Home › Compare › OFSI vs JEPQ

OFSI vs JEPQ: Dividend Comparison 2026

OFSI yields 434782.61% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 OFSI wins by $1.1532622696032997e+33M in total portfolio value
10 years
OFSI
OFSI
● Live price
434782.61%
Share price
$0.00
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1.1532622696032997e+33M
Annual income
$1,152,740,718,045,635,400,000,000,000,000,000,000,000.00
Full OFSI 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 — OFSI vs JEPQ

📍 OFSI 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 PeriodOFSIJEPQ
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, OFSI + JEPQ cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

OFSI
Annual income on $10K today (after 15% tax)
$36,956,521.74/yr
After 10yr DRIP, annual income (after tax)
$979,829,610,338,790,000,000,000,000,000,000,000,000.00/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, OFSI beats the other by $979,829,610,338,790,000,000,000,000,000,000,000,000.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OFSI: 50%JEPQ: 50%
100% JEPQ50/50100% OFSI
Portfolio after 10yr
$5.766311348016499e+32M
Annual income
$576,370,359,022,817,700,000,000,000,000,000,000,000.00/yr
Blended yield
99.95%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OFSI buys
0
JEPQ buys
0
No recent congressional trades found for OFSI or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOFSIJEPQ
Forward yield434782.61% ✓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$1.1532622696032997e+33M$44.8K ✓
Annual income after 10y$1,152,740,718,045,635,400,000,000,000,000,000,000,000.00 ✓$2,152.59
Total dividends collected$1.1532281359249451e+33M$16.3K ✓
Payment frequencyquarterlymonthly
SectorStockETF

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

YearOFSI PortfolioOFSI Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$43,488,961$43,478,260.87$11,930$1,110.39+$43.48M → OFSI
2$176,759,092,593$176,712,559,404.98$14,133$1,224.34+$176759.08M → OFSI
3$671,442,336,773,648$671,253,204,544,573.60$16,632$1,340.46+$671442336.76M → OFSI
4$2,383,748,677,921,919,000$2,383,030,234,621,571,000.00$19,454$1,457.97+$2383748677921.90M → OFSI
5$7,909,291,711,569,071,000,000$7,906,741,100,483,695,000,000.00$22,626$1,576.08+$7909291711569071.00M → OFSI
6$24,526,791,984,972,580,000,000,000$24,518,329,042,841,200,000,000,000.00$26,175$1,694.09+$24526791984972582912.00M → OFSI
7$71,083,796,338,518,020,000,000,000,000$71,057,552,671,094,100,000,000,000,000.00$30,133$1,811.32+$7.108379633851802e+22M → OFSI
8$192,543,084,975,077,580,000,000,000,000,000$192,467,025,312,995,360,000,000,000,000,000.00$34,531$1,927.17+$1.9254308497507757e+26M → OFSI
9$487,431,362,303,249,300,000,000,000,000,000,000$487,225,341,202,325,960,000,000,000,000,000,000.00$39,403$2,041.08+$4.874313623032493e+29M → OFSI
10$1,153,262,269,603,299,700,000,000,000,000,000,000,000$1,152,740,718,045,635,400,000,000,000,000,000,000,000.00$44,787$2,152.59+$1.1532622696032997e+33M → OFSI

OFSI vs JEPQ: Complete Analysis 2026

OFSI — Stock

OMNI Financial Services, Inc. provides various financial products and services to individuals, professionals, and business owners. The company offers deferred annuities, fixed annuities, and immediate annuities; and group medical, key employee, survivor life, disability, fixed life, long term care, and term life insurance products. It also provides college funding, retirement, and estate planning services. The company was founded in 1976 and is headquartered in Fort Myers, Florida.

Full OFSI Calculator →

JEPQ — ETF

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 OFSI vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

OFSI vs SCHDOFSI vs JEPIOFSI vs OOFSI vs KOOFSI vs MAINOFSI vs XYLDOFSI vs QYLDOFSI 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.