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UGDIF vs JEPQ: Dividend Comparison 2026

UGDIF yields 666.67% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 UGDIF wins by $608115.61M in total portfolio value
10 years
UGDIF
UGDIF
● Live price
666.67%
Share price
$0.30
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$608115.66M
Annual income
$469,561,018,816.25
Full UGDIF 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 — UGDIF vs JEPQ

📍 UGDIF 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 PeriodUGDIFJEPQ
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, UGDIF + JEPQ cover 0 of 12 monthsgood coverage

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

UGDIF
Annual income on $10K today (after 15% tax)
$56,666.67/yr
After 10yr DRIP, annual income (after tax)
$399,126,865,993.81/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, UGDIF beats the other by $399,126,864,164.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

UGDIF: 50%JEPQ: 50%
100% JEPQ50/50100% UGDIF
Portfolio after 10yr
$304057.85M
Annual income
$234,780,510,484.41/yr
Blended yield
77.22%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UGDIF buys
0
JEPQ buys
0
No recent congressional trades found for UGDIF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUGDIFJEPQ
Forward yield666.67%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$608115.66M$44.8K
Annual income after 10y$469,561,018,816.25$2,152.59
Total dividends collected$596792.85M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearUGDIF PortfolioUGDIF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$77,367$66,666.67$11,930$1,110.39+$65.4KUGDIF
2$564,818$482,035.31$14,133$1,224.34+$550.7KUGDIF
3$3,893,246$3,288,890.67$16,632$1,340.46+$3.88MUGDIF
4$25,352,760$21,186,987.16$19,454$1,457.97+$25.33MUGDIF
5$156,070,781$128,943,327.59$22,626$1,576.08+$156.05MUGDIF
6$908,837,800$741,842,064.29$26,175$1,694.09+$908.81MUGDIF
7$5,009,769,782$4,037,313,336.56$30,133$1,811.32+$5009.74MUGDIF
8$26,159,339,258$20,798,885,591.56$34,531$1,927.17+$26159.30MUGDIF
9$129,490,317,125$101,499,824,118.87$39,403$2,041.08+$129490.28MUGDIF
10$608,115,658,140$469,561,018,816.25$44,787$2,152.59+$608115.61MUGDIF

UGDIF vs JEPQ: Complete Analysis 2026

UGDIFStock

Unigold Inc., a junior natural resource company, focuses on exploring and developing gold projects in Canada and the Dominican Republic. The company also explores for copper, silver, and zinc deposits. It holds an 100% interest in the Neita property covering an area of 21,031 hectares in the Dominican Republic. The company was formerly known as Caribgold Resources Inc. and changed its name to Unigold Inc. in December 2002. Unigold Inc. was incorporated in 1990 and is headquartered in Toronto, Canada.

Full UGDIF 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.