HomeComparePBAX vs JEPQ

PBAX vs JEPQ: Dividend Comparison 2026

PBAX yields 34.19% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PBAX wins by $123.3K in total portfolio value
10 years
PBAX
PBAX
● Live price
34.19%
Share price
$5.85
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$168.1K
Annual income
$24,882.33
Full PBAX 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 — PBAX vs JEPQ

📍 PBAX 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 PeriodPBAXJEPQ
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, PBAX + JEPQ cover 0 of 12 monthsgood coverage

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

PBAX
Annual income on $10K today (after 15% tax)
$2,905.98/yr
After 10yr DRIP, annual income (after tax)
$21,149.98/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, PBAX beats the other by $19,320.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PBAX: 50%JEPQ: 50%
100% JEPQ50/50100% PBAX
Portfolio after 10yr
$106.4K
Annual income
$13,517.45/yr
Blended yield
12.70%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PBAX buys
0
JEPQ buys
0
No recent congressional trades found for PBAX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPBAXJEPQ
Forward yield34.19%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$168.1K$44.8K
Annual income after 10y$24,882.33$2,152.59
Total dividends collected$120.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPBAX PortfolioPBAX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$14,119$3,418.80$11,930$1,110.39+$2.2KPBAX
2$19,618$4,511.16$14,133$1,224.34+$5.5KPBAX
3$26,850$5,858.24$16,632$1,340.46+$10.2KPBAX
4$36,222$7,493.14$19,454$1,457.97+$16.8KPBAX
5$48,205$9,447.49$22,626$1,576.08+$25.6KPBAX
6$63,330$11,750.38$26,175$1,694.09+$37.2KPBAX
7$82,191$14,427.22$30,133$1,811.32+$52.1KPBAX
8$105,443$17,498.86$34,531$1,927.17+$70.9KPBAX
9$133,805$20,980.74$39,403$2,041.08+$94.4KPBAX
10$168,053$24,882.33$44,787$2,152.59+$123.3KPBAX

PBAX vs JEPQ: Complete Analysis 2026

PBAXStock

Phoenix Biotech Acquisition Corp. does not have significant operations. The company intends to effect a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. It engages in identifying and acquiring a business that focuses on the healthcare or healthcare related industries in the United States and Europe. The company was incorporated in 2021 and is based in Oakland, California.

Full PBAX 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.