HomeCompareITDH vs JEPQ

ITDH vs JEPQ: Dividend Comparison 2026

ITDH yields 1.68% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $23.7K in total portfolio value
10 years
ITDH
ITDH
● Live price
1.68%
Share price
$35.95
Annual div
$0.60
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.1K
Annual income
$186.99
Full ITDH 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 — ITDH vs JEPQ

📍 JEPQ pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodITDHJEPQ
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%.
📅

Dividend Calendar Overlap

Combined, ITDH + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
ITDH pays
JEPQ pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

ITDH
Annual income on $10K today (after 15% tax)
$142.58/yr
After 10yr DRIP, annual income (after tax)
$158.94/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 $1,769.86/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ITDH: 50%JEPQ: 50%
100% JEPQ50/50100% ITDH
Portfolio after 10yr
$34.0K
Annual income
$1,228.08/yr
Blended yield
3.62%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ITDH buys
0
JEPQ buys
0
No recent congressional trades found for ITDH or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricITDHJEPQ
Forward yield1.68%11.47%
Annual dividend / share$0.60$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.1K$45.8K
Annual income after 10y$186.99$2,269.18
Total dividends collected$1.8K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearITDH PortfolioITDH Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,868$167.74$11,967$1,146.53$1.1KJEPQ
2$11,799$170.37$14,216$1,268.02$2.4KJEPQ
3$12,798$172.87$16,774$1,392.20$4.0KJEPQ
4$13,869$175.24$19,667$1,518.21$5.8KJEPQ
5$15,017$177.48$22,925$1,645.21$7.9KJEPQ
6$16,248$179.60$26,578$1,772.40$10.3KJEPQ
7$17,567$181.61$30,656$1,899.04$13.1KJEPQ
8$18,980$183.50$35,194$2,024.45$16.2KJEPQ
9$20,494$185.30$40,228$2,148.01$19.7KJEPQ
10$22,115$186.99$45,796$2,269.18$23.7KJEPQ

ITDH vs JEPQ: Complete Analysis 2026

ITDHStock

iShares LifePath Target Date 2060 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 ITDH 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 →
📬

Get this ITDH vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

ITDH vs SCHDITDH vs JEPIITDH vs OITDH vs KOITDH vs MAINITDH vs XYLDITDH vs QYLDITDH vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.