HomeCompareSAXPY vs JEPQ

SAXPY vs JEPQ: Dividend Comparison 2026

SAXPY yields 3.59% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SAXPY wins by $1028.82M in total portfolio value· pulled ahead in Year 3
10 years
SAXPY
SAXPY
● Live price
3.59%
Share price
$21.44
Annual div
$0.77
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1028.87M
Annual income
$976,641,154.20
Full SAXPY 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 — SAXPY vs JEPQ

📍 SAXPY pulled ahead of the other in Year 3

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 PeriodSAXPYJEPQ
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, SAXPY + JEPQ cover 0 of 12 monthsgood coverage

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

SAXPY
Annual income on $10K today (after 15% tax)
$305.37/yr
After 10yr DRIP, annual income (after tax)
$830,144,981.07/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, SAXPY beats the other by $830,143,151.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SAXPY: 50%JEPQ: 50%
100% JEPQ50/50100% SAXPY
Portfolio after 10yr
$514.46M
Annual income
$488,321,653.39/yr
Blended yield
94.92%
📊

Analyst Conviction Gap

Where Wall Street is split right now

SAXPY
Analyst Ratings
1
Buy
3
Hold
1
Sell
Consensus: Hold
Altman Z
4.4
Piotroski
6/9
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)

SAXPY buys
0
JEPQ buys
0
No recent congressional trades found for SAXPY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSAXPYJEPQ
Forward yield3.59%11.10%
Annual dividend / share$0.77$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$1028.87M$44.8K
Annual income after 10y$976,641,154.20$2,152.59
Total dividends collected$1025.09M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSAXPY PortfolioSAXPY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,419$718.51$11,930$1,110.39$511.00JEPQ
2$13,751$1,533.51$14,133$1,224.34$382.00JEPQ
3← crossover$18,166$3,451.98$16,632$1,340.46+$1.5KSAXPY
4$27,961$8,523.67$19,454$1,457.97+$8.5KSAXPY
5$54,441$24,522.87$22,626$1,576.08+$31.8KSAXPY
6$147,499$89,246.46$26,175$1,694.09+$121.3KSAXPY
7$609,780$451,956.55$30,133$1,811.32+$579.6KSAXPY
8$4,144,898$3,492,432.90$34,531$1,927.17+$4.11MSAXPY
9$48,807,636$44,372,595.84$39,403$2,041.08+$48.77MSAXPY
10$1,028,865,325$976,641,154.20$44,787$2,152.59+$1028.82MSAXPY

SAXPY vs JEPQ: Complete Analysis 2026

SAXPYStock

Sampo Oyj, through its subsidiaries, provides life and non-life insurance products and services in Finland, Sweden, Norway, Denmark, and the Baltic countries. It operates through If, Topdanmark, Hastings, Mandatum, and Holding segments. The company offers household, homeowner, motor, accident, travel, boat, forest, livestock, property, casualty, liability, car, van, bike, and cargo insurance. It also provides life, individual and group pension, home and content, illness, animal, electronics, change of ownership, workers' compensation, rewards, marine, aviation, and transport insurance, as well as wealth management and asset management services. Sampo Oyj was founded in 1909 and is based in Helsinki, Finland.

Full SAXPY 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.