HomeCompareVASGX vs JEPQ

VASGX vs JEPQ: Dividend Comparison 2026

VASGX yields 4.25% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $18.4K in total portfolio value
10 years
VASGX
VASGX
● Live price
4.25%
Share price
$48.92
Annual div
$2.08
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.4K
Annual income
$557.56
Full VASGX 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 — VASGX 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 PeriodVASGXJEPQ
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, VASGX + JEPQ cover 0 of 12 monthsgood coverage

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

VASGX
Annual income on $10K today (after 15% tax)
$360.93/yr
After 10yr DRIP, annual income (after tax)
$473.93/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 $1,355.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VASGX: 50%JEPQ: 50%
100% JEPQ50/50100% VASGX
Portfolio after 10yr
$35.6K
Annual income
$1,355.07/yr
Blended yield
3.81%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VASGX buys
0
JEPQ buys
0
No recent congressional trades found for VASGX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVASGXJEPQ
Forward yield4.25%11.10%
Annual dividend / share$2.08$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.4K$44.8K
Annual income after 10y$557.56$2,152.59
Total dividends collected$4.9K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearVASGX PortfolioVASGX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,125$424.62$11,930$1,110.39$805.00JEPQ
2$12,345$441.47$14,133$1,224.34$1.8KJEPQ
3$13,667$457.85$16,632$1,340.46$3.0KJEPQ
4$15,097$473.72$19,454$1,457.97$4.4KJEPQ
5$16,643$489.06$22,626$1,576.08$6.0KJEPQ
6$18,312$503.87$26,175$1,694.09$7.9KJEPQ
7$20,112$518.12$30,133$1,811.32$10.0KJEPQ
8$22,052$531.83$34,531$1,927.17$12.5KJEPQ
9$24,140$544.97$39,403$2,041.08$15.3KJEPQ
10$26,388$557.56$44,787$2,152.59$18.4KJEPQ

VASGX vs JEPQ: Complete Analysis 2026

VASGXStock

The LifeStrategy Funds are a series of broadly diversified, low-cost funds with an all-index, fixed allocation approach that may provide a complete portfolio in a single fund. The four funds, each with a different allocation, target various risk-based objectives. The Growth Fund seeks to provide capital appreciation and some current income. The fund holds 80% of its assets in stocks, a portion of which is allocated to international stocks, and 20% in bonds, a portion of which is allocated to international bonds. In addition to stock market risk, the fund is also subject to currency risk and country risks. Investors with a long-term time horizon who are looking for growth of principal over time and who can accept stock market volatility may wish to consider this fund.Please note: The Lifestrategy funds are subject to the risks of their underlying funds.Effective May 12, 2026, the fund’s name will change from the Vanguard LifeStrategy Growth Fund to the Vanguard LifeStrategy 80/20 Fund. The fund's investment objective, strategies, and policies will remain unchanged.

Full VASGX 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.