HomeCompareIBDQ vs JEPQ

IBDQ vs JEPQ: Dividend Comparison 2026

IBDQ yields 2.77% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $20.9K in total portfolio value
10 years
IBDQ
IBDQ
● Live price
2.77%
Share price
$25.12
Annual div
$0.70
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.9K
Annual income
$331.48
Full IBDQ 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 — IBDQ vs JEPQ

📍 JEPQ 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 PeriodIBDQJEPQ
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, IBDQ + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IBDQ
Annual income on $10K today (after 15% tax)
$235.63/yr
After 10yr DRIP, annual income (after tax)
$281.76/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, JEPQ beats the other by $1,547.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IBDQ: 50%JEPQ: 50%
100% JEPQ50/50100% IBDQ
Portfolio after 10yr
$34.3K
Annual income
$1,242.03/yr
Blended yield
3.62%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IBDQ buys
2
JEPQ buys
0
PoliticianChamberTickerTypeAmountDate
Lindsey Graham🏛 Senate$IBDQ▼ Sell$15,001 - $50,0002025-12-18
Lindsey Graham🏛 Senate$IBDQ▼ Sell$15,001 - $50,0002025-12-18
Lindsey Graham🏛 Senate$IBDQ▲ Buy$15,001 - $50,0002022-06-30
Lindsey Graham🏛 Senate$IBDQ▲ Buy$15,001 - $50,0002022-06-30
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIBDQJEPQ
Forward yield2.77%11.10%
Annual dividend / share$0.70$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.9K$44.8K
Annual income after 10y$331.48$2,152.59
Total dividends collected$3.1K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIBDQ PortfolioIBDQ Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,977$277.22$11,930$1,110.39$953.00JEPQ
2$12,030$284.40$14,133$1,224.34$2.1KJEPQ
3$13,163$291.29$16,632$1,340.46$3.5KJEPQ
4$14,383$297.88$19,454$1,457.97$5.1KJEPQ
5$15,694$304.18$22,626$1,576.08$6.9KJEPQ
6$17,102$310.19$26,175$1,694.09$9.1KJEPQ
7$18,616$315.92$30,133$1,811.32$11.5KJEPQ
8$20,240$321.37$34,531$1,927.17$14.3KJEPQ
9$21,983$326.56$39,403$2,041.08$17.4KJEPQ
10$23,854$331.48$44,787$2,152.59$20.9KJEPQ

IBDQ vs JEPQ: Complete Analysis 2026

IBDQStock

The iShares iBonds Dec 2025 Term Corporate ETF seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds maturing in 2025.This Fund is covered by U.S. Patent Nos. 8,438,100 and 8,655,770.

Full IBDQ 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 IBDQ vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IBDQ vs SCHDIBDQ vs JEPIIBDQ vs OIBDQ vs KOIBDQ vs MAINIBDQ vs XYLDIBDQ vs QYLDIBDQ 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.