HomeCompareOXSQZ vs JEPQ

OXSQZ vs JEPQ: Dividend Comparison 2026

OXSQZ yields 4.65% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $23.5K in total portfolio value
10 years
OXSQZ
OXSQZ
● Live price
4.65%
Share price
$25.20
Annual div
$1.17
5Y div CAGR
-32.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.3K
Annual income
$9.57
Full OXSQZ 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 — OXSQZ 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 PeriodOXSQZJEPQ
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, OXSQZ + JEPQ cover 0 of 12 monthsgood coverage

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

OXSQZ
Annual income on $10K today (after 15% tax)
$395.28/yr
After 10yr DRIP, annual income (after tax)
$8.13/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 $1,821.57/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OXSQZ: 50%JEPQ: 50%
100% JEPQ50/50100% OXSQZ
Portfolio after 10yr
$33.0K
Annual income
$1,081.08/yr
Blended yield
3.27%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OXSQZ buys
0
JEPQ buys
0
No recent congressional trades found for OXSQZ or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOXSQZJEPQ
Forward yield4.65%11.10%
Annual dividend / share$1.17$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-32.7%0%
Portfolio after 10y$21.3K$44.8K
Annual income after 10y$9.57$2,152.59
Total dividends collected$971.00$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearOXSQZ PortfolioOXSQZ Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,013$312.97$11,930$1,110.39$917.00JEPQ
2$12,001$216.79$14,133$1,224.34$2.1KJEPQ
3$12,989$148.58$16,632$1,340.46$3.6KJEPQ
4$14,000$101.15$19,454$1,457.97$5.5KJEPQ
5$15,048$68.57$22,626$1,576.08$7.6KJEPQ
6$16,148$46.36$26,175$1,694.09$10.0KJEPQ
7$17,310$31.29$30,133$1,811.32$12.8KJEPQ
8$18,542$21.10$34,531$1,927.17$16.0KJEPQ
9$19,855$14.21$39,403$2,041.08$19.5KJEPQ
10$21,254$9.57$44,787$2,152.59$23.5KJEPQ

OXSQZ vs JEPQ: Complete Analysis 2026

OXSQZStock

Oxford Square Capital is a business development company primarily engaged in providing capital to technology-related companies. TICC concentrates its investments in companies having annual revenues of less than $200 million and/or a market capitalization or enterprise value of less than $300 million.

Full OXSQZ 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.