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ERGF vs JEPQ: Dividend Comparison 2026

ERGF yields 7.08% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $13.9K in total portfolio value
10 years
ERGF
ERGF
● Live price
7.08%
Share price
$28.25
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.9K
Annual income
$1,109.76
Full ERGF 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 — ERGF 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 PeriodERGFJEPQ
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, ERGF + JEPQ cover 0 of 12 monthsgood coverage

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

ERGF
Annual income on $10K today (after 15% tax)
$601.77/yr
After 10yr DRIP, annual income (after tax)
$943.30/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 $985.51/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ERGF: 50%JEPQ: 50%
100% JEPQ50/50100% ERGF
Portfolio after 10yr
$38.9K
Annual income
$1,689.47/yr
Blended yield
4.35%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ERGF buys
0
JEPQ buys
0
No recent congressional trades found for ERGF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricERGFJEPQ
Forward yield7.08%11.47%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.9K$45.8K
Annual income after 10y$1,109.76$2,269.18
Total dividends collected$9.1K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearERGF PortfolioERGF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,408$707.96$11,967$1,146.53$559.00JEPQ
2$12,961$754.81$14,216$1,268.02$1.3KJEPQ
3$14,670$801.48$16,774$1,392.20$2.1KJEPQ
4$16,545$847.80$19,667$1,518.21$3.1KJEPQ
5$18,597$893.59$22,925$1,645.21$4.3KJEPQ
6$20,837$938.70$26,578$1,772.40$5.7KJEPQ
7$23,279$982.98$30,656$1,899.04$7.4KJEPQ
8$25,934$1,026.32$35,194$2,024.45$9.3KJEPQ
9$28,818$1,068.60$40,228$2,148.01$11.4KJEPQ
10$31,945$1,109.76$45,796$2,269.18$13.9KJEPQ

ERGF vs JEPQ: Complete Analysis 2026

ERGFStock

ERGF is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in ERGF shares.

Full ERGF 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.