HomeCompareSTBZ vs JEPQ

STBZ vs JEPQ: Dividend Comparison 2026

STBZ yields 9.26% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 STBZ wins by $263575.66M in total portfolio value
10 years
STBZ
STBZ
● Live price
9.26%
Share price
$21.59
Annual div
$2.00
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$263575.70M
Annual income
$258,220,799,395.69
Full STBZ 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 — STBZ vs JEPQ

📍 STBZ 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 PeriodSTBZJEPQ
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, STBZ + JEPQ cover 0 of 12 monthsgood coverage

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

STBZ
Annual income on $10K today (after 15% tax)
$787.40/yr
After 10yr DRIP, annual income (after tax)
$219,487,679,486.34/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, STBZ beats the other by $219,487,677,656.63/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

STBZ: 50%JEPQ: 50%
100% JEPQ50/50100% STBZ
Portfolio after 10yr
$131787.87M
Annual income
$129,110,400,774.14/yr
Blended yield
97.97%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

STBZ buys
0
JEPQ buys
0
No recent congressional trades found for STBZ or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSTBZJEPQ
Forward yield9.26%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$263575.70M$44.8K
Annual income after 10y$258,220,799,395.69$2,152.59
Total dividends collected$263212.27M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSTBZ PortfolioSTBZ Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,553$1,852.71$11,930$1,110.39+$623.00STBZ
2$17,778$4,347.01$14,133$1,224.34+$3.6KSTBZ
3$30,531$11,507.81$16,632$1,340.46+$13.9KSTBZ
4$69,607$36,938.82$19,454$1,457.97+$50.2KSTBZ
5$231,893$157,413.93$22,626$1,576.08+$209.3KSTBZ
6$1,228,352$980,226.00$26,175$1,694.09+$1.20MSTBZ
7$11,019,600$9,705,263.94$30,133$1,811.32+$10.99MSTBZ
8$174,531,871$162,740,899.02$34,531$1,927.17+$174.50MSTBZ
9$5,004,583,163$4,817,834,060.76$39,403$2,041.08+$5004.54MSTBZ
10$263,575,703,380$258,220,799,395.69$44,787$2,152.59+$263575.66MSTBZ

STBZ vs JEPQ: Complete Analysis 2026

STBZStock

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

Full STBZ 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.