Is FSRRX or JEPQ a better dividend investment in 2026?

FSRRX currently yields 4.42% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: JEPQ offers higher current income.

What is the dividend yield difference between FSRRX and JEPQ?

FSRRX has a forward dividend yield of 4.42% ($0.41/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 6.68 percentage points.

Home › Compare › FSRRX vs JEPQ

FSRRX vs JEPQ: Dividend Comparison 2026

FSRRX yields 4.42% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 FSRRX wins by $3096.93M in total portfolio value· pulled ahead in Year 2

INVESTMENT

TIME HORIZON10 years

FSRRX

● Live price

4.42%

Share price

$9.39

Annual div

$0.42

5Y div CAGR

100%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$3096.97M

Annual income

$2,967,964,859.56

Full FSRRX calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — FSRRX vs JEPQ

📍 FSRRX pulled ahead of the other in Year 2

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 Period	FSRRX	JEPQ
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, FSRRX + JEPQ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

FSRRX pays

JEPQ pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

FSRRX

Annual income on $10K today (after 15% tax)

$375.67/yr

After 10yr DRIP, annual income (after tax)

$2,522,770,130.63/yr

JEPQ

Annual income on $10K today (after 15% tax)

$943.83/yr

After 10yr DRIP, annual income (after tax)

$1,829.70/yr

At 15% tax rate, FSRRX beats the other by $2,522,768,300.92/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

FSRRX: 50%JEPQ: 50%

100% JEPQ50/50100% FSRRX

Portfolio after 10yr

$1548.51M

Annual income

$1,483,983,506.07/yr

Blended yield

95.83%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FSRRX buys

JEPQ buys

No recent congressional trades found for FSRRX or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricFSRRXJEPQ

Forward yield	4.42%	11.10% ✓
Annual dividend / share	$0.42	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	100% ✓	0%
Portfolio after 10y	$3096.97M ✓	$44.8K
Annual income after 10y	$2,967,964,859.56 ✓	$2,152.59
Total dividends collected	$3087.83M ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	FSRRX Portfolio	FSRRX Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1	$11,584	$883.92	$11,930	$1,110.39	$346.00 → JEPQ
2← crossover	$14,309	$1,913.88	$14,133	$1,224.34	+$176.00 → FSRRX
3	$19,729	$4,418.80	$16,632	$1,340.46	+$3.1K → FSRRX
4	$32,498	$11,388.27	$19,454	$1,457.97	+$13.0K → FSRRX
5	$69,837	$35,063.82	$22,626	$1,576.08	+$47.2K → FSRRX
6	$215,567	$140,841.20	$26,175	$1,694.09	+$189.4K → FSRRX
7	$1,043,247	$812,590.73	$30,133	$1,811.32	+$1.01M → FSRRX
8	$8,466,883	$7,350,608.59	$34,531	$1,927.17	+$8.43M → FSRRX
9	$120,567,510	$111,507,945.22	$39,403	$2,041.08	+$120.53M → FSRRX
10	$3,096,972,096	$2,967,964,859.56	$44,787	$2,152.59	+$3096.93M → FSRRX

FSRRX vs JEPQ: Complete Analysis 2026

FSRRX — Stock

The investment seeks real return consistent with reasonable investment risk. The fund allocates the assets among four general investment categories: inflation-protected debt securities, floating rate loans, commodity-linked derivative instruments and related investments, and real estate investment trusts (REITs) and other real estate related investments. It uses a neutral mix of approximately 25% inflation-protected debt securities, 25% floating rate loans, 30% commodity-linked derivative instruments and related investments, and 20% REITs and other real estate related investments. The fund invests in domestic and foreign issuers.

Full FSRRX Calculator →

JEPQ — ETF

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 FSRRX vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FSRRX vs SCHD FSRRX vs JEPI FSRRX vs O FSRRX vs KO FSRRX vs MAIN FSRRX vs XYLD FSRRX vs QYLD FSRRX 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.