HomeCompareEFRTF vs JEPQ

EFRTF vs JEPQ: Dividend Comparison 2026

EFRTF yields 8.76% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 EFRTF wins by $75.4K in total portfolio value· pulled ahead in Year 3
10 years
EFRTF
EFRTF
● Live price
8.76%
Share price
$5.27
Annual div
$0.46
5Y div CAGR
22.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$121.2K
Annual income
$31,242.90
Full EFRTF 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 — EFRTF vs JEPQ

📍 EFRTF pulled ahead of the other in Year 3

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 PeriodEFRTFJEPQ
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, EFRTF + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

EFRTF
Annual income on $10K today (after 15% tax)
$744.95/yr
After 10yr DRIP, annual income (after tax)
$26,556.47/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, EFRTF beats the other by $24,627.66/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EFRTF: 50%JEPQ: 50%
100% JEPQ50/50100% EFRTF
Portfolio after 10yr
$83.5K
Annual income
$16,756.04/yr
Blended yield
20.07%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EFRTF right now

EFRTF
Analyst Ratings
5
Buy
3
Hold
Consensus: Buy
Altman Z
0.6
Piotroski
5/9
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)

EFRTF buys
0
JEPQ buys
0
No recent congressional trades found for EFRTF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEFRTFJEPQ
Forward yield8.76%11.47%
Annual dividend / share$0.46$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR22.8%0%
Portfolio after 10y$121.2K$45.8K
Annual income after 10y$31,242.90$2,269.18
Total dividends collected$88.6K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearEFRTF PortfolioEFRTF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,776$1,076.24$11,967$1,146.53$191.00JEPQ
2$14,055$1,454.55$14,216$1,268.02$161.00JEPQ
3← crossover$17,031$1,992.38$16,774$1,392.20+$257.00EFRTF
4$20,994$2,770.77$19,667$1,518.21+$1.3KEFRTF
5$26,384$3,919.83$22,925$1,645.21+$3.5KEFRTF
6$33,884$5,653.50$26,578$1,772.40+$7.3KEFRTF
7$44,589$8,332.81$30,656$1,899.04+$13.9KEFRTF
8$60,295$12,584.49$35,194$2,024.45+$25.1KEFRTF
9$84,045$19,529.99$40,228$2,148.01+$43.8KEFRTF
10$121,171$31,242.90$45,796$2,269.18+$75.4KEFRTF

EFRTF vs JEPQ: Complete Analysis 2026

EFRTFStock

Nexus is a growth oriented real estate investment trust focused on increasing unitholder value through the acquisition, ownership and management of industrial, office and retail properties located in primary and secondary markets in North America. The REIT currently owns a portfolio of 73 properties comprising approximately 4.1 million square feet of rentable area. The REIT has approximately 109,910,000 units issued and outstanding. Additionally, there are Class B LP Units of subsidiary limited partnerships of Nexus REIT issued and outstanding, which are convertible into approximately 25,667,000 REIT Units.

Full EFRTF 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.