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IDAT vs JEPQ: Dividend Comparison 2026

IDAT yields 100.99% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IDAT wins by $4.01M in total portfolio value
10 years
IDAT
IDAT
● Live price
100.99%
Share price
$36.73
Annual div
$37.10
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$4.06M
Annual income
$1,376,089.29
Full IDAT 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 — IDAT vs JEPQ

📍 IDAT 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 PeriodIDATJEPQ
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, IDAT + JEPQ cover 0 of 12 monthsgood coverage

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

IDAT
Annual income on $10K today (after 15% tax)
$8,584.25/yr
After 10yr DRIP, annual income (after tax)
$1,169,675.90/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, IDAT beats the other by $1,167,846.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IDAT: 50%JEPQ: 50%
100% JEPQ50/50100% IDAT
Portfolio after 10yr
$2.05M
Annual income
$689,120.94/yr
Blended yield
33.61%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IDAT buys
0
JEPQ buys
0
No recent congressional trades found for IDAT or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIDATJEPQ
Forward yield100.99%11.10%
Annual dividend / share$37.10$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$4.06M$44.8K
Annual income after 10y$1,376,089.29$2,152.59
Total dividends collected$3.63M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIDAT PortfolioIDAT Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$20,799$10,099.12$11,930$1,110.39+$8.9KIDAT
2$41,886$19,631.11$14,133$1,224.34+$27.8KIDAT
3$81,766$36,947.64$16,632$1,340.46+$65.1KIDAT
4$154,896$67,406.87$19,454$1,457.97+$135.4KIDAT
5$285,080$119,340.98$22,626$1,576.08+$262.5KIDAT
6$510,309$205,272.87$26,175$1,694.09+$484.1KIDAT
7$889,441$343,410.65$30,133$1,811.32+$859.3KIDAT
8$1,511,091$559,389.35$34,531$1,927.17+$1.48MIDAT
9$2,505,053$888,186.15$39,403$2,041.08+$2.47MIDAT
10$4,056,497$1,376,089.29$44,787$2,152.59+$4.01MIDAT

IDAT vs JEPQ: Complete Analysis 2026

IDATStock

The iShares Future Cloud 5G and Tech ETF seeks to track the investment results of an index composed of companies from developed and emerging markets that could benefit from providing products, services, and technologies related to cloud computing and 5G.

Full IDAT 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.