HomeCompareWFGGX vs JEPQ

WFGGX vs JEPQ: Dividend Comparison 2026

WFGGX yields 4.84% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $17.3K in total portfolio value
10 years
WFGGX
WFGGX
● Live price
4.84%
Share price
$30.33
Annual div
$1.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.5K
Annual income
$660.01
Full WFGGX 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 — WFGGX 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 PeriodWFGGXJEPQ
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, WFGGX + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

WFGGX
Annual income on $10K today (after 15% tax)
$411.52/yr
After 10yr DRIP, annual income (after tax)
$561.01/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 $1,268.69/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WFGGX: 50%JEPQ: 50%
100% JEPQ50/50100% WFGGX
Portfolio after 10yr
$36.1K
Annual income
$1,406.29/yr
Blended yield
3.89%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WFGGX buys
0
JEPQ buys
0
No recent congressional trades found for WFGGX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWFGGXJEPQ
Forward yield4.84%11.10%
Annual dividend / share$1.47$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.5K$44.8K
Annual income after 10y$660.01$2,152.59
Total dividends collected$5.8K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearWFGGX PortfolioWFGGX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,184$484.14$11,930$1,110.39$746.00JEPQ
2$12,473$506.05$14,133$1,224.34$1.7KJEPQ
3$13,874$527.45$16,632$1,340.46$2.8KJEPQ
4$15,393$548.29$19,454$1,457.97$4.1KJEPQ
5$17,039$568.54$22,626$1,576.08$5.6KJEPQ
6$18,820$588.17$26,175$1,694.09$7.4KJEPQ
7$20,745$607.14$30,133$1,811.32$9.4KJEPQ
8$22,822$625.45$34,531$1,927.17$11.7KJEPQ
9$25,063$643.07$39,403$2,041.08$14.3KJEPQ
10$27,477$660.01$44,787$2,152.59$17.3KJEPQ

WFGGX vs JEPQ: Complete Analysis 2026

WFGGXStock

The fund invests primarily in equity securities of companies located throughout the world, including the United States. Under normal market conditions, it invests at least 40% of its net assets in companies organized, headquartered or doing a substantial amount of business outside the United States including emerging and frontier market countries.

Full WFGGX 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.