$44.8K
Annual income after 10y$9,667,205.19$2,152.59
Total dividends collected$20.88M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearNEW PortfolioNEW Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$25,406$14,705.88$11,930$1,110.39+$13.5KNEW
2$62,102$34,917.38$14,133$1,224.34+$48.0KNEW
3$146,216$79,767.65$16,632$1,340.46+$129.6KNEW
4$331,975$175,523.78$19,454$1,457.97+$312.5KNEW
5$727,658$372,444.73$22,626$1,576.08+$705.0KNEW
6$1,541,551$762,956.42$26,175$1,694.09+$1.52MNEW
7$3,160,048$1,510,588.88$30,133$1,811.32+$3.13MNEW
8$6,275,251$2,893,998.93$34,531$1,927.17+$6.24MNEW
9$12,085,478$5,370,960.29$39,403$2,041.08+$12.05MNEW
10$22,598,667$9,667,205.19$44,787$2,152.59+$22.55MNEW

NEW vs JEPQ: Complete Analysis 2026

NEWStock

Puxin Limited, together with its subsidiaries, provides K-12 and study-abroad tutoring services in the People's Republic of China. Its K-12 tutoring services offer result-oriented educational services in various forms, such as classroom-based after-school tutoring, full-time tutoring for preparation of university entrance exams, and art college admission exams, as well as online courses in a large-class setting to help students enhance their academic results through group class and personalized tutoring courses; full-time tutoring services to high school students preparing for university entrance exams and art college admission exams; after-school tutoring services in group class settings and through personalized sessions; personalized K-12 tutoring courses to adapt to each student's learning pace, pattern, and approach; and extracurricular courses, such as painting, calligraphy, and science. The company's study-abroad tutoring services helps students to prepare for admission tests and applications for high schools, universities, and graduate programs primarily in English-speaking countries through study-abroad test preparation courses and study-abroad consulting services. It also provides web-based platforms and mobile apps for K-12 tutoring services; and cloud-based products and services for K-12 tutoring and study-abroad tutoring services. As of December 31, 2020, it operated 407 learning centers, which include 328 K-12 and 79 study-abroad learning centers. The company offers its products under the Puxin, Puxin-Lingxian, Puxin-YESSAT, Puxin-Fubusi, and ZMN Education brands, as well as operates franchised schools under the Global Education brand. Puxin Limited was founded in 2014 and is headquartered in Beijing, the People's Republic of China.

Full NEW 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.