HomeCompareZUO vs JEPQ

ZUO vs JEPQ: Dividend Comparison 2026

ZUO yields 19.96% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ZUO wins by $28.1K in total portfolio value
10 years
ZUO
ZUO
● Live price
19.96%
Share price
$10.02
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$72.8K
Annual income
$6,710.30
Full ZUO 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 — ZUO vs JEPQ

📍 ZUO 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 PeriodZUOJEPQ
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, ZUO + JEPQ cover 0 of 12 monthsgood coverage

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

ZUO
Annual income on $10K today (after 15% tax)
$1,696.61/yr
After 10yr DRIP, annual income (after tax)
$5,703.76/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, ZUO beats the other by $3,874.05/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 ZUO + JEPQ for your $10,000?

ZUO: 50%JEPQ: 50%
100% JEPQ50/50100% ZUO
Portfolio after 10yr
$58.8K
Annual income
$4,431.44/yr
Blended yield
7.53%
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Analyst Conviction Gap

Where Wall Street is most bullish on ZUO right now

ZUO
Analyst Ratings
4
Buy
7
Hold
Consensus: Hold
Price Target
$12.25
+22.3% upside vs current
Range: $10.00 — $15.00
Altman Z
0.9
Piotroski
2/9
JEPQ
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ZUO buys
0
JEPQ buys
0
No recent congressional trades found for ZUO or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricZUOJEPQ
Forward yield19.96%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$72.8K$44.8K
Annual income after 10y$6,710.30$2,152.59
Total dividends collected$41.4K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearZUO PortfolioZUO Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,696$1,996.01$11,930$1,110.39+$766.00ZUO
2$15,953$2,368.35$14,133$1,224.34+$1.8KZUO
3$19,851$2,781.24$16,632$1,340.46+$3.2KZUO
4$24,475$3,234.40$19,454$1,457.97+$5.0KZUO
5$29,915$3,726.92$22,626$1,576.08+$7.3KZUO
6$36,267$4,257.31$26,175$1,694.09+$10.1KZUO
7$43,629$4,823.54$30,133$1,811.32+$13.5KZUO
8$52,106$5,423.11$34,531$1,927.17+$17.6KZUO
9$61,806$6,053.11$39,403$2,041.08+$22.4KZUO
10$72,843$6,710.30$44,787$2,152.59+$28.1KZUO

ZUO vs JEPQ: Complete Analysis 2026

ZUOStock

Zuora, Inc., together with its subsidiaries, provides cloud-based software on a subscription basis that enables companies in various industries to launch, manage, and transform into a subscription business. The company offers Zuora Central platform that acts as an orchestration engine that allows customers quote-to-revenue operations. Its products include Zuora Billing that helps customers to set payment terms, manage hierarchical billing relationships, consolidate invoicing across multiple subscriptions, and tax transactions; Zuora Revenue, a revenue recognition automation solution; Zuora CPQ for configuring deals, pricing, and quoting in a subscription business; Zuora Collect designed to/ handle the complicated function of payments associated with subscription-based businesses; and Zuora Marketplace. It sells its products through its direct sales force, systems integrators, management consulting firms, resellers, technology, and ecosystem partners. Zuora, Inc. was incorporated in 2006 and is headquartered in Redwood City, California.

Full ZUO 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.