HomeCompareOSUKF vs JEPQ

OSUKF vs JEPQ: Dividend Comparison 2026

OSUKF yields 2.89% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 OSUKF wins by $343.47M in total portfolio value· pulled ahead in Year 3
10 years
OSUKF
OSUKF
● Live price
2.89%
Share price
$20.77
Annual div
$0.60
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$343.52M
Annual income
$322,076,153.03
Full OSUKF 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 — OSUKF vs JEPQ

📍 OSUKF 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 PeriodOSUKFJEPQ
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, OSUKF + JEPQ cover 0 of 12 monthsgood coverage

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

OSUKF
Annual income on $10K today (after 15% tax)
$245.28/yr
After 10yr DRIP, annual income (after tax)
$273,764,730.08/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, OSUKF beats the other by $273,762,900.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OSUKF: 50%JEPQ: 50%
100% JEPQ50/50100% OSUKF
Portfolio after 10yr
$171.78M
Annual income
$161,039,152.80/yr
Blended yield
93.75%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OSUKF buys
0
JEPQ buys
0
No recent congressional trades found for OSUKF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOSUKFJEPQ
Forward yield2.89%11.10%
Annual dividend / share$0.60$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$343.52M$44.8K
Annual income after 10y$322,076,153.03$2,152.59
Total dividends collected$341.92M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearOSUKF PortfolioOSUKF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,277$577.12$11,930$1,110.39$653.00JEPQ
2$13,283$1,216.51$14,133$1,224.34$850.00JEPQ
3← crossover$16,891$2,678.30$16,632$1,340.46+$259.00OSUKF
4$24,440$6,366.01$19,454$1,457.97+$5.0KOSUKF
5$43,367$17,216.61$22,626$1,576.08+$20.7KOSUKF
6$103,506$57,103.08$26,175$1,694.09+$77.3KOSUKF
7$365,499$254,748.34$30,133$1,811.32+$335.4KOSUKF
8$2,072,519$1,681,435.00$34,531$1,927.17+$2.04MOSUKF
9$20,038,848$17,821,251.91$39,403$2,041.08+$20.00MOSUKF
10$343,517,720$322,076,153.03$44,787$2,152.59+$343.47MOSUKF

OSUKF vs JEPQ: Complete Analysis 2026

OSUKFStock

Otsuka Corporation provides system integration, support, and other services in Japan. The System Integration Business segment offers system services, including consulting, system design and development, transport and installation work, and network construction. It also provides management systems and collaborative software, such as ERP packages and groupware to cover a range of specialized fields, including CAD and web technologies; and software, hardware, intranet, and security products for the construction and expansion of computer networks. In addition, this segment sells computers, copiers, and communications equipment and software; and develops consigned software. The Service and Support Business segment offers supplies, hardware and software maintenance, telephone support, and outsourcing services; emergency computer rescue services for corporate and individual clients; and network support and services for the planning, design, construction, and operation of corporate information systems, as well as out-sources system engineers. It also provides educational support services. The company was founded in 1961 and is headquartered in Tokyo, Japan.

Full OSUKF 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.