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FDIF vs JEPQ: Dividend Comparison 2026

FDIF yields 0.36% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $25.6K in total portfolio value
10 years
FDIF
FDIF
● Live price
0.36%
Share price
$32.79
Annual div
$0.12
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.2K
Annual income
$36.52
Full FDIF 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 — FDIF 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 PeriodFDIFJEPQ
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, FDIF + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FDIF
Annual income on $10K today (after 15% tax)
$30.33/yr
After 10yr DRIP, annual income (after tax)
$31.04/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 $1,897.76/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FDIF: 50%JEPQ: 50%
100% JEPQ50/50100% FDIF
Portfolio after 10yr
$33.0K
Annual income
$1,152.85/yr
Blended yield
3.50%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FDIF buys
0
JEPQ buys
0
No recent congressional trades found for FDIF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFDIFJEPQ
Forward yield0.36%11.47%
Annual dividend / share$0.12$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.2K$45.8K
Annual income after 10y$36.52$2,269.18
Total dividends collected$361.00$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFDIF PortfolioFDIF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,736$35.68$11,967$1,146.53$1.2KJEPQ
2$11,523$35.80$14,216$1,268.02$2.7KJEPQ
3$12,365$35.91$16,774$1,392.20$4.4KJEPQ
4$13,267$36.02$19,667$1,518.21$6.4KJEPQ
5$14,232$36.11$22,925$1,645.21$8.7KJEPQ
6$15,264$36.21$26,578$1,772.40$11.3KJEPQ
7$16,369$36.29$30,656$1,899.04$14.3KJEPQ
8$17,551$36.37$35,194$2,024.45$17.6KJEPQ
9$18,816$36.45$40,228$2,148.01$21.4KJEPQ
10$20,170$36.52$45,796$2,269.18$25.6KJEPQ

FDIF vs JEPQ: Complete Analysis 2026

FDIFStock

Brings together 5 disruptive themes—automation, communications, finance, medicine, and technology—in a single fund.

Full FDIF 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.