HomeCompareUTES vs JEPQ

UTES vs JEPQ: Dividend Comparison 2026

UTES yields 1.47% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $23.0K in total portfolio value
10 years
UTES
UTES
● Live price
1.47%
Share price
$79.90
Annual div
$1.18
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.8K
Annual income
$162.20
Full UTES 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 — UTES 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 PeriodUTESJEPQ
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, UTES + JEPQ cover 0 of 12 monthsgood coverage

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

UTES
Annual income on $10K today (after 15% tax)
$125.31/yr
After 10yr DRIP, annual income (after tax)
$137.87/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 $1,691.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

UTES: 50%JEPQ: 50%
100% JEPQ50/50100% UTES
Portfolio after 10yr
$33.3K
Annual income
$1,157.39/yr
Blended yield
3.48%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UTES buys
0
JEPQ buys
0
No recent congressional trades found for UTES or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUTESJEPQ
Forward yield1.47%11.10%
Annual dividend / share$1.18$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.8K$44.8K
Annual income after 10y$162.20$2,152.59
Total dividends collected$1.6K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearUTES PortfolioUTES Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,847$147.42$11,930$1,110.39$1.1KJEPQ
2$11,756$149.45$14,133$1,224.34$2.4KJEPQ
3$12,731$151.38$16,632$1,340.46$3.9KJEPQ
4$13,775$153.20$19,454$1,457.97$5.7KJEPQ
5$14,894$154.92$22,626$1,576.08$7.7KJEPQ
6$16,093$156.55$26,175$1,694.09$10.1KJEPQ
7$17,378$158.09$30,133$1,811.32$12.8KJEPQ
8$18,754$159.54$34,531$1,927.17$15.8KJEPQ
9$20,227$160.91$39,403$2,041.08$19.2KJEPQ
10$21,805$162.20$44,787$2,152.59$23.0KJEPQ

UTES vs JEPQ: Complete Analysis 2026

UTESStock

The Fund seeks to provide total return through a combination of capital appreciation and income, primarily through investments in equity securities of companies in the utility sector.

Full UTES 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.