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IAFNF vs JEPQ: Dividend Comparison 2026

IAFNF yields 2.52% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 IAFNF wins by $179.12M in total portfolio value· pulled ahead in Year 4
10 years
IAFNF
IAFNF
● Live price
2.52%
Share price
$111.14
Annual div
$2.80
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$179.17M
Annual income
$166,454,914.17
Full IAFNF calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — IAFNF vs JEPQ

📍 IAFNF pulled ahead of the other in Year 4

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 PeriodIAFNFJEPQ
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, IAFNF + JEPQ cover 0 of 12 months — good coverage

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

IAFNF
Annual income on $10K today (after 15% tax)
$213.84/yr
After 10yr DRIP, annual income (after tax)
$141,486,677.04/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, IAFNF beats the other by $141,484,847.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IAFNF: 50%JEPQ: 50%
100% JEPQ50/50100% IAFNF
Portfolio after 10yr
$89.61M
Annual income
$83,228,533.38/yr
Blended yield
92.88%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on IAFNF right now

IAFNF
Analyst Ratings
6
Buy
Consensus: Buy
Altman Z
0.3
Piotroski
6/9
JEPQ
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IAFNF buys
0
JEPQ buys
0
No recent congressional trades found for IAFNF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIAFNFJEPQ
Forward yield2.52%11.10% ✓
Annual dividend / share$2.80$6.16 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100% ✓0%
Portfolio after 10y$179.17M ✓$44.8K
Annual income after 10y$166,454,914.17 ✓$2,152.59
Total dividends collected$178.19M ✓$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIAFNF PortfolioIAFNF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,203$503.15$11,930$1,110.39$727.00 → JEPQ
2$13,041$1,053.61$14,133$1,224.34$1.1K → JEPQ
3$16,246$2,292.44$16,632$1,340.46$386.00 → JEPQ
4← crossover$22,722$5,338.12$19,454$1,457.97+$3.3K → IAFNF
5$38,267$13,954.68$22,626$1,576.08+$15.6K → IAFNF
6$84,874$43,928.76$26,175$1,694.09+$58.7K → IAFNF
7$272,932$182,116.22$30,133$1,811.32+$242.8K → IAFNF
8$1,386,681$1,094,643.58$34,531$1,927.17+$1.35M → IAFNF
9$11,879,152$10,395,403.94$39,403$2,041.08+$11.84M → IAFNF
10$179,165,607$166,454,914.17$44,787$2,152.59+$179.12M → IAFNF

IAFNF vs JEPQ: Complete Analysis 2026

IAFNF — Stock

iA Financial Corporation Inc., through its subsidiary, Industrial Alliance Insurance and Financial Services Inc., provides various life and health insurance products in Canada and the United States. The company operates through Individual Insurance, Individual Wealth Management, Group Insurance, Group Savings and Retirement, US Operations, and Other segments. It offers life, health, disability, and mortgage insurance products, as well as individual products and services for savings plans, securities brokerage, trust operations, and mutual funds. The company also provides group insurance products and services, including accidental death and dismemberment, dental care, short and long-term disability insurance, products for employee plans; creditor and replacement insurance, replacement warranties, extended warranties, and other products for dealer services; and specialized products. In addition, the company offers group products and services for savings plans, retirement, and segregated funds. Further, the company provides auto and home insurance products, as well as offers asset management and financing services. The company was founded in 1892 and is headquartered in Québec, Canada.

Full IAFNF 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 →
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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.