HomeCompareFCRIX vs JEPQ

FCRIX vs JEPQ: Dividend Comparison 2026

FCRIX yields 10.39% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $6.1K in total portfolio value
10 years
FCRIX
FCRIX
● Live price
10.39%
Share price
$11.92
Annual div
$1.24
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.7K
Annual income
$1,993.48
Full FCRIX 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 — FCRIX 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 PeriodFCRIXJEPQ
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, FCRIX + JEPQ cover 0 of 12 monthsgood coverage

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

FCRIX
Annual income on $10K today (after 15% tax)
$882.94/yr
After 10yr DRIP, annual income (after tax)
$1,694.46/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 $234.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FCRIX: 50%JEPQ: 50%
100% JEPQ50/50100% FCRIX
Portfolio after 10yr
$42.8K
Annual income
$2,131.33/yr
Blended yield
4.98%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FCRIX buys
0
JEPQ buys
0
No recent congressional trades found for FCRIX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFCRIXJEPQ
Forward yield10.39%11.47%
Annual dividend / share$1.24$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$39.7K$45.8K
Annual income after 10y$1,993.48$2,269.18
Total dividends collected$15.1K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFCRIX PortfolioFCRIX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,739$1,038.75$11,967$1,146.53$228.00JEPQ
2$13,700$1,139.59$14,216$1,268.02$516.00JEPQ
3$15,902$1,242.98$16,774$1,392.20$872.00JEPQ
4$18,364$1,348.38$19,667$1,518.21$1.3KJEPQ
5$21,104$1,455.23$22,925$1,645.21$1.8KJEPQ
6$24,145$1,563.01$26,578$1,772.40$2.4KJEPQ
7$27,506$1,671.20$30,656$1,899.04$3.1KJEPQ
8$31,211$1,779.30$35,194$2,024.45$4.0KJEPQ
9$35,282$1,886.87$40,228$2,148.01$4.9KJEPQ
10$39,745$1,993.48$45,796$2,269.18$6.1KJEPQ

FCRIX vs JEPQ: Complete Analysis 2026

FCRIXStock

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

Full FCRIX 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.