HomeCompareYGLD vs JEPQ

YGLD vs JEPQ: Dividend Comparison 2026

YGLD yields 17.34% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 YGLD wins by $17.1K in total portfolio value
10 years
YGLD
YGLD
● Live price
17.34%
Share price
$41.24
Annual div
$7.15
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$61.9K
Annual income
$5,016.41
Full YGLD 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 — YGLD vs JEPQ

📍 YGLD 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 PeriodYGLDJEPQ
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, YGLD + JEPQ cover 0 of 12 monthsgood coverage

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

YGLD
Annual income on $10K today (after 15% tax)
$1,473.69/yr
After 10yr DRIP, annual income (after tax)
$4,263.95/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, YGLD beats the other by $2,434.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

YGLD: 50%JEPQ: 50%
100% JEPQ50/50100% YGLD
Portfolio after 10yr
$53.4K
Annual income
$3,584.49/yr
Blended yield
6.72%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

YGLD buys
0
JEPQ buys
0
No recent congressional trades found for YGLD or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricYGLDJEPQ
Forward yield17.34%11.10%
Annual dividend / share$7.15$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$61.9K$44.8K
Annual income after 10y$5,016.41$2,152.59
Total dividends collected$32.6K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearYGLD PortfolioYGLD Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,434$1,733.75$11,930$1,110.39+$504.00YGLD
2$15,319$2,014.68$14,133$1,224.34+$1.2KYGLD
3$18,711$2,319.77$16,632$1,340.46+$2.1KYGLD
4$22,669$2,648.07$19,454$1,457.97+$3.2KYGLD
5$27,254$2,998.33$22,626$1,576.08+$4.6KYGLD
6$32,531$3,368.96$26,175$1,694.09+$6.4KYGLD
7$38,566$3,758.17$30,133$1,811.32+$8.4KYGLD
8$45,429$4,163.94$34,531$1,927.17+$10.9KYGLD
9$53,194$4,584.11$39,403$2,041.08+$13.8KYGLD
10$61,934$5,016.41$44,787$2,152.59+$17.1KYGLD

YGLD vs JEPQ: Complete Analysis 2026

YGLDStock

The Simplify Gold Strategy PLUS Income ETF (YGLD) seeks capital gains and income. An actively managed ETF, it combines a gold futures strategy with an income generating options overlay. Using futures, the fund aims to produce a 150% exposure to gold. The options overlay will focus on writing short term spreads on a variety of underlying assets, including equity, fixed income and commodity indices or ETFs. The goal is to generate attractive income while providing leveraged exposure to gold.

Full YGLD 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.