Is ROXA or JEPQ a better dividend investment in 2026?

ROXA currently yields 4.00% with a 5% 5-year dividend growth rate. JEPQ yields 11.12% with 5% growth. The better choice depends on your goal: JEPQ offers higher current income.

What is the dividend yield difference between ROXA and JEPQ?

ROXA has a forward dividend yield of 4.00% ($2.00/share annually). JEPQ yields 11.12% ($6.18/share annually). The yield gap is 7.12 percentage points.

Home › Compare › ROXA vs JEPQ

ROXA vs JEPQ: Dividend Comparison 2026

ROXA yields 4.00% · JEPQ yields 11.12%● Live data

vsPost on X →

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

🏆 JEPQ wins by $16.8K in total portfolio value

INVESTMENT

TIME HORIZON10 years

ROXA

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full ROXA calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.12%

Share price

$55.59

Annual div

$6.18

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,158.38

Full JEPQ calculator →

Portfolio growth — ROXA 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 Period	ROXA	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%.

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Dividend Calendar Overlap

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

ROXA pays

JEPQ pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

ROXA

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

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

JEPQ

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

$945.38/yr

After 10yr DRIP, annual income (after tax)

$1,834.62/yr

At 15% tax rate, JEPQ beats the other by $1,070.31/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

ROXA: 50%JEPQ: 50%

100% JEPQ50/50100% ROXA

Portfolio after 10yr

$36.4K

Annual income

$1,528.79/yr

Blended yield

4.20%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ROXA buys

JEPQ buys

Politician	Chamber	Ticker	Type	Amount	Date
Robert J. Wittman	🏢 House	$JEPQ	▲ Buy	$1,001 - $15,000	2022-09-27

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

MetricROXAJEPQ

Forward yield	4.00%	11.12% ✓
Annual dividend / share	$2.00	$6.18 ✓
Payout ratio	50%	50%
1-year div growth	5% ✓	0%
5-year div CAGR	5% ✓	0%
Portfolio after 10y	$28.0K	$44.8K ✓
Annual income after 10y	$899.19	$2,158.38 ✓
Total dividends collected	$6.4K	$16.4K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	ROXA Portfolio	ROXA Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$11,120	$420.00	$11,932	$1,112.21	$812.00 → JEPQ
2	$12,357	$458.31	$14,137	$1,226.54	$1.8K → JEPQ
3	$13,721	$499.76	$16,639	$1,343.06	$2.9K → JEPQ
4	$15,227	$544.58	$19,465	$1,460.98	$4.2K → JEPQ
5	$16,885	$593.02	$22,641	$1,579.54	$5.8K → JEPQ
6	$18,713	$645.34	$26,195	$1,698.00	$7.5K → JEPQ
7	$20,724	$701.81	$30,159	$1,815.70	$9.4K → JEPQ
8	$22,938	$762.73	$34,564	$1,932.02	$11.6K → JEPQ
9	$25,372	$828.41	$39,444	$2,046.40	$14.1K → JEPQ
10	$28,047	$899.19	$44,837	$2,158.38	$16.8K → JEPQ

ROXA vs JEPQ: Complete Analysis 2026

ROXA — Stock

ROXA is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in ROXA shares.

Full ROXA 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 →

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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.