Is YMAX or JEPQ a better dividend investment in 2026?

YMAX currently yields 86.03% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: YMAX offers higher current income.

What is the dividend yield difference between YMAX and JEPQ?

YMAX has a forward dividend yield of 86.03% ($6.74/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 74.93 percentage points.

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YMAX vs JEPQ: Dividend Comparison 2026

YMAX yields 86.03% · JEPQ yields 11.10%● Live data

vsPost on X →

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

🏆 YMAX wins by $2.12M in total portfolio value

INVESTMENT

TIME HORIZON10 years

YMAX

● Live price

86.03%

Share price

$7.83

Annual div

$6.74

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$2.16M

Annual income

$657,980.97

Full YMAX 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 — YMAX vs JEPQ

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

YMAX 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.

YMAX

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

$7,312.17/yr

After 10yr DRIP, annual income (after tax)

$559,283.82/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, YMAX beats the other by $557,454.12/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 YMAX + JEPQ for your $10,000?

YMAX: 50%JEPQ: 50%

100% JEPQ50/50100% YMAX

Portfolio after 10yr

$1.10M

Annual income

$330,066.77/yr

Blended yield

29.91%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

YMAX buys

JEPQ buys

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

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

MetricYMAXJEPQ

Forward yield	86.03% ✓	11.10%
Annual dividend / share	$6.74 ✓	$6.16
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$2.16M	$44.8K ✓
Annual income after 10y	$657,980.97 ✓	$2,152.59
Total dividends collected	$1.90M	$16.3K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	YMAX Portfolio	YMAX Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$19,303	$8,602.55	$11,930	$1,110.39	+$7.4K → YMAX
2	$36,173	$15,518.81	$14,133	$1,224.34	+$22.0K → YMAX
3	$65,884	$27,179.34	$16,632	$1,340.46	+$49.3K → YMAX
4	$116,761	$46,265.34	$19,454	$1,457.97	+$97.3K → YMAX
5	$201,563	$76,628.58	$22,626	$1,576.08	+$178.9K → YMAX
6	$339,301	$123,628.74	$26,175	$1,694.09	+$313.1K → YMAX
7	$557,548	$194,495.77	$30,133	$1,811.32	+$527.4K → YMAX
8	$895,268	$298,691.79	$34,531	$1,927.17	+$860.7K → YMAX
9	$1,406,177	$448,239.75	$39,403	$2,041.08	+$1.37M → YMAX
10	$2,162,590	$657,980.97	$44,787	$2,152.59	+$2.12M → YMAX

YMAX vs JEPQ: Complete Analysis 2026

YMAX — Stock

The YieldMax Universe fund of Option Income ETFs (YMAX) is an actively managed exchange-trade fund that seeks to generate current income. As a “fund-of-fund”, YMAX invests in the full suite of YieldMax option income ETFs. Each underlying YieldMax ETF seeks to generate income while offering exposure to the share price of a specific company or ETF.

Full YMAX 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.