HomeCompareIVTJF vs JEPQ

IVTJF vs JEPQ: Dividend Comparison 2026

IVTJF yields 6.75% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IVTJF wins by $189.5K in total portfolio value· pulled ahead in Year 3
10 years
IVTJF
IVTJF
● Live price
6.75%
Share price
$7.49
Annual div
$0.51
5Y div CAGR
34.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$234.3K
Annual income
$93,971.18
Full IVTJF 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 — IVTJF vs JEPQ

📍 IVTJF pulled ahead of the other in Year 3

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 PeriodIVTJFJEPQ
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, IVTJF + JEPQ cover 0 of 12 monthsgood coverage

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

IVTJF
Annual income on $10K today (after 15% tax)
$573.71/yr
After 10yr DRIP, annual income (after tax)
$79,875.50/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, IVTJF beats the other by $78,045.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IVTJF: 50%JEPQ: 50%
100% JEPQ50/50100% IVTJF
Portfolio after 10yr
$139.5K
Annual income
$48,061.88/yr
Blended yield
34.44%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IVTJF buys
0
JEPQ buys
0
No recent congressional trades found for IVTJF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVTJFJEPQ
Forward yield6.75%11.10%
Annual dividend / share$0.51$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR34.6%0%
Portfolio after 10y$234.3K$44.8K
Annual income after 10y$93,971.18$2,152.59
Total dividends collected$196.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIVTJF PortfolioIVTJF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,608$908.49$11,930$1,110.39$322.00JEPQ
2$13,748$1,326.65$14,133$1,224.34$385.00JEPQ
3← crossover$16,686$1,976.39$16,632$1,340.46+$54.00IVTJF
4$20,872$3,017.64$19,454$1,457.97+$1.4KIVTJF
5$27,081$4,748.22$22,626$1,576.08+$4.5KIVTJF
6$36,727$7,749.91$26,175$1,694.09+$10.6KIVTJF
7$52,519$13,221.24$30,133$1,811.32+$22.4KIVTJF
8$79,978$23,782.94$34,531$1,927.17+$45.4KIVTJF
9$131,137$45,559.81$39,403$2,041.08+$91.7KIVTJF
10$234,287$93,971.18$44,787$2,152.59+$189.5KIVTJF

IVTJF vs JEPQ: Complete Analysis 2026

IVTJFStock

Investec Group provides various financial products and services in the United Kingdom South Africa, and internationally. The company offers wealth and investment products and services, including portfolio management, discretionary wealth management, financial planning, stockbroking/execution, pensions and retirement, and investment advisory services for private clients, charities, pension funds and trusts. It also provides specialist banking products and services comprising private banking products, such as lending, savings, foreign exchange, private capital, and transactional banking services; corporate and investment banking products, including lending, advisory, hedging, cash deposits and savings, and equity placement services to government, institutions, corporates, and intermediaries. Investec Group was founded in 1974 and is based in Sandton, South Africa.

Full IVTJF 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.