HomeCompareUPNRY vs JEPQ

UPNRY vs JEPQ: Dividend Comparison 2026

UPNRY yields 1.22% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $5.1K in total portfolio value
10 years
UPNRY
UPNRY
● Live price
1.22%
Share price
$30.40
Annual div
$0.37
5Y div CAGR
40.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.7K
Annual income
$6,346.22
Full UPNRY 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 — UPNRY 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 PeriodUPNRYJEPQ
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, UPNRY + JEPQ cover 0 of 12 monthsgood coverage

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

UPNRY
Annual income on $10K today (after 15% tax)
$103.86/yr
After 10yr DRIP, annual income (after tax)
$5,394.29/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, UPNRY beats the other by $3,564.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

UPNRY: 50%JEPQ: 50%
100% JEPQ50/50100% UPNRY
Portfolio after 10yr
$42.2K
Annual income
$4,249.40/yr
Blended yield
10.06%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UPNRY buys
0
JEPQ buys
0
No recent congressional trades found for UPNRY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUPNRYJEPQ
Forward yield1.22%11.10%
Annual dividend / share$0.37$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR40.8%0%
Portfolio after 10y$39.7K$44.8K
Annual income after 10y$6,346.22$2,152.59
Total dividends collected$17.6K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearUPNRY PortfolioUPNRY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,872$172.04$11,930$1,110.39$1.1KJEPQ
2$11,879$246.13$14,133$1,224.34$2.3KJEPQ
3$13,065$353.89$16,632$1,340.46$3.6KJEPQ
4$14,491$512.15$19,454$1,457.97$5.0KJEPQ
5$16,253$747.52$22,626$1,576.08$6.4KJEPQ
6$18,494$1,103.25$26,175$1,694.09$7.7KJEPQ
7$21,441$1,651.93$30,133$1,811.32$8.7KJEPQ
8$25,462$2,520.07$34,531$1,927.17$9.1KJEPQ
9$31,182$3,938.03$39,403$2,041.08$8.2KJEPQ
10$39,711$6,346.22$44,787$2,152.59$5.1KJEPQ

UPNRY vs JEPQ: Complete Analysis 2026

UPNRYStock

Uponor Oyj provides plumbing, indoor climate, and infrastructure solutions in Europe and North America. The company operates through three segments: Building Solutions – Europe, Building Solutions – North America, and Uponor Infra. It offers drinking water delivery systems, including plastic plumbing pipe systems, multi-layer composite pipe systems for residential buildings, commercial and public buildings; underfloor heating and cooling, comprising floor integrated underfloor heating systems, water based floor heating, and electric underfloor heating for new buildings and renovation projects; wall heating and cooling systems radiant heating and cooling via the wall, for wet and dry plaster installation systems in new buildings and renovation projects. The company also provides ceiling heating and cooling for offices, sales areas, industrial buildings, and sports halls; room and supply temperature controls; mainfolds vario distribution units and cabinets, pre-assembled, and modern approach in residential buildings; flexible ecoflex pre-insulated pipes; prefabricated modules for plumbing and heating; heating and cooling products for projects; and radiator connections. Uponor Oyj was founded in 1918 and is based in Vantaa, Finland.

Full UPNRY 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.