HomeCompareWALA vs JEPQ

WALA vs JEPQ: Dividend Comparison 2026

WALA yields 7.88% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WALA wins by $99.03M in total portfolio value
10 years
WALA
WALA
● Live price
7.88%
Share price
$25.37
Annual div
$2.00
5Y div CAGR
68%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$99.07M
Annual income
$86,957,303.18
Full WALA 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 — WALA vs JEPQ

📍 WALA pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodWALAJEPQ
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%.
📅

Dividend Calendar Overlap

Combined, WALA + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
WALA pays
JEPQ pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

WALA
Annual income on $10K today (after 15% tax)
$670.08/yr
After 10yr DRIP, annual income (after tax)
$73,913,707.70/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, WALA beats the other by $73,911,878.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WALA: 50%JEPQ: 50%
100% JEPQ50/50100% WALA
Portfolio after 10yr
$49.56M
Annual income
$43,479,727.88/yr
Blended yield
87.73%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WALA buys
0
JEPQ buys
0
No recent congressional trades found for WALA or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWALAJEPQ
Forward yield7.88%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR68%0%
Portfolio after 10y$99.07M$44.8K
Annual income after 10y$86,957,303.18$2,152.59
Total dividends collected$98.08M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearWALA PortfolioWALA Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,024$1,324.40$11,930$1,110.39+$94.00WALA
2$15,366$2,500.39$14,133$1,224.34+$1.2KWALA
3$21,459$5,017.01$16,632$1,340.46+$4.8KWALA
4$33,962$11,000.39$19,454$1,457.97+$14.5KWALA
5$63,673$27,334.43$22,626$1,576.08+$41.0KWALA
6$148,595$80,464.56$26,175$1,694.09+$122.4KWALA
7$453,830$294,833.23$30,133$1,811.32+$423.7KWALA
8$1,899,407$1,413,808.43$34,531$1,927.17+$1.86MWALA
9$11,322,901$9,290,536.13$39,403$2,041.08+$11.28MWALA
10$99,072,807$86,957,303.18$44,787$2,152.59+$99.03MWALA

WALA vs JEPQ: Complete Analysis 2026

WALAStock

WALA is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in WALA shares.

Full WALA 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 →
📬

Get this WALA vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

WALA vs SCHDWALA vs JEPIWALA vs OWALA vs KOWALA vs MAINWALA vs XYLDWALA vs QYLDWALA vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.