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UGGYF vs JEPQ: Dividend Comparison 2026

UGGYF yields 25000000.00% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 UGGYF wins by $4.54104465428772e+50M in total portfolio value
10 years
UGGYF
UGGYF
● Live price
25000000.00%
Share price
$0.00
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$4.54104465428772e+50M
Annual income
$454,100,892,288,025,640,000,000,000,000,000,000,000,000,000,000,000,000,000.00
Full UGGYF 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 — UGGYF vs JEPQ

📍 UGGYF 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 PeriodUGGYFJEPQ
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, UGGYF + JEPQ cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

UGGYF
Annual income on $10K today (after 15% tax)
$2,125,000,000.00/yr
After 10yr DRIP, annual income (after tax)
$385,985,758,444,821,800,000,000,000,000,000,000,000,000,000,000,000,000,000.00/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, UGGYF beats the other by $385,985,758,444,821,800,000,000,000,000,000,000,000,000,000,000,000,000,000.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

UGGYF: 50%JEPQ: 50%
100% JEPQ50/50100% UGGYF
Portfolio after 10yr
$2.27052232714386e+50M
Annual income
$227,050,446,144,012,820,000,000,000,000,000,000,000,000,000,000,000,000,000.00/yr
Blended yield
100.00%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UGGYF buys
0
JEPQ buys
0
No recent congressional trades found for UGGYF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUGGYFJEPQ
Forward yield25000000.00% ✓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$4.54104465428772e+50M$44.8K ✓
Annual income after 10y$454,100,892,288,025,640,000,000,000,000,000,000,000,000,000,000,000,000,000.00 ✓$2,152.59
Total dividends collected$4.541042316702943e+50M$16.3K ✓
Payment frequencyquarterlymonthly
SectorStockETF

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

YearUGGYF PortfolioUGGYF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$2,500,010,700$2,500,000,000.00$11,930$1,110.39+$2500.00M → UGGYF
2$584,117,324,544,159$584,114,649,532,710.40$14,133$1,224.34+$584117324.53M → UGGYF
3$127,548,298,283,587,600,000$127,547,673,278,050,340,000.00$16,632$1,340.46+$127548298283587.58M → UGGYF
4$26,029,487,749,162,577,000,000,000$26,029,351,272,483,415,000,000,000.00$19,454$1,457.97+$26029487749162577920.00M → UGGYF
5$4,964,470,745,523,353,300,000,000,000,000$4,964,442,893,971,461,000,000,000,000,000.00$22,626$1,576.08+$4.964470745523353e+24M → UGGYF
6$884,905,069,485,981,200,000,000,000,000,000,000$884,899,757,502,283,500,000,000,000,000,000,000.00$26,175$1,694.09+$8.849050694859813e+29M → UGGYF
7$147,413,349,815,372,860,000,000,000,000,000,000,000,000$147,412,402,966,948,530,000,000,000,000,000,000,000,000.00$30,133$1,811.32+$1.4741334981537285e+35M → UGGYF
8$22,950,564,119,250,890,000,000,000,000,000,000,000,000,000,000$22,950,406,386,966,590,000,000,000,000,000,000,000,000,000,000.00$34,531$1,927.17+$2.2950564119250893e+40M → UGGYF
9$3,339,383,875,180,534,400,000,000,000,000,000,000,000,000,000,000,000$3,339,359,318,076,927,000,000,000,000,000,000,000,000,000,000,000,000.00$39,403$2,041.08+$3.339383875180534e+45M → UGGYF
10$454,104,465,428,772,040,000,000,000,000,000,000,000,000,000,000,000,000,000$454,100,892,288,025,640,000,000,000,000,000,000,000,000,000,000,000,000,000.00$44,787$2,152.59+$4.54104465428772e+50M → UGGYF

UGGYF vs JEPQ: Complete Analysis 2026

UGGYF — Stock

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

Full UGGYF 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.