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DTC vs JEPQ: Dividend Comparison 2026

DTC yields 10.23% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $23.3K in total portfolio value
10 years
DTC
DTC
● Live price
10.23%
Share price
$19.55
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.5K
Annual income
$1.09
Full DTC 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 — DTC 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 PeriodDTCJEPQ
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, DTC + JEPQ cover 0 of 12 monthsgood coverage

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

DTC
Annual income on $10K today (after 15% tax)
$869.57/yr
After 10yr DRIP, annual income (after tax)
$0.93/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, JEPQ beats the other by $1,828.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DTC: 50%JEPQ: 50%
100% JEPQ50/50100% DTC
Portfolio after 10yr
$33.1K
Annual income
$1,076.84/yr
Blended yield
3.25%
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Analyst Conviction Gap

Where Wall Street is split right now

DTC
Analyst Ratings
1
Buy
7
Hold
1
Sell
Consensus: Hold
Price Target
$20.98
+7.3% upside vs current
Range: $1.35 — $65.00
Altman Z
-1.1
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DTC buys
0
JEPQ buys
0
No recent congressional trades found for DTC or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDTCJEPQ
Forward yield10.23%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$21.5K$44.8K
Annual income after 10y$1.09$2,152.59
Total dividends collected$1.1K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearDTC PortfolioDTC Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,212$511.51$11,930$1,110.39$718.00JEPQ
2$12,264$267.98$14,133$1,224.34$1.9KJEPQ
3$13,260$136.98$16,632$1,340.46$3.4KJEPQ
4$14,257$69.21$19,454$1,457.97$5.2KJEPQ
5$15,290$34.77$22,626$1,576.08$7.3KJEPQ
6$16,378$17.43$26,175$1,694.09$9.8KJEPQ
7$17,533$8.72$30,133$1,811.32$12.6KJEPQ
8$18,764$4.36$34,531$1,927.17$15.8KJEPQ
9$20,080$2.18$39,403$2,041.08$19.3KJEPQ
10$21,487$1.09$44,787$2,152.59$23.3KJEPQ

DTC vs JEPQ: Complete Analysis 2026

DTCStock

Solo Brands, Inc. operates a direct-to-consumer platform that offers outdoor lifestyle branded products in the United States. The company provides camp stoves under the Solo Stove Lite brand name; fire pits under the Solo Stove brand name; grills, cook tops, and tools; kayaks under the Oru brand name; paddle boards under the ISLE brand name; and storage solutions for fire pits, firewood, and other accessories. It also offers swim trunks, casual shorts, sport products, polos, shirts, and lounge products under the Chubbies brand name; consumables, such as color packs, starters, natural charcoal, and firewood products; and accessories comprising shelters, shields, roasting sticks, tools, paddles, and pumps under the Solo Stove, Oru, and ISLE brands. The company was founded in 2011 and is headquartered in Grapevine, Texas.

Full DTC 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.