HomeCompareIHOTX vs JEPQ

IHOTX vs JEPQ: Dividend Comparison 2026

IHOTX yields 8.07% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $10.7K in total portfolio value
10 years
IHOTX
IHOTX
● Live price
8.07%
Share price
$22.82
Annual div
$1.84
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.1K
Annual income
$1,344.43
Full IHOTX 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 — IHOTX vs JEPQ

📍 JEPQ 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 PeriodIHOTXJEPQ
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, IHOTX + JEPQ cover 0 of 12 monthsgood coverage

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

IHOTX
Annual income on $10K today (after 15% tax)
$685.87/yr
After 10yr DRIP, annual income (after tax)
$1,142.77/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 $686.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IHOTX: 50%JEPQ: 50%
100% JEPQ50/50100% IHOTX
Portfolio after 10yr
$39.5K
Annual income
$1,748.51/yr
Blended yield
4.43%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IHOTX buys
0
JEPQ buys
0
No recent congressional trades found for IHOTX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIHOTXJEPQ
Forward yield8.07%11.10%
Annual dividend / share$1.84$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.1K$44.8K
Annual income after 10y$1,344.43$2,152.59
Total dividends collected$10.8K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIHOTX PortfolioIHOTX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,507$806.91$11,930$1,110.39$423.00JEPQ
2$13,180$867.76$14,133$1,224.34$953.00JEPQ
3$15,032$928.91$16,632$1,340.46$1.6KJEPQ
4$17,074$990.10$19,454$1,457.97$2.4KJEPQ
5$19,320$1,051.05$22,626$1,576.08$3.3KJEPQ
6$21,784$1,111.52$26,175$1,694.09$4.4KJEPQ
7$24,480$1,171.28$30,133$1,811.32$5.7KJEPQ
8$27,424$1,230.14$34,531$1,927.17$7.1KJEPQ
9$30,632$1,287.91$39,403$2,041.08$8.8KJEPQ
10$34,120$1,344.43$44,787$2,152.59$10.7KJEPQ

IHOTX vs JEPQ: Complete Analysis 2026

IHOTXStock

The investment seeks long-term growth of capital. The fund normally invests at least 65% of its net assets in equity securities, including non-dollar securities, of foreign issuers. It may invest in companies domiciled in emerging markets as a percentage of its net assets up to the greater of: (a) 25% or (b) the weight of emerging markets in the MSCI All Country World (ACWI) ex USA Index plus 10%.

Full IHOTX 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.