Is WAGN or JEPQ a better dividend investment in 2026?

WAGN currently yields 14.18% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: WAGN offers higher current income.

What is the dividend yield difference between WAGN and JEPQ?

WAGN has a forward dividend yield of 14.18% ($2.00/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 3.08 percentage points.

Home › Compare › WAGN vs JEPQ

WAGN vs JEPQ: Dividend Comparison 2026

WAGN yields 14.18% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 WAGN wins by $6.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

WAGN

● Live price

14.18%

Share price

$14.11

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$50.8K

Annual income

$3,412.49

Full WAGN calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — WAGN vs JEPQ

📍 WAGN 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 Period	WAGN	JEPQ
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, WAGN + JEPQ cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

—

Apr

—

May

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Jun

—

Jul

—

Aug

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Sep

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Oct

—

Nov

—

Dec

—

WAGN 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.

WAGN

Annual income on $10K today (after 15% tax)

$1,205.25/yr

After 10yr DRIP, annual income (after tax)

$2,900.62/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, WAGN beats the other by $1,070.91/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

WAGN: 50%JEPQ: 50%

100% JEPQ50/50100% WAGN

Portfolio after 10yr

$47.8K

Annual income

$2,782.53/yr

Blended yield

5.82%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WAGN buys

JEPQ buys

No recent congressional trades found for WAGN or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricWAGNJEPQ

Forward yield	14.18% ✓	11.10%
Annual dividend / share	$2.00	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$50.8K ✓	$44.8K
Annual income after 10y	$3,412.49 ✓	$2,152.59
Total dividends collected	$23.7K ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	WAGN Portfolio	WAGN Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$12,118	$1,417.94	$11,930	$1,110.39	+$188.00 → WAGN
2	$14,572	$1,605.84	$14,133	$1,224.34	+$439.00 → WAGN
3	$17,397	$1,804.72	$16,632	$1,340.46	+$765.00 → WAGN
4	$20,628	$2,013.61	$19,454	$1,457.97	+$1.2K → WAGN
5	$24,304	$2,231.43	$22,626	$1,576.08	+$1.7K → WAGN
6	$28,462	$2,457.02	$26,175	$1,694.09	+$2.3K → WAGN
7	$33,143	$2,689.16	$30,133	$1,811.32	+$3.0K → WAGN
8	$38,390	$2,926.62	$34,531	$1,927.17	+$3.9K → WAGN
9	$44,245	$3,168.14	$39,403	$2,041.08	+$4.8K → WAGN
10	$50,755	$3,412.49	$44,787	$2,152.59	+$6.0K → WAGN

WAGN vs JEPQ: Complete Analysis 2026

WAGN — Stock

Professionally Managed Portfolios - Pabrai Wagons Fund is an open-end equity mutual fund launched by Professionally Managed Portfolios. The fund is managed by Dhandho Funds LLC. It invests in public equity markets of global ex-US region. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. Professionally Managed Portfolios - Pabrai Wagons Fund was formed on September 29, 2023 and is domiciled in the United States.

Full WAGN Calculator →

JEPQ — ETF

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.