Is INVRF or JEPQ a better dividend investment in 2026?

INVRF currently yields 1012.15% with a 5% 5-year dividend growth rate. JEPQ yields 11.47% with 5% growth. The better choice depends on your goal: INVRF offers higher current income.

What is the dividend yield difference between INVRF and JEPQ?

INVRF has a forward dividend yield of 1012.15% ($2.00/share annually). JEPQ yields 11.47% ($6.16/share annually). The yield gap is 1000.68 percentage points.

Home › Compare › INVRF vs JEPQ

INVRF vs JEPQ: Dividend Comparison 2026

INVRF yields 1012.15% · JEPQ yields 11.47%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 INVRF wins by $20937476.50M in total portfolio value

INVESTMENT

TIME HORIZON10 years

INVRF

● Live price

1012.15%

Share price

$0.20

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$20937476.54M

Annual income

$17,530,369,411,858.64

Full INVRF calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.47%

Share price

$53.77

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$45.8K

Annual income

$2,269.18

Full JEPQ calculator →

Portfolio growth — INVRF vs JEPQ

📍 INVRF 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 Period	INVRF	JEPQ
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, INVRF + JEPQ cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

—

Jul

—

Aug

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Sep

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Oct

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Nov

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Dec

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INVRF 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.

INVRF

Annual income on $10K today (after 15% tax)

$86,032.39/yr

After 10yr DRIP, annual income (after tax)

$14,900,814,000,079.84/yr

JEPQ

Annual income on $10K today (after 15% tax)

$974.55/yr

After 10yr DRIP, annual income (after tax)

$1,928.80/yr

At 15% tax rate, INVRF beats the other by $14,900,813,998,151.04/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

INVRF: 50%JEPQ: 50%

100% JEPQ50/50100% INVRF

Portfolio after 10yr

$10468738.29M

Annual income

$8,765,184,707,063.91/yr

Blended yield

83.73%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

INVRF buys

JEPQ buys

No recent congressional trades found for INVRF or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricINVRFJEPQ

Forward yield	1012.15% ✓	11.47%
Annual dividend / share	$2.00	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$20937476.54M ✓	$45.8K
Annual income after 10y	$17,530,369,411,858.64 ✓	$2,269.18
Total dividends collected	$20677585.76M ✓	$17.1K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	INVRF Portfolio	INVRF Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$111,915	$101,214.57	$11,967	$1,146.53	+$99.9K → INVRF
2	$1,178,383	$1,058,634.22	$14,216	$1,268.02	+$1.16M → INVRF
3	$11,678,331	$10,417,461.39	$16,774	$1,392.20	+$11.66M → INVRF
4	$108,983,636	$96,487,821.83	$19,667	$1,518.21	+$108.96M → INVRF
5	$958,141,783	$841,529,292.47	$22,925	$1,645.21	+$958.12M → INVRF
6	$7,939,602,895	$6,914,391,186.81	$26,578	$1,772.40	+$7939.58M → INVRF
7	$62,042,871,545	$53,547,496,447.51	$30,656	$1,899.04	+$62042.84M → INVRF
8	$457,450,470,126	$391,064,597,573.52	$35,194	$2,024.45	+$457450.43M → INVRF
9	$3,184,212,271,265	$2,694,740,268,229.93	$40,228	$2,148.01	+$3184212.23M → INVRF
10	$20,937,476,542,112	$17,530,369,411,858.64	$45,796	$2,269.18	+$20937476.50M → INVRF

INVRF vs JEPQ: Complete Analysis 2026

INVRF — Stock

Inverite Insights Inc. provides AI-driven software focusing on real-time financial data that empowers business lenders and financial institutions to transact with consumers for data enrichment, identify-KYC, risk management, and compliance. The company operates a cloud-based transactional and Risk Model as a Service (RMaaS) platform; and offers open banking and consumer-directed finance solutions comprising banking verification solutions to the financial services industry for income verification, credit decisioning, fraud reduction, and know-your client/anti-money laundering purposes. It also provides B2B solutions, such as ID verification, risk score, micro check, and bank verification. The company was formerly known as Marble Financial Inc. and changed its name to Inverite Insights Inc. in January 2024. Inverite Insights Inc. was incorporated in 2015 and is headquartered in Vancouver, Canada.

Full INVRF 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.