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UNPSF vs JEPQ: Dividend Comparison 2026

UNPSF yields 6.74% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 UNPSF wins by $128.1K in total portfolio value· pulled ahead in Year 4
10 years
UNPSF
UNPSF
● Live price
6.74%
Share price
$0.89
Annual div
$0.06
5Y div CAGR
31.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$172.9K
Annual income
$60,435.04
Full UNPSF 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 — UNPSF vs JEPQ

📍 UNPSF pulled ahead of the other in Year 4

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 PeriodUNPSFJEPQ
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, UNPSF + JEPQ cover 0 of 12 monthsgood coverage

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

UNPSF
Annual income on $10K today (after 15% tax)
$572.61/yr
After 10yr DRIP, annual income (after tax)
$51,369.78/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, UNPSF beats the other by $49,540.08/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

UNPSF: 50%JEPQ: 50%
100% JEPQ50/50100% UNPSF
Portfolio after 10yr
$108.8K
Annual income
$31,293.81/yr
Blended yield
28.76%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on JEPQ right now

UNPSF
Analyst Ratings
1
Sell
Consensus: Sell
Altman Z
4.8
Piotroski
6/9
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UNPSF buys
0
JEPQ buys
0
No recent congressional trades found for UNPSF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUNPSFJEPQ
Forward yield6.74%11.10%
Annual dividend / share$0.06$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR31.7%0%
Portfolio after 10y$172.9K$44.8K
Annual income after 10y$60,435.04$2,152.59
Total dividends collected$138.2K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearUNPSF PortfolioUNPSF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,587$887.21$11,930$1,110.39$343.00JEPQ
2$13,664$1,265.35$14,133$1,224.34$469.00JEPQ
3$16,457$1,836.54$16,632$1,340.46$175.00JEPQ
4← crossover$20,331$2,722.55$19,454$1,457.97+$877.00UNPSF
5$25,894$4,139.99$22,626$1,576.08+$3.3KUNPSF
6$34,197$6,489.98$26,175$1,694.09+$8.0KUNPSF
7$47,140$10,549.39$30,133$1,811.32+$17.0KUNPSF
8$68,339$17,899.17$34,531$1,927.17+$33.8KUNPSF
9$105,061$31,938.42$39,403$2,041.08+$65.7KUNPSF
10$172,851$60,435.04$44,787$2,152.59+$128.1KUNPSF

UNPSF vs JEPQ: Complete Analysis 2026

UNPSFStock

Uni-President China Holdings Ltd., an investment holding company, manufactures, sells, and trades in beverages and food in the People's Republic of China. The company operates through Beverages, Food, and Others segments. It offers instant noodles, tea drinks, juices, milk tea, coffee, bottled water, and bottle can drinks. The company also engages in the wholesale of pre-packaged food and dairy products, and forage and fertilizers, as well as manufactures and sells mineral water and seasonings. In addition, it is involved in trading, leasing, real estate, catering, and management consulting, as well as human resource management related activities. The company was founded in 1992 and is headquartered in Shanghai, China. Uni-President China Holdings Ltd. is a subsidiary of Cayman President Holdings Ltd.

Full UNPSF 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.