HomeCompareEFA vs JEPQ

EFA vs JEPQ: Dividend Comparison 2026

EFA yields 3.34% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $21.0K in total portfolio value
10 years
EFA
EFA
● Live price
3.34%
Share price
$97.13
Annual div
$3.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.8K
Annual income
$414.58
Full EFA calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — EFA vs JEPQ

📍 JEPQ pulled ahead of the other in Year 1

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 PeriodEFAJEPQ
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, EFA + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
EFA pays
JEPQ pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

EFA
Annual income on $10K today (after 15% tax)
$284.18/yr
After 10yr DRIP, annual income (after tax)
$352.39/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, JEPQ beats the other by $1,576.41/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EFA: 50%JEPQ: 50%
100% JEPQ50/50100% EFA
Portfolio after 10yr
$35.3K
Annual income
$1,341.88/yr
Blended yield
3.80%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EFA buys
0
JEPQ buys
0
No recent congressional trades found for EFA or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEFAJEPQ
Forward yield3.34%11.47%
Annual dividend / share$3.25$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.8K$45.8K
Annual income after 10y$414.58$2,269.18
Total dividends collected$3.8K$17.1K
Payment frequencyquarterlymonthly
SectorETFETF

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

YearEFA PortfolioEFA Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,034$334.33$11,967$1,146.53$933.00JEPQ
2$12,152$344.77$14,216$1,268.02$2.1KJEPQ
3$13,357$354.84$16,774$1,392.20$3.4KJEPQ
4$14,656$364.53$19,667$1,518.21$5.0KJEPQ
5$16,056$373.82$22,925$1,645.21$6.9KJEPQ
6$17,563$382.73$26,578$1,772.40$9.0KJEPQ
7$19,184$391.26$30,656$1,899.04$11.5KJEPQ
8$20,926$399.41$35,194$2,024.45$14.3KJEPQ
9$22,798$407.18$40,228$2,148.01$17.4KJEPQ
10$24,808$414.58$45,796$2,269.18$21.0KJEPQ

EFA vs JEPQ: Complete Analysis 2026

EFAETF

The iShares MSCI EAFE ETF seeks to track the investment results of an index composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada.

Full EFA 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 →
📬

Get this EFA vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

EFA vs SCHDEFA vs JEPIEFA vs OEFA vs KOEFA vs MAINEFA vs XYLDEFA vs QYLDEFA 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.