HomeCompareCFRUY vs JEPQ

CFRUY vs JEPQ: Dividend Comparison 2026

CFRUY yields 0.97% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 CFRUY wins by $36.7K in total portfolio value· pulled ahead in Year 9
10 years
CFRUY
CFRUY
● Live price
0.97%
Share price
$18.08
Annual div
$0.18
5Y div CAGR
60.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$81.5K
Annual income
$29,089.78
Full CFRUY 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 — CFRUY vs JEPQ

📍 CFRUY pulled ahead of the other in Year 9

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 PeriodCFRUYJEPQ
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, CFRUY + JEPQ cover 0 of 12 monthsgood coverage

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

CFRUY
Annual income on $10K today (after 15% tax)
$82.36/yr
After 10yr DRIP, annual income (after tax)
$24,726.31/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, CFRUY beats the other by $22,896.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CFRUY: 50%JEPQ: 50%
100% JEPQ50/50100% CFRUY
Portfolio after 10yr
$63.1K
Annual income
$15,621.18/yr
Blended yield
24.74%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on CFRUY right now

CFRUY
Analyst Ratings
2
Buy
Consensus: Buy
Altman Z
5.5
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)

CFRUY buys
0
JEPQ buys
0
No recent congressional trades found for CFRUY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCFRUYJEPQ
Forward yield0.97%11.10%
Annual dividend / share$0.18$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR60.4%0%
Portfolio after 10y$81.5K$44.8K
Annual income after 10y$29,089.78$2,152.59
Total dividends collected$57.1K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCFRUY PortfolioCFRUY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$10,855$155.42$11,930$1,110.39$1.1KJEPQ
2$11,868$252.92$14,133$1,224.34$2.3KJEPQ
3$13,114$414.52$16,632$1,340.46$3.5KJEPQ
4$14,718$686.59$19,454$1,457.97$4.7KJEPQ
5$16,903$1,155.18$22,626$1,576.08$5.7KJEPQ
6$20,076$1,988.82$26,175$1,694.09$6.1KJEPQ
7$25,022$3,540.84$30,133$1,811.32$5.1KJEPQ
8$33,389$6,615.70$34,531$1,927.17$1.1KJEPQ
9← crossover$48,960$13,233.72$39,403$2,041.08+$9.6KCFRUY
10$81,477$29,089.78$44,787$2,152.59+$36.7KCFRUY

CFRUY vs JEPQ: Complete Analysis 2026

CFRUYStock

Compagnie Financière Richemont SA engages in the luxury goods business in Europe, the Middle East, Africa, Asia, and the Americas. The company operates through Jewellery Maisons, Specialist Watchmakers, and Online Distributors segments. It designs, manufactures, and distributes jewelry products; and precision timepieces, watches, and writing instruments, as well as clothing, and leather goods and accessories. The company offers its products under the Cartier, Van Cleef & Arpels, Buccellati, A. Lange & Söhne, Baume & Mercier, IWC Schaffhausen, Jaeger LeCoultre, Panerai, Piaget, Roger Dubuis, Vacheron Constantin, Watchfinder & Co., YOOX, NET-A-PORTER, MR PORTER, The Outnet, Alaïa, Chloé, Montblanc, Peter Millar, Purdey, Serapian, TIMEVALLEE, dunhill, Delvaux, and AZ Factory brands through own boutiques and online stores. Compagnie Financière Richemont SA was incorporated in 1979 and is headquartered in Bellevue, Switzerland.

Full CFRUY 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.