Is PNSAX or JEPQ a better dividend investment in 2026?

PNSAX currently yields 0.43% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: JEPQ offers higher current income.

What is the dividend yield difference between PNSAX and JEPQ?

PNSAX has a forward dividend yield of 0.43% ($0.34/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 10.67 percentage points.

Home › Compare › PNSAX vs JEPQ

PNSAX vs JEPQ: Dividend Comparison 2026

PNSAX yields 0.43% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 JEPQ wins by $24.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

PNSAX

● Live price

0.43%

Share price

$79.54

Annual div

$0.34

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$20.3K

Annual income

$43.79

Full PNSAX calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — PNSAX vs JEPQ

📍 JEPQ pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	PNSAX	JEPQ
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%.

📅

Dividend Calendar Overlap

Combined, PNSAX + JEPQ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

PNSAX pays

JEPQ pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

PNSAX

Annual income on $10K today (after 15% tax)

$36.21/yr

After 10yr DRIP, annual income (after tax)

$37.22/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 $1,792.48/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

PNSAX: 50%JEPQ: 50%

100% JEPQ50/50100% PNSAX

Portfolio after 10yr

$32.5K

Annual income

$1,098.19/yr

Blended yield

3.38%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PNSAX buys

JEPQ buys

No recent congressional trades found for PNSAX or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricPNSAXJEPQ

Forward yield	0.43%	11.10% ✓
Annual dividend / share	$0.34	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$20.3K	$44.8K ✓
Annual income after 10y	$43.79	$2,152.59 ✓
Total dividends collected	$432.00 ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	PNSAX Portfolio	PNSAX Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$10,743	$42.59	$11,930	$1,110.39	$1.2K → JEPQ
2	$11,537	$42.76	$14,133	$1,224.34	$2.6K → JEPQ
3	$12,388	$42.92	$16,632	$1,340.46	$4.2K → JEPQ
4	$13,298	$43.07	$19,454	$1,457.97	$6.2K → JEPQ
5	$14,272	$43.21	$22,626	$1,576.08	$8.4K → JEPQ
6	$15,315	$43.34	$26,175	$1,694.09	$10.9K → JEPQ
7	$16,430	$43.47	$30,133	$1,811.32	$13.7K → JEPQ
8	$17,624	$43.58	$34,531	$1,927.17	$16.9K → JEPQ
9	$18,901	$43.69	$39,403	$2,041.08	$20.5K → JEPQ
10	$20,268	$43.79	$44,787	$2,152.59	$24.5K → JEPQ

PNSAX vs JEPQ: Complete Analysis 2026

PNSAX — Stock

The fund invests mainly in common stocks of small U.S. companies, with a focus on growth stocks. Growth stocks are stocks of companies whose earnings are expected to grow faster than those of similar firms, and whose business growth and other characteristics may lead to an increase in stock price. It invests at least 80% of the fund's net assets in companies of a size similar to those in the Russell 2000 Growth Index.

Full PNSAX Calculator →

JEPQ — ETF

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 →

📬

Get this PNSAX vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

PNSAX vs SCHD PNSAX vs JEPI PNSAX vs O PNSAX vs KO PNSAX vs MAIN PNSAX vs XYLD PNSAX vs QYLD PNSAX vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.