Is IWR or JEPQ a better dividend investment in 2026?

IWR currently yields 1.28% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: JEPQ offers higher current income.

What is the dividend yield difference between IWR and JEPQ?

IWR has a forward dividend yield of 1.28% ($1.24/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 9.82 percentage points.

Home › Compare › IWR vs JEPQ

IWR vs JEPQ: Dividend Comparison 2026

IWR yields 1.28% · JEPQ yields 11.10%● Live data

vsPost on X →

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

🏆 JEPQ wins by $23.3K in total portfolio value

INVESTMENT

TIME HORIZON10 years

IWR

● Live price

1.28%

Share price

$97.23

Annual div

$1.24

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$21.5K

Annual income

$138.69

Full IWR calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — IWR 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 Period	IWR	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, IWR + 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

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Jul

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Aug

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Sep

—

Oct

—

Nov

—

Dec

—

IWR 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.

IWR

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

$108.52/yr

After 10yr DRIP, annual income (after tax)

$117.89/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, JEPQ beats the other by $1,711.82/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 IWR + JEPQ for your $10,000?

IWR: 50%JEPQ: 50%

100% JEPQ50/50100% IWR

Portfolio after 10yr

$33.1K

Annual income

$1,145.64/yr

Blended yield

3.46%

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IWR buys

JEPQ buys

Politician	Chamber	Ticker	Type	Amount	Date
Harold Dallas Rogers	🏢 House	$IWR	▼ Sell	$1,001 - $15,000	2022-03-30
Harold Dallas Rogers	🏢 House	$IWR	▼ Sell	$1,001 - $15,000	2021-03-25

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

MetricIWRJEPQ

Forward yield	1.28%	11.10% ✓
Annual dividend / share	$1.24	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$21.5K	$44.8K ✓
Annual income after 10y	$138.69	$2,152.59 ✓
Total dividends collected	$1.3K	$16.3K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	IWR Portfolio	IWR Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$10,828	$127.67	$11,930	$1,110.39	$1.1K → JEPQ
2	$11,715	$129.20	$14,133	$1,224.34	$2.4K → JEPQ
3	$12,665	$130.64	$16,632	$1,340.46	$4.0K → JEPQ
4	$13,684	$132.00	$19,454	$1,457.97	$5.8K → JEPQ
5	$14,775	$133.29	$22,626	$1,576.08	$7.9K → JEPQ
6	$15,944	$134.50	$26,175	$1,694.09	$10.2K → JEPQ
7	$17,196	$135.64	$30,133	$1,811.32	$12.9K → JEPQ
8	$18,536	$136.72	$34,531	$1,927.17	$16.0K → JEPQ
9	$19,971	$137.74	$39,403	$2,041.08	$19.4K → JEPQ
10	$21,508	$138.69	$44,787	$2,152.59	$23.3K → JEPQ

IWR vs JEPQ: Complete Analysis 2026

IWR — Stock

The iShares Russell Mid-Cap ETF seeks to track the investment results of an index composed of mid-capitalization U.S. equities.

Full IWR 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.