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ITDC vs JEPQ: Dividend Comparison 2026

ITDC yields 2.06% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $23.1K in total portfolio value
10 years
ITDC
ITDC
● Live price
2.06%
Share price
$33.35
Annual div
$0.69
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$235.55
Full ITDC calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — ITDC 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 PeriodITDCJEPQ
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, ITDC + JEPQ cover 0 of 12 monthsgood coverage

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

ITDC
Annual income on $10K today (after 15% tax)
$175.23/yr
After 10yr DRIP, annual income (after tax)
$200.22/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, JEPQ beats the other by $1,728.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ITDC: 50%JEPQ: 50%
100% JEPQ50/50100% ITDC
Portfolio after 10yr
$34.3K
Annual income
$1,252.36/yr
Blended yield
3.66%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ITDC buys
0
JEPQ buys
0
No recent congressional trades found for ITDC or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricITDCJEPQ
Forward yield2.06%11.47%
Annual dividend / share$0.69$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.7K$45.8K
Annual income after 10y$235.55$2,269.18
Total dividends collected$2.2K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearITDC PortfolioITDC Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,906$206.15$11,967$1,146.53$1.1KJEPQ
2$11,880$210.13$14,216$1,268.02$2.3KJEPQ
3$12,925$213.91$16,774$1,392.20$3.8KJEPQ
4$14,047$217.51$19,667$1,518.21$5.6KJEPQ
5$15,252$220.93$22,925$1,645.21$7.7KJEPQ
6$16,544$224.18$26,578$1,772.40$10.0KJEPQ
7$17,929$227.26$30,656$1,899.04$12.7KJEPQ
8$19,414$230.17$35,194$2,024.45$15.8KJEPQ
9$21,006$232.94$40,228$2,148.01$19.2KJEPQ
10$22,712$235.55$45,796$2,269.18$23.1KJEPQ

ITDC vs JEPQ: Complete Analysis 2026

ITDCStock

iShares LifePath Target Date 2035 ETF seeks to provide retirement outcomes through exposure to a broad portfolio of ETFs which adjusts its allocation as it approaches its target date.

Full ITDC 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.