HomeCompareSTJPF vs JEPQ

STJPF vs JEPQ: Dividend Comparison 2026

STJPF yields 1.38% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $24.7K in total portfolio value
10 years
STJPF
STJPF
● Live price
1.38%
Share price
$17.43
Annual div
$0.24
5Y div CAGR
-33%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.1K
Annual income
$2.57
Full STJPF 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 — STJPF 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 PeriodSTJPFJEPQ
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, STJPF + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
STJPF pays
JEPQ pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

STJPF
Annual income on $10K today (after 15% tax)
$117.04/yr
After 10yr DRIP, annual income (after tax)
$2.18/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 $1,827.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

STJPF: 50%JEPQ: 50%
100% JEPQ50/50100% STJPF
Portfolio after 10yr
$32.5K
Annual income
$1,077.57/yr
Blended yield
3.32%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STJPF right now

STJPF
Analyst Ratings
2
Buy
2
Hold
Consensus: Buy
Altman Z
0.3
Piotroski
7/9
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)

STJPF buys
0
JEPQ buys
0
No recent congressional trades found for STJPF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSTJPFJEPQ
Forward yield1.38%11.10%
Annual dividend / share$0.24$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-33%0%
Portfolio after 10y$20.1K$44.8K
Annual income after 10y$2.57$2,152.59
Total dividends collected$277.00$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSTJPF PortfolioSTJPF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,792$92.25$11,930$1,110.39$1.1KJEPQ
2$11,610$62.34$14,133$1,224.34$2.5KJEPQ
3$12,465$42.00$16,632$1,340.46$4.2KJEPQ
4$13,366$28.23$19,454$1,457.97$6.1KJEPQ
5$14,320$18.96$22,626$1,576.08$8.3KJEPQ
6$15,335$12.72$26,175$1,694.09$10.8KJEPQ
7$16,417$8.53$30,133$1,811.32$13.7KJEPQ
8$17,572$5.72$34,531$1,927.17$17.0KJEPQ
9$18,806$3.83$39,403$2,041.08$20.6KJEPQ
10$20,125$2.57$44,787$2,152.59$24.7KJEPQ

STJPF vs JEPQ: Complete Analysis 2026

STJPFStock

St. James's Place plc is a publicly owned investment manager. The firm launches and manages equity, fixed income, and balanced mutual funds for its clients. It invests in public equity and fixed income market across the globe. The firm was formerly known as St. James's Place Capital plc. St. James's Place plc was founded in 1991 and is based in Cirencester, United Kingdom.

Full STJPF 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 →
📬

Get this STJPF vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

STJPF vs SCHDSTJPF vs JEPISTJPF vs OSTJPF vs KOSTJPF vs MAINSTJPF vs XYLDSTJPF vs QYLDSTJPF 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.