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OVF vs JEPQ: Dividend Comparison 2026

OVF yields 9.08% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $8.3K in total portfolio value
10 years
OVF
OVF
● Live price
9.08%
Share price
$29.22
Annual div
$2.65
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.5K
Annual income
$1,609.24
Full OVF 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 — OVF vs JEPQ

📍 JEPQ 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 PeriodOVFJEPQ
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, OVF + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

OVF
Annual income on $10K today (after 15% tax)
$771.72/yr
After 10yr DRIP, annual income (after tax)
$1,367.85/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, JEPQ beats the other by $461.85/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OVF: 50%JEPQ: 50%
100% JEPQ50/50100% OVF
Portfolio after 10yr
$40.6K
Annual income
$1,880.91/yr
Blended yield
4.63%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OVF buys
0
JEPQ buys
0
No recent congressional trades found for OVF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOVFJEPQ
Forward yield9.08%11.10%
Annual dividend / share$2.65$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.5K$44.8K
Annual income after 10y$1,609.24$2,152.59
Total dividends collected$12.6K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearOVF PortfolioOVF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,608$907.91$11,930$1,110.39$322.00JEPQ
2$13,405$984.94$14,133$1,224.34$728.00JEPQ
3$15,407$1,063.05$16,632$1,340.46$1.2KJEPQ
4$17,627$1,141.83$19,454$1,457.97$1.8KJEPQ
5$20,082$1,220.92$22,626$1,576.08$2.5KJEPQ
6$22,788$1,299.96$26,175$1,694.09$3.4KJEPQ
7$25,761$1,378.60$30,133$1,811.32$4.4KJEPQ
8$29,021$1,456.55$34,531$1,927.17$5.5KJEPQ
9$32,586$1,533.51$39,403$2,041.08$6.8KJEPQ
10$36,477$1,609.24$44,787$2,152.59$8.3KJEPQ

OVF vs JEPQ: Complete Analysis 2026

OVFStock

The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by (i) investing in one or more other ETFs that seek exposure to the performance of non-U.S. equity securities (from both developed and emerging markets) or directly in the securities held by such ETFs and (ii) selling and purchasing listed short-term put options to generate income to the fund.

Full OVF 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.