HomeCompareOXSQL vs JEPQ

OXSQL vs JEPQ: Dividend Comparison 2026

OXSQL yields 5.09% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $23.4K in total portfolio value
10 years
OXSQL
OXSQL
● Live price
5.09%
Share price
$25.32
Annual div
$1.29
5Y div CAGR
-32.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$10.55
Full OXSQL 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 — OXSQL 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 PeriodOXSQLJEPQ
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, OXSQL + JEPQ cover 0 of 12 monthsgood coverage

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

OXSQL
Annual income on $10K today (after 15% tax)
$432.64/yr
After 10yr DRIP, annual income (after tax)
$8.97/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 $1,820.73/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OXSQL: 50%JEPQ: 50%
100% JEPQ50/50100% OXSQL
Portfolio after 10yr
$33.1K
Annual income
$1,081.57/yr
Blended yield
3.27%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OXSQL buys
0
JEPQ buys
0
No recent congressional trades found for OXSQL or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOXSQLJEPQ
Forward yield5.09%11.10%
Annual dividend / share$1.29$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-32.7%0%
Portfolio after 10y$21.4K$44.8K
Annual income after 10y$10.55$2,152.59
Total dividends collected$1.1K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearOXSQL PortfolioOXSQL Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,043$342.55$11,930$1,110.39$887.00JEPQ
2$12,053$237.91$14,133$1,224.34$2.1KJEPQ
3$13,061$163.34$16,632$1,340.46$3.6KJEPQ
4$14,086$111.32$19,454$1,457.97$5.4KJEPQ
5$15,148$75.52$22,626$1,576.08$7.5KJEPQ
6$16,259$51.08$26,175$1,694.09$9.9KJEPQ
7$17,432$34.48$30,133$1,811.32$12.7KJEPQ
8$18,675$23.25$34,531$1,927.17$15.9KJEPQ
9$19,998$15.67$39,403$2,041.08$19.4KJEPQ
10$21,408$10.55$44,787$2,152.59$23.4KJEPQ

OXSQL vs JEPQ: Complete Analysis 2026

OXSQLStock

Oxford Square Capital Corp. is a business development company, operates as a closed-end, non-diversified management investment company. It is a private equity and mezzanine firm. The firm invests in both public and private companies. It invests in secured and unsecured senior debt, subordinated debt, junior subordinated debt, preferred stock, common stock and syndicated bank loans. The firm primarily invests in debt and/or equity securities of technology-related companies that operate in the computer software, Internet, information technology infrastructure and services, media, telecommunications and telecommunications equipment, semiconductors, hardware, technology-enabled services, semiconductor capital equipment, medical device technology, diversified technology, and networking systems sectors. It concentrates its investments in companies having annual revenues of less than $200 million and a market capitalization or enterprise value of less than $300 million. The firm invests between $5 million and $30 million per transaction. It seeks to exit its investments within 7 years. It serves as the investment adviser to TICC. Oxford Square Capital Corp., formerly known as TICC Capital Corp., was founded in 2003 and is headquartered in Greenwich, Connecticut.

Full OXSQL 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.