Is ZURVY or JEPQ a better dividend investment in 2026?

ZURVY currently yields 4.79% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: JEPQ offers higher current income.

What is the dividend yield difference between ZURVY and JEPQ?

ZURVY has a forward dividend yield of 4.79% ($1.70/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 6.31 percentage points.

Home › Compare › ZURVY vs JEPQ

ZURVY vs JEPQ: Dividend Comparison 2026

ZURVY yields 4.79% · JEPQ yields 11.10%● Live data

vsPost on X →

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

🏆 ZURVY wins by $1.85M in total portfolio value· pulled ahead in Year 3

INVESTMENT

TIME HORIZON10 years

ZURVY

● Live price

4.79%

Share price

$35.51

Annual div

$1.70

5Y div CAGR

57.4%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$1.89M

Annual income

$1,313,045.37

Full ZURVY 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 — ZURVY vs JEPQ

📍 ZURVY pulled ahead of the other in Year 3

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	ZURVY	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%.

📅

Dividend Calendar Overlap

Combined, ZURVY + JEPQ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

ZURVY pays

JEPQ pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

ZURVY

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

$406.84/yr

After 10yr DRIP, annual income (after tax)

$1,116,088.56/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, ZURVY beats the other by $1,114,258.86/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

ZURVY: 50%JEPQ: 50%

100% JEPQ50/50100% ZURVY

Portfolio after 10yr

$968.0K

Annual income

$657,598.98/yr

Blended yield

67.93%

📊

Analyst Conviction Gap

Where Wall Street is split right now

ZURVY

Analyst Ratings

Buy

Sell

Consensus: Buy

Altman Z

0.7

Piotroski

6/9

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)

ZURVY buys

JEPQ buys

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

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

MetricZURVYJEPQ

Forward yield	4.79%	11.10% ✓
Annual dividend / share	$1.70	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	57.4% ✓	0%
Portfolio after 10y	$1.89M	$44.8K ✓
Annual income after 10y	$1,313,045.37 ✓	$2,152.59
Total dividends collected	$1.81M	$16.3K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	ZURVY Portfolio	ZURVY Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1	$11,453	$753.37	$11,930	$1,110.39	$477.00 → JEPQ
2	$13,524	$1,269.30	$14,133	$1,224.34	$609.00 → JEPQ
3← crossover	$16,676	$2,204.80	$16,632	$1,340.46	+$44.00 → ZURVY
4	$21,842	$3,999.09	$19,454	$1,457.97	+$2.4K → ZURVY
5	$31,077	$7,705.32	$22,626	$1,576.08	+$8.5K → ZURVY
6	$49,379	$16,126.74	$26,175	$1,694.09	+$23.2K → ZURVY
7	$90,529	$37,694.12	$30,133	$1,811.32	+$60.4K → ZURVY
8	$198,525	$101,658.65	$34,531	$1,927.17	+$164.0K → ZURVY
9	$540,359	$327,937.66	$39,403	$2,041.08	+$501.0K → ZURVY
10	$1,891,230	$1,313,045.37	$44,787	$2,152.59	+$1.85M → ZURVY

ZURVY vs JEPQ: Complete Analysis 2026

ZURVY — Stock

Zurich Insurance Group AG, together with its subsidiaries, provides insurance products and related services in Europe, the Middle East, Africa, North America, Latin America, and the Asia Pacific. The company operates through Property & Casualty Regions, Life Regions, Farmers, Group Functions and Operations, and Non-Core Businesses segments. It offers car, home, travel, general liability, life and critical illness, worker injury, and other insurance products; and saving and investment, and pension and retirement planning products. The company also provides property, casualty, management or professional liability, trade credit, political risk, marine, cyber risk, and financial institution insurance products. In addition, it offers employee benefit insurance products; reinsurance services; and non-claims and ancillary services to the farmers' exchanges. It serves individuals, small businesses, and mid-sized and large companies, as well as multinational corporations. The company sells its products through agents, brokers, and bank distribution channels. Zurich Insurance Group AG was founded in 1872 and is based in Zurich, Switzerland.

Full ZURVY 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 →

📬

Get this ZURVY vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

ZURVY vs SCHD ZURVY vs JEPI ZURVY vs O ZURVY vs KO ZURVY vs MAIN ZURVY vs XYLD ZURVY vs QYLD ZURVY 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.