Is DFCIX or JEPQ a better dividend investment in 2026?

DFCIX currently yields 12.44% with a 5% 5-year dividend growth rate. JEPQ yields 11.47% with 5% growth. The better choice depends on your goal: DFCIX offers higher current income.

What is the dividend yield difference between DFCIX and JEPQ?

DFCIX has a forward dividend yield of 12.44% ($2.00/share annually). JEPQ yields 11.47% ($6.16/share annually). The yield gap is 0.97 percentage points.

Home › Compare › DFCIX vs JEPQ

DFCIX vs JEPQ: Dividend Comparison 2026

DFCIX yields 12.44% · JEPQ yields 11.47%● Live data

vsPost on X →

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

🏆 JEPQ wins by $398.00 in total portfolio value

INVESTMENT

TIME HORIZON10 years

DFCIX

● Live price

12.44%

Share price

$16.08

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$45.4K

Annual income

$2,699.72

Full DFCIX calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.47%

Share price

$53.77

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$45.8K

Annual income

$2,269.18

Full JEPQ calculator →

Portfolio growth — DFCIX vs JEPQ

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

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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DFCIX 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.

DFCIX

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

$1,057.21/yr

After 10yr DRIP, annual income (after tax)

$2,294.76/yr

JEPQ

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

$974.55/yr

After 10yr DRIP, annual income (after tax)

$1,928.80/yr

At 15% tax rate, DFCIX beats the other by $365.96/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 DFCIX + JEPQ for your $10,000?

DFCIX: 50%JEPQ: 50%

100% JEPQ50/50100% DFCIX

Portfolio after 10yr

$45.6K

Annual income

$2,484.45/yr

Blended yield

5.45%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DFCIX buys

JEPQ buys

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

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

MetricDFCIXJEPQ

Forward yield	12.44% ✓	11.47%
Annual dividend / share	$2.00	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$45.4K	$45.8K ✓
Annual income after 10y	$2,699.72 ✓	$2,269.18
Total dividends collected	$19.5K ✓	$17.1K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	DFCIX Portfolio	DFCIX Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$11,944	$1,243.78	$11,967	$1,146.53	$23.00 → JEPQ
2	$14,168	$1,388.36	$14,216	$1,268.02	$48.00 → JEPQ
3	$16,699	$1,539.19	$16,774	$1,392.20	$75.00 → JEPQ
4	$19,564	$1,695.46	$19,667	$1,518.21	$103.00 → JEPQ
5	$22,789	$1,856.34	$22,925	$1,645.21	$136.00 → JEPQ
6	$26,406	$2,020.96	$26,578	$1,772.40	$172.00 → JEPQ
7	$30,442	$2,188.45	$30,656	$1,899.04	$214.00 → JEPQ
8	$34,931	$2,357.96	$35,194	$2,024.45	$263.00 → JEPQ
9	$39,905	$2,528.65	$40,228	$2,148.01	$323.00 → JEPQ
10	$45,398	$2,699.72	$45,796	$2,269.18	$398.00 → JEPQ

DFCIX vs JEPQ: Complete Analysis 2026

DFCIX — Stock

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of growth-oriented companies that the manager believes have long-term capital appreciation potential and expects to grow faster than the U.S. economy. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small- and mid-capitalization companies (80% policy).

Full DFCIX 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.