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NSAM vs JEPQ: Dividend Comparison 2026

NSAM yields 12.63% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NSAM wins by $2129325.89M in total portfolio value
10 years
NSAM
NSAM
● Live price
12.63%
Share price
$15.84
Annual div
$2.00
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2129325.94M
Annual income
$2,097,414,435,027.81
Full NSAM 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 — NSAM vs JEPQ

📍 NSAM 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 PeriodNSAMJEPQ
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, NSAM + JEPQ cover 0 of 12 monthsgood coverage

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

NSAM
Annual income on $10K today (after 15% tax)
$1,073.23/yr
After 10yr DRIP, annual income (after tax)
$1,782,802,269,773.64/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, NSAM beats the other by $1,782,802,267,943.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NSAM: 50%JEPQ: 50%
100% JEPQ50/50100% NSAM
Portfolio after 10yr
$1064662.99M
Annual income
$1,048,707,218,590.20/yr
Blended yield
98.50%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NSAM buys
0
JEPQ buys
0
No recent congressional trades found for NSAM or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNSAMJEPQ
Forward yield12.63%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$2129325.94M$44.8K
Annual income after 10y$2,097,414,435,027.81$2,152.59
Total dividends collected$2127181.50M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearNSAM PortfolioNSAM Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$13,225$2,525.25$11,930$1,110.39+$1.3KNSAM
2$20,393$6,242.45$14,133$1,224.34+$6.3KNSAM
3$39,813$17,992.37$16,632$1,340.46+$23.2KNSAM
4$108,256$65,655.71$19,454$1,457.97+$88.8KNSAM
5$449,523$333,688.93$22,626$1,576.08+$426.9KNSAM
6$3,070,918$2,589,928.10$26,175$1,694.09+$3.04MNSAM
7$36,357,107$33,071,225.11$30,133$1,811.32+$36.33MNSAM
8$770,744,657$731,842,552.11$34,531$1,927.17+$770.71MNSAM
9$29,823,834,230$28,999,137,447.49$39,403$2,041.08+$29823.79MNSAM
10$2,129,325,937,654$2,097,414,435,027.81$44,787$2,152.59+$2129325.89MNSAM

NSAM vs JEPQ: Complete Analysis 2026

NSAMStock

NorthStar Asset Management Group Inc. was a global asset management firm focused on strategically managing real estate and other investment platforms. The company offered a range of investment advisory services to individuals, families, and institutions. In 2017, NSAM merged with Colony Capital, Inc. and NorthStar Realty Finance Corp. to form Colony NorthStar, Inc., which later rebranded as DigitalBridge Group, Inc.

Full NSAM 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.