HomeCompareSTWOU vs JEPQ

STWOU vs JEPQ: Dividend Comparison 2026

STWOU yields 23.58% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 STWOU wins by $46.0K in total portfolio value
10 years
STWOU
STWOU
● Live price
23.58%
Share price
$8.48
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$90.8K
Annual income
$9,716.36
Full STWOU 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 — STWOU vs JEPQ

📍 STWOU 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 PeriodSTWOUJEPQ
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, STWOU + JEPQ cover 0 of 12 monthsgood coverage

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

STWOU
Annual income on $10K today (after 15% tax)
$2,004.72/yr
After 10yr DRIP, annual income (after tax)
$8,258.91/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, STWOU beats the other by $6,429.20/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 STWOU + JEPQ for your $10,000?

STWOU: 50%JEPQ: 50%
100% JEPQ50/50100% STWOU
Portfolio after 10yr
$67.8K
Annual income
$5,934.47/yr
Blended yield
8.76%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

STWOU buys
0
JEPQ buys
0
No recent congressional trades found for STWOU or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSTWOUJEPQ
Forward yield23.58%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$90.8K$44.8K
Annual income after 10y$9,716.36$2,152.59
Total dividends collected$55.9K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSTWOU PortfolioSTWOU Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$13,058$2,358.49$11,930$1,110.39+$1.1KSTWOU
2$16,851$2,878.35$14,133$1,224.34+$2.7KSTWOU
3$21,502$3,471.29$16,632$1,340.46+$4.9KSTWOU
4$27,147$4,139.59$19,454$1,457.97+$7.7KSTWOU
5$33,931$4,884.42$22,626$1,576.08+$11.3KSTWOU
6$42,012$5,705.77$26,175$1,694.09+$15.8KSTWOU
7$51,555$6,602.47$30,133$1,811.32+$21.4KSTWOU
8$62,737$7,572.20$34,531$1,927.17+$28.2KSTWOU
9$75,740$8,611.61$39,403$2,041.08+$36.3KSTWOU
10$90,758$9,716.36$44,787$2,152.59+$46.0KSTWOU

STWOU vs JEPQ: Complete Analysis 2026

STWOUStock

ACON S2 Acquisition Corp. focuses effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses or entities. The company was founded in 2020 and is headquartered in Washington, District of Columbia.

Full STWOU 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.