HomeCompareOA vs JEPQ

OA vs JEPQ: Dividend Comparison 2026

OA yields 1.49% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $3.8K in total portfolio value
10 years
OA
OA
● Live price
1.49%
Share price
$134.50
Annual div
$2.00
5Y div CAGR
38.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$42.0K
Annual income
$6,932.20
Full OA 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 — OA vs JEPQ

📍 JEPQ pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodOAJEPQ
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, OA + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

OA
Annual income on $10K today (after 15% tax)
$126.39/yr
After 10yr DRIP, annual income (after tax)
$5,892.37/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, OA beats the other by $3,963.57/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OA: 50%JEPQ: 50%
100% JEPQ50/50100% OA
Portfolio after 10yr
$43.9K
Annual income
$4,600.69/yr
Blended yield
10.48%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on OA right now

OA
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)

OA buys
0
JEPQ buys
0
No recent congressional trades found for OA or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOAJEPQ
Forward yield1.49%11.47%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR38.6%0%
Portfolio after 10y$42.0K$45.8K
Annual income after 10y$6,932.20$2,269.18
Total dividends collected$19.5K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearOA PortfolioOA Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,906$206.10$11,967$1,146.53$1.1KJEPQ
2$11,961$291.15$14,216$1,268.02$2.3KJEPQ
3$13,212$413.60$16,774$1,392.20$3.6KJEPQ
4$14,728$591.78$19,667$1,518.21$4.9KJEPQ
5$16,614$854.55$22,925$1,645.21$6.3KJEPQ
6$19,025$1,248.63$26,578$1,772.40$7.6KJEPQ
7$22,209$1,852.15$30,656$1,899.04$8.4KJEPQ
8$26,564$2,800.65$35,194$2,024.45$8.6KJEPQ
9$32,763$4,339.17$40,228$2,148.01$7.5KJEPQ
10$41,989$6,932.20$45,796$2,269.18$3.8KJEPQ

OA vs JEPQ: Complete Analysis 2026

OAStock

OA is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in OA shares.

Full OA 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 →
📬

Get this OA vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

OA vs SCHDOA vs JEPIOA vs OOA vs KOOA vs MAINOA vs XYLDOA vs QYLDOA vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.