HomeCompareOSGCF vs JEPQ

OSGCF vs JEPQ: Dividend Comparison 2026

OSGCF yields 4.20% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 OSGCF wins by $9.04M in total portfolio value· pulled ahead in Year 3
10 years
OSGCF
OSGCF
● Live price
4.20%
Share price
$13.66
Annual div
$0.57
5Y div CAGR
70%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$9.08M
Annual income
$7,369,772.70
Full OSGCF 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 — OSGCF vs JEPQ

📍 OSGCF pulled ahead of the other in Year 3

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 PeriodOSGCFJEPQ
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, OSGCF + JEPQ cover 0 of 12 monthsgood coverage

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

OSGCF
Annual income on $10K today (after 15% tax)
$357.23/yr
After 10yr DRIP, annual income (after tax)
$6,264,306.80/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, OSGCF beats the other by $6,262,477.09/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OSGCF: 50%JEPQ: 50%
100% JEPQ50/50100% OSGCF
Portfolio after 10yr
$4.56M
Annual income
$3,685,962.64/yr
Blended yield
80.78%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OSGCF buys
0
JEPQ buys
0
No recent congressional trades found for OSGCF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOSGCFJEPQ
Forward yield4.20%11.10%
Annual dividend / share$0.57$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR70%0%
Portfolio after 10y$9.08M$44.8K
Annual income after 10y$7,369,772.70$2,152.59
Total dividends collected$8.91M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearOSGCF PortfolioOSGCF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,414$714.47$11,930$1,110.39$516.00JEPQ
2$13,509$1,295.69$14,133$1,224.34$624.00JEPQ
3← crossover$16,891$2,436.35$16,632$1,340.46+$259.00OSGCF
4$22,913$4,839.90$19,454$1,457.97+$3.5KOSGCF
5$34,949$10,431.15$22,626$1,576.08+$12.3KOSGCF
6$62,673$25,277.60$26,175$1,694.09+$36.5KOSGCF
7$139,079$72,019.36$30,133$1,811.32+$108.9KOSGCF
8$402,736$253,921.01$34,531$1,927.17+$368.2KOSGCF
9$1,599,141$1,168,213.54$39,403$2,041.08+$1.56MOSGCF
10$9,080,853$7,369,772.70$44,787$2,152.59+$9.04MOSGCF

OSGCF vs JEPQ: Complete Analysis 2026

OSGCFStock

OSG Corporation, together with its subsidiaries, manufactures and sells cutting tools in Japan, the Americas, Europe and Africa, and Asia. The company's products include taps, drills, end mills, indexable tools, thread mills, rolling dies, gauges, machine tools, machine parts, and tooling systems, as well as reconditioning services to worn tools. It also offers special products and accessories, such as tap holders, holder/arbor related products, circular saws/bandsaws, diameter correction tools, tool storage cabinets, parts/accessories, LHSTIX/bits, and coating rods. In addition, the company imports and sells tools. The company's products are used in automotive, die/mold, aerospace, energy, and heavy industry applications. OSG Corporation was incorporated in 1938 and is headquartered in Toyokawa, Japan.

Full OSGCF 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.