HomeCompareOSI vs JEPQ

OSI vs JEPQ: Dividend Comparison 2026

OSI yields 18.78% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 OSI wins by $22.9K in total portfolio value
10 years
OSI
OSI
● Live price
18.78%
Share price
$10.65
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$67.7K
Annual income
$5,902.75
Full OSI 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 — OSI vs JEPQ

📍 OSI 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 PeriodOSIJEPQ
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, OSI + JEPQ cover 0 of 12 monthsgood coverage

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

OSI
Annual income on $10K today (after 15% tax)
$1,596.24/yr
After 10yr DRIP, annual income (after tax)
$5,017.34/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, OSI beats the other by $3,187.64/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OSI: 50%JEPQ: 50%
100% JEPQ50/50100% OSI
Portfolio after 10yr
$56.3K
Annual income
$4,027.67/yr
Blended yield
7.16%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OSI buys
0
JEPQ buys
0
No recent congressional trades found for OSI or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOSIJEPQ
Forward yield18.78%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$67.7K$44.8K
Annual income after 10y$5,902.75$2,152.59
Total dividends collected$37.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearOSI PortfolioOSI Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,578$1,877.93$11,930$1,110.39+$648.00OSI
2$15,666$2,207.53$14,133$1,224.34+$1.5KOSI
3$19,332$2,569.62$16,632$1,340.46+$2.7KOSI
4$23,649$2,963.53$19,454$1,457.97+$4.2KOSI
5$28,692$3,388.10$22,626$1,576.08+$6.1KOSI
6$34,543$3,841.75$26,175$1,694.09+$8.4KOSI
7$41,283$4,322.49$30,133$1,811.32+$11.2KOSI
8$49,001$4,828.00$34,531$1,927.17+$14.5KOSI
9$57,787$5,355.68$39,403$2,041.08+$18.4KOSI
10$67,735$5,902.75$44,787$2,152.59+$22.9KOSI

OSI vs JEPQ: Complete Analysis 2026

OSIStock

Osiris Acquisition Corp. does not have significant operations. The company intends to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination. Osiris Acquisition Corp. was incorporated in 2020 and is based in New York, New York.

Full OSI 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.