HomeCompareIHRMF vs JEPQ

IHRMF vs JEPQ: Dividend Comparison 2026

IHRMF yields 2.12% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $22.0K in total portfolio value
10 years
IHRMF
IHRMF
● Live price
2.12%
Share price
$17.57
Annual div
$0.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.8K
Annual income
$242.83
Full IHRMF 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 — IHRMF 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 PeriodIHRMFJEPQ
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, IHRMF + JEPQ cover 0 of 12 monthsgood coverage

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

IHRMF
Annual income on $10K today (after 15% tax)
$180.00/yr
After 10yr DRIP, annual income (after tax)
$206.41/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 $1,623.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IHRMF: 50%JEPQ: 50%
100% JEPQ50/50100% IHRMF
Portfolio after 10yr
$33.8K
Annual income
$1,197.70/yr
Blended yield
3.54%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IHRMF buys
0
JEPQ buys
0
No recent congressional trades found for IHRMF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIHRMFJEPQ
Forward yield2.12%11.10%
Annual dividend / share$0.37$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.8K$44.8K
Annual income after 10y$242.83$2,152.59
Total dividends collected$2.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIHRMF PortfolioIHRMF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,912$211.76$11,930$1,110.39$1.0KJEPQ
2$11,892$215.95$14,133$1,224.34$2.2KJEPQ
3$12,944$219.95$16,632$1,340.46$3.7KJEPQ
4$14,074$223.75$19,454$1,457.97$5.4KJEPQ
5$15,286$227.36$22,626$1,576.08$7.3KJEPQ
6$16,587$230.80$26,175$1,694.09$9.6KJEPQ
7$17,982$234.05$30,133$1,811.32$12.2KJEPQ
8$19,478$237.14$34,531$1,927.17$15.1KJEPQ
9$21,082$240.06$39,403$2,041.08$18.3KJEPQ
10$22,800$242.83$44,787$2,152.59$22.0KJEPQ

IHRMF vs JEPQ: Complete Analysis 2026

IHRMFStock

The investment objective of this Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI Japan Index.

Full IHRMF 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.