HomeCompareITDJ vs JEPQ

ITDJ vs JEPQ: Dividend Comparison 2026

ITDJ yields 1.43% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $24.1K in total portfolio value
10 years
ITDJ
ITDJ
● Live price
1.43%
Share price
$28.60
Annual div
$0.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.7K
Annual income
$157.18
Full ITDJ 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 — ITDJ 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 PeriodITDJJEPQ
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, ITDJ + JEPQ cover 0 of 12 monthsgood coverage

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

ITDJ
Annual income on $10K today (after 15% tax)
$121.76/yr
After 10yr DRIP, annual income (after tax)
$133.60/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 $1,795.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ITDJ: 50%JEPQ: 50%
100% JEPQ50/50100% ITDJ
Portfolio after 10yr
$33.8K
Annual income
$1,213.18/yr
Blended yield
3.59%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ITDJ buys
0
JEPQ buys
0
No recent congressional trades found for ITDJ or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricITDJJEPQ
Forward yield1.43%11.47%
Annual dividend / share$0.41$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.7K$45.8K
Annual income after 10y$157.18$2,269.18
Total dividends collected$1.5K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearITDJ PortfolioITDJ Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,843$143.25$11,967$1,146.53$1.1KJEPQ
2$11,747$145.17$14,216$1,268.02$2.5KJEPQ
3$12,717$146.98$16,774$1,392.20$4.1KJEPQ
4$13,756$148.70$19,667$1,518.21$5.9KJEPQ
5$14,869$150.33$22,925$1,645.21$8.1KJEPQ
6$16,062$151.86$26,578$1,772.40$10.5KJEPQ
7$17,339$153.31$30,656$1,899.04$13.3KJEPQ
8$18,708$154.68$35,194$2,024.45$16.5KJEPQ
9$20,173$155.97$40,228$2,148.01$20.1KJEPQ
10$21,742$157.18$45,796$2,269.18$24.1KJEPQ

ITDJ vs JEPQ: Complete Analysis 2026

ITDJStock

iShares LifePath Target Date 2070 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 ITDJ 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.