HomeCompareUGAZ vs JEPQ

UGAZ vs JEPQ: Dividend Comparison 2026

UGAZ yields 18.48% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 UGAZ wins by $21.7K in total portfolio value
10 years
UGAZ
UGAZ
● Live price
18.48%
Share price
$10.82
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$66.5K
Annual income
$5,712.73
Full UGAZ 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 — UGAZ vs JEPQ

📍 UGAZ 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 PeriodUGAZJEPQ
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, UGAZ + JEPQ cover 0 of 12 monthsgood coverage

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

UGAZ
Annual income on $10K today (after 15% tax)
$1,571.16/yr
After 10yr DRIP, annual income (after tax)
$4,855.82/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, UGAZ beats the other by $3,026.12/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

UGAZ: 50%JEPQ: 50%
100% JEPQ50/50100% UGAZ
Portfolio after 10yr
$55.6K
Annual income
$3,932.65/yr
Blended yield
7.07%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UGAZ buys
0
JEPQ buys
0
No recent congressional trades found for UGAZ or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUGAZJEPQ
Forward yield18.48%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$66.5K$44.8K
Annual income after 10y$5,712.73$2,152.59
Total dividends collected$36.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearUGAZ PortfolioUGAZ Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,548$1,848.43$11,930$1,110.39+$618.00UGAZ
2$15,595$2,167.75$14,133$1,224.34+$1.5KUGAZ
3$19,204$2,517.73$16,632$1,340.46+$2.6KUGAZ
4$23,446$2,897.62$19,454$1,457.97+$4.0KUGAZ
5$28,393$3,306.23$22,626$1,576.08+$5.8KUGAZ
6$34,123$3,741.96$26,175$1,694.09+$7.9KUGAZ
7$40,714$4,202.85$30,133$1,811.32+$10.6KUGAZ
8$48,251$4,686.64$34,531$1,927.17+$13.7KUGAZ
9$56,819$5,190.83$39,403$2,041.08+$17.4KUGAZ
10$66,509$5,712.73$44,787$2,152.59+$21.7KUGAZ

UGAZ vs JEPQ: Complete Analysis 2026

UGAZStock

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

Full UGAZ 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.