HomeCompareOCCIP vs JEPQ

OCCIP vs JEPQ: Dividend Comparison 2026

OCCIP yields 19.43% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 OCCIP wins by $133.1K in total portfolio value
10 years
OCCIP
OCCIP
● Live price
19.43%
Share price
$25.03
Annual div
$4.86
5Y div CAGR
11.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$177.9K
Annual income
$40,617.43
Full OCCIP 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 — OCCIP vs JEPQ

📍 OCCIP 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 PeriodOCCIPJEPQ
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, OCCIP + JEPQ cover 0 of 12 monthsgood coverage

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

OCCIP
Annual income on $10K today (after 15% tax)
$1,651.25/yr
After 10yr DRIP, annual income (after tax)
$34,524.82/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, OCCIP beats the other by $32,695.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OCCIP: 50%JEPQ: 50%
100% JEPQ50/50100% OCCIP
Portfolio after 10yr
$111.3K
Annual income
$21,385.00/yr
Blended yield
19.21%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OCCIP buys
0
JEPQ buys
0
No recent congressional trades found for OCCIP or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOCCIPJEPQ
Forward yield19.43%11.10%
Annual dividend / share$4.86$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR11.6%0%
Portfolio after 10y$177.9K$44.8K
Annual income after 10y$40,617.43$2,152.59
Total dividends collected$135.0K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearOCCIP PortfolioOCCIP Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,868$2,168.00$11,930$1,110.39+$938.00OCCIP
2$16,678$2,909.72$14,133$1,224.34+$2.5KOCCIP
3$21,779$3,933.48$16,632$1,340.46+$5.1KOCCIP
4$28,661$5,357.32$19,454$1,457.97+$9.2KOCCIP
5$38,021$7,353.21$22,626$1,576.08+$15.4KOCCIP
6$50,856$10,173.79$26,175$1,694.09+$24.7KOCCIP
7$68,609$14,193.34$30,133$1,811.32+$38.5KOCCIP
8$93,383$19,971.26$34,531$1,927.17+$58.9KOCCIP
9$128,271$28,351.20$39,403$2,041.08+$88.9KOCCIP
10$177,868$40,617.43$44,787$2,152.59+$133.1KOCCIP

OCCIP vs JEPQ: Complete Analysis 2026

OCCIPStock

OFS Credit Company, Inc. is a fund of OFS Advisor.

Full OCCIP 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.