Is UGEIF or JEPQ a better dividend investment in 2026?

UGEIF currently yields 136.99% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: UGEIF offers higher current income.

What is the dividend yield difference between UGEIF and JEPQ?

UGEIF has a forward dividend yield of 136.99% ($2.00/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 125.89 percentage points.

Home › Compare › UGEIF vs JEPQ

UGEIF vs JEPQ: Dividend Comparison 2026

UGEIF yields 136.99% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 UGEIF wins by $15.87M in total portfolio value

INVESTMENT

TIME HORIZON10 years

UGEIF

● Live price

136.99%

Share price

$1.46

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$15.91M

Annual income

$6,531,395.31

Full UGEIF calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — UGEIF vs JEPQ

📍 UGEIF 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 Period	UGEIF	JEPQ
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, UGEIF + JEPQ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

UGEIF 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.

UGEIF

Annual income on $10K today (after 15% tax)

$11,643.84/yr

After 10yr DRIP, annual income (after tax)

$5,551,686.01/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, UGEIF beats the other by $5,549,856.31/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 UGEIF + JEPQ for your $10,000?

UGEIF: 50%JEPQ: 50%

100% JEPQ50/50100% UGEIF

Portfolio after 10yr

$7.98M

Annual income

$3,266,773.95/yr

Blended yield

40.95%

📊

Analyst Conviction Gap

Where Wall Street is split right now

UGEIF

Analyst Ratings

Hold

Consensus: Hold

Altman Z

-1.5

Piotroski

1/9

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UGEIF buys

JEPQ buys

No recent congressional trades found for UGEIF or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricUGEIFJEPQ

Forward yield	136.99% ✓	11.10%
Annual dividend / share	$2.00	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$15.91M	$44.8K ✓
Annual income after 10y	$6,531,395.31 ✓	$2,152.59
Total dividends collected	$14.62M	$16.3K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	UGEIF Portfolio	UGEIF Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$24,399	$13,698.63	$11,930	$1,110.39	+$12.5K → UGEIF
2	$57,343	$31,236.24	$14,133	$1,224.34	+$43.2K → UGEIF
3	$129,967	$68,610.14	$16,632	$1,340.46	+$113.3K → UGEIF
4	$284,396	$145,331.12	$19,454	$1,457.97	+$264.9K → UGEIF
5	$601,515	$297,211.14	$22,626	$1,576.08	+$578.9K → UGEIF
6	$1,231,116	$587,495.29	$26,175	$1,694.09	+$1.20M → UGEIF
7	$2,441,054	$1,123,759.56	$30,133	$1,811.32	+$2.41M → UGEIF
8	$4,694,346	$2,082,418.44	$34,531	$1,927.17	+$4.66M → UGEIF
9	$8,765,624	$3,742,673.91	$39,403	$2,041.08	+$8.73M → UGEIF
10	$15,910,613	$6,531,395.31	$44,787	$2,152.59	+$15.87M → UGEIF

UGEIF vs JEPQ: Complete Analysis 2026

UGEIF — Stock

UGE International Ltd., a solar and renewable energy solutions company, provides commercial and community solar energy solutions to commercial and industrial clients in Canada, the United States, and the Philippines. It develops, builds, owns, operates, deploys, and finances solar projects, as well as offers engineering and consulting services. The company was founded in 2008 and is headquartered in Toronto, Canada.

Full UGEIF Calculator →

JEPQ — ETF

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.