HomeCompareFRMO vs JEPQ

FRMO vs JEPQ: Dividend Comparison 2026

FRMO yields 25.74% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FRMO wins by $57.4K in total portfolio value
10 years
FRMO
FRMO
● Live price
25.74%
Share price
$7.77
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$103.2K
Annual income
$11,940.44
Full FRMO 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 — FRMO vs JEPQ

📍 FRMO pulled ahead of the other in Year 1

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 PeriodFRMOJEPQ
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%.
📅

Dividend Calendar Overlap

Combined, FRMO + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FRMO
Annual income on $10K today (after 15% tax)
$2,187.90/yr
After 10yr DRIP, annual income (after tax)
$10,149.37/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, FRMO beats the other by $8,220.57/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FRMO: 50%JEPQ: 50%
100% JEPQ50/50100% FRMO
Portfolio after 10yr
$74.5K
Annual income
$7,104.81/yr
Blended yield
9.54%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FRMO buys
0
JEPQ buys
0
No recent congressional trades found for FRMO or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFRMOJEPQ
Forward yield25.74%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$103.2K$45.8K
Annual income after 10y$11,940.44$2,269.18
Total dividends collected$66.2K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFRMO PortfolioFRMO Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$13,274$2,574.00$11,967$1,146.53+$1.3KFRMO
2$17,396$3,193.21$14,216$1,268.02+$3.2KFRMO
3$22,525$3,911.11$16,774$1,392.20+$5.8KFRMO
4$28,835$4,732.90$19,667$1,518.21+$9.2KFRMO
5$36,516$5,662.30$22,925$1,645.21+$13.6KFRMO
6$45,773$6,701.46$26,578$1,772.40+$19.2KFRMO
7$56,828$7,850.87$30,656$1,899.04+$26.2KFRMO
8$69,916$9,109.33$35,194$2,024.45+$34.7KFRMO
9$85,284$10,473.99$40,228$2,148.01+$45.1KFRMO
10$103,194$11,940.44$45,796$2,269.18+$57.4KFRMO

FRMO vs JEPQ: Complete Analysis 2026

FRMOStock

FRMO Corporation, through its 4.95% interest in Horizon Kinetics, LLC, operates as an investment advisory and independent research company. It provides in-depth analysis of information-poor, under-researched companies, and strategies to identify the complex situations primarily to institutional investors. The company was incorporated in 1993 and is based in White Plains, New York.

Full FRMO 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 →
📬

Get this FRMO vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FRMO vs SCHDFRMO vs JEPIFRMO vs OFRMO vs KOFRMO vs MAINFRMO vs XYLDFRMO vs QYLDFRMO vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.