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SAGE vs JEPQ: Dividend Comparison 2026

SAGE yields 23.04% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SAGE wins by $43.1K in total portfolio value
10 years
SAGE
SAGE
● Live price
23.04%
Share price
$8.68
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$87.8K
Annual income
$9,210.28
Full SAGE 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 — SAGE vs JEPQ

📍 SAGE 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 PeriodSAGEJEPQ
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, SAGE + JEPQ cover 0 of 12 monthsgood coverage

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

SAGE
Annual income on $10K today (after 15% tax)
$1,958.53/yr
After 10yr DRIP, annual income (after tax)
$7,828.74/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, SAGE beats the other by $5,999.04/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 SAGE + JEPQ for your $10,000?

SAGE: 50%JEPQ: 50%
100% JEPQ50/50100% SAGE
Portfolio after 10yr
$66.3K
Annual income
$5,681.43/yr
Blended yield
8.57%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SAGE right now

SAGE
Analyst Ratings
7
Buy
27
Hold
2
Sell
Consensus: Hold
Price Target
$37.33
+330.1% upside vs current
Range: $5.00 — $105.00
Altman Z
-5.3
Piotroski
3/9
JEPQ
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SAGE buys
0
JEPQ buys
0
No recent congressional trades found for SAGE or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSAGEJEPQ
Forward yield23.04%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$87.8K$44.8K
Annual income after 10y$9,210.28$2,152.59
Total dividends collected$53.6K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSAGE PortfolioSAGE Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$13,004$2,304.15$11,930$1,110.39+$1.1KSAGE
2$16,715$2,800.32$14,133$1,224.34+$2.6KSAGE
3$21,249$3,363.90$16,632$1,340.46+$4.6KSAGE
4$26,733$3,996.60$19,454$1,457.97+$7.3KSAGE
5$33,303$4,699.14$22,626$1,576.08+$10.7KSAGE
6$41,105$5,471.12$26,175$1,694.09+$14.9KSAGE
7$50,294$6,311.13$30,133$1,811.32+$20.2KSAGE
8$61,031$7,216.72$34,531$1,927.17+$26.5KSAGE
9$73,488$8,184.51$39,403$2,041.08+$34.1KSAGE
10$87,842$9,210.28$44,787$2,152.59+$43.1KSAGE

SAGE vs JEPQ: Complete Analysis 2026

SAGEStock

Sage Therapeutics, Inc., a biopharmaceutical company, develops and commercializes medicines to treat central nervous system disorders. Its lead product candidate is ZULRESSO, an intravenous formulation of brexanolone for the treatment of postpartum depression (PPD) in adults. The company's product pipeline also includes zuranolone, a neuroactive steroid, which is in Phase III clinical trials for treating PPD, major depressive disorders, treatment resistant disorders, generalized anxiety disorders, and bipolar depression; and SAGE-324, a compound that is in Phase II clinical trial to treat essential tremors, as well as has completed Phase I clinical trial for epilepsy and Parkinson's diseases. In addition, its product pipeline comprises SAGE-718, an oxysterol-based positive allosteric modulator of the NMDA receptor, which has completed Phase I clinical trial for the treatment of depression, Huntington's disease, Alzheimer's disease, attention deficit hyperactivity disorder, schizophrenia, and neuropathic pain. Sage Therapeutics, Inc. has a strategic collaboration with Shionogi & Co., Ltd. for the development and commercialization of zuranolone in Japan, Taiwan, and South Korea; and a collaboration and license agreement with Biogen MA Inc. to jointly develop and commercialize SAGE-217 and SAGE-324 products. The company was formerly known as Sterogen Biopharma, Inc. and changed its name to Sage Therapeutics, Inc. in September 2011. Sage Therapeutics, Inc. was incorporated in 2010 and is headquartered in Cambridge, Massachusetts.

Full SAGE 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.