HomeCompareUMICY vs JEPQ

UMICY vs JEPQ: Dividend Comparison 2026

UMICY yields 2.99% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $21.4K in total portfolio value
10 years
UMICY
UMICY
● Live price
2.99%
Share price
$4.69
Annual div
$0.14
5Y div CAGR
-4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.3K
Annual income
$233.08
Full UMICY 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 — UMICY vs JEPQ

📍 JEPQ 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 PeriodUMICYJEPQ
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, UMICY + JEPQ cover 0 of 12 monthsgood coverage

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

UMICY
Annual income on $10K today (after 15% tax)
$253.73/yr
After 10yr DRIP, annual income (after tax)
$198.12/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, JEPQ beats the other by $1,631.58/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 UMICY + JEPQ for your $10,000?

UMICY: 50%JEPQ: 50%
100% JEPQ50/50100% UMICY
Portfolio after 10yr
$34.1K
Annual income
$1,192.83/yr
Blended yield
3.50%
📊

Analyst Conviction Gap

Where Wall Street is split right now

UMICY
Analyst Ratings
3
Hold
Consensus: Hold
Altman Z
4.2
Piotroski
2/9
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)

UMICY buys
0
JEPQ buys
0
No recent congressional trades found for UMICY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUMICYJEPQ
Forward yield2.99%11.10%
Annual dividend / share$0.14$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-4%0%
Portfolio after 10y$23.3K$44.8K
Annual income after 10y$233.08$2,152.59
Total dividends collected$2.6K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearUMICY PortfolioUMICY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,987$286.57$11,930$1,110.39$943.00JEPQ
2$12,038$282.47$14,133$1,224.34$2.1KJEPQ
3$13,158$277.69$16,632$1,340.46$3.5KJEPQ
4$14,352$272.33$19,454$1,457.97$5.1KJEPQ
5$15,623$266.49$22,626$1,576.08$7.0KJEPQ
6$16,977$260.27$26,175$1,694.09$9.2KJEPQ
7$18,419$253.75$30,133$1,811.32$11.7KJEPQ
8$19,955$247.00$34,531$1,927.17$14.6KJEPQ
9$21,592$240.10$39,403$2,041.08$17.8KJEPQ
10$23,337$233.08$44,787$2,152.59$21.4KJEPQ

UMICY vs JEPQ: Complete Analysis 2026

UMICYStock

Umicore SA operates as a materials technology and recycling company worldwide. The company operates through Catalysis, Energy & Surface Technologies, and Recycling segments. The Catalysis segment produces automotive catalysts for gasoline, and diesel light and heavy-duty diesel applications; stationary catalysis for industrial emissions control; and precious metals-based compounds and catalysts for use in the pharmaceutical and fine chemicals industries, as well as fuel cell applications. The Energy & Surface Technologies segment offers cobalt and specialty materials, rechargeable battery materials, and electro-optic materials, as well as metal deposition solutions, including electroplating and PVD coating. The Recycling segment treats waste streams containing precious and other specialty metals from a range of industrial residues and end-of-life materials. This segment also produces precious metals-based materials for glass production, electric, and electronic applications. The company was formerly known as Union Minière du Haut Katanga and changed its name to Umicore SA in 2001. Umicore SA was founded in 1805 and is headquartered in Brussels, Belgium.

Full UMICY 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.