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VFLEX vs JEPQ: Dividend Comparison 2026

VFLEX yields 6.40% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $15.3K in total portfolio value
10 years
VFLEX
VFLEX
● Live price
6.40%
Share price
$27.34
Annual div
$1.75
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.5K
Annual income
$961.44
Full VFLEX calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — VFLEX 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 PeriodVFLEXJEPQ
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, VFLEX + JEPQ cover 0 of 12 monthsgood coverage

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

VFLEX
Annual income on $10K today (after 15% tax)
$543.86/yr
After 10yr DRIP, annual income (after tax)
$817.22/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, JEPQ beats the other by $1,111.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VFLEX: 50%JEPQ: 50%
100% JEPQ50/50100% VFLEX
Portfolio after 10yr
$38.2K
Annual income
$1,615.31/yr
Blended yield
4.23%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VFLEX buys
0
JEPQ buys
0
No recent congressional trades found for VFLEX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVFLEXJEPQ
Forward yield6.40%11.47%
Annual dividend / share$1.75$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.5K$45.8K
Annual income after 10y$961.44$2,269.18
Total dividends collected$8.1K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearVFLEX PortfolioVFLEX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,340$639.83$11,967$1,146.53$627.00JEPQ
2$12,812$678.09$14,216$1,268.02$1.4KJEPQ
3$14,425$715.99$16,774$1,392.20$2.3KJEPQ
4$16,188$753.38$19,667$1,518.21$3.5KJEPQ
5$18,111$790.16$22,925$1,645.21$4.8KJEPQ
6$20,205$826.20$26,578$1,772.40$6.4KJEPQ
7$22,481$861.43$30,656$1,899.04$8.2KJEPQ
8$24,950$895.75$35,194$2,024.45$10.2KJEPQ
9$27,626$929.11$40,228$2,148.01$12.6KJEPQ
10$30,521$961.44$45,796$2,269.18$15.3KJEPQ

VFLEX vs JEPQ: Complete Analysis 2026

VFLEXStock

First Trust Alternative Opportunities Fund, acts as Closed-End Investment Fund/Investment Trust. The company is headquartered in Milwaukee, WI.

Full VFLEX 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.