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ERF vs JEPQ: Dividend Comparison 2026

ERF yields 1.29% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ERF wins by $3.50M in total portfolio value· pulled ahead in Year 6
10 years
ERF
ERF
● Live price
1.29%
Share price
$20.09
Annual div
$0.26
5Y div CAGR
91.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$3.55M
Annual income
$2,890,423.76
Full ERF 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 — ERF vs JEPQ

📍 ERF pulled ahead of the other in Year 6

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 PeriodERFJEPQ
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, ERF + JEPQ cover 0 of 12 monthsgood coverage

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

ERF
Annual income on $10K today (after 15% tax)
$110.00/yr
After 10yr DRIP, annual income (after tax)
$2,456,860.20/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, ERF beats the other by $2,454,931.39/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ERF: 50%JEPQ: 50%
100% JEPQ50/50100% ERF
Portfolio after 10yr
$1.80M
Annual income
$1,446,346.47/yr
Blended yield
80.54%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ERF right now

ERF
Analyst Ratings
11
Buy
9
Hold
Consensus: Buy
Price Target
$39.00
+94.1% upside vs current
Range: $39.00 — $39.00
Altman Z
5.0
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)

ERF buys
0
JEPQ buys
0
No recent congressional trades found for ERF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricERFJEPQ
Forward yield1.29%11.47%
Annual dividend / share$0.26$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR91.7%0%
Portfolio after 10y$3.55M$45.8K
Annual income after 10y$2,890,423.76$2,269.18
Total dividends collected$3.47M$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearERF PortfolioERF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$10,948$248.09$11,967$1,146.53$1.0KJEPQ
2$12,201$486.62$14,216$1,268.02$2.0KJEPQ
3$14,027$971.61$16,774$1,392.20$2.7KJEPQ
4$17,010$2,001.19$19,667$1,518.21$2.7KJEPQ
5$22,548$4,347.79$22,925$1,645.21$377.00JEPQ
6← crossover$34,452$10,325.74$26,578$1,772.40+$7.9KERF
7$65,130$28,266.07$30,656$1,899.04+$34.5KERF
8$165,423$95,733.97$35,194$2,024.45+$130.2KERF
9$612,634$435,630.96$40,228$2,148.01+$572.4KERF
10$3,545,942$2,890,423.76$45,796$2,269.18+$3.50MERF

ERF vs JEPQ: Complete Analysis 2026

ERFStock

Enerplus Corporation, together with subsidiaries, engages in the exploration and development of crude oil and natural gas in the United States and Canada. The company's oil and natural gas properties are located primarily in North Dakota, Colorado, and Pennsylvania; and Alberta, British Columbia, and Saskatchewan. As of December 31, 2021, it had proved plus probable gross reserves of approximately 8.2 million barrels (MMbbls) of light and medium crude oil; 20.7 MMbbls of heavy crude oil; 299.3 MMbbls of tight oil; 56.2 MMbbls of natural gas liquids; 19.7 billion cubic feet (Bcf) of conventional natural gas; and 1,367.9 Bcf of shale gas. Enerplus Corporation was founded in 1986 and is headquartered in Calgary, Canada.

Full ERF 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.