HomeCompareJARTX vs JEPQ

JARTX vs JEPQ: Dividend Comparison 2026

JARTX yields 15.57% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JARTX wins by $10.7K in total portfolio value
10 years
JARTX
JARTX
● Live price
15.57%
Share price
$44.74
Annual div
$6.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$55.4K
Annual income
$4,066.70
Full JARTX 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 — JARTX vs JEPQ

📍 JARTX 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 PeriodJARTXJEPQ
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, JARTX + JEPQ cover 0 of 12 monthsgood coverage

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

JARTX
Annual income on $10K today (after 15% tax)
$1,323.63/yr
After 10yr DRIP, annual income (after tax)
$3,456.69/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, JARTX beats the other by $1,626.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JARTX: 50%JEPQ: 50%
100% JEPQ50/50100% JARTX
Portfolio after 10yr
$50.1K
Annual income
$3,109.64/yr
Blended yield
6.21%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JARTX buys
0
JEPQ buys
0
No recent congressional trades found for JARTX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJARTXJEPQ
Forward yield15.57%11.10%
Annual dividend / share$6.97$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$55.4K$44.8K
Annual income after 10y$4,066.70$2,152.59
Total dividends collected$27.4K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJARTX PortfolioJARTX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,257$1,557.21$11,930$1,110.39+$327.00JARTX
2$14,899$1,783.83$14,133$1,224.34+$766.00JARTX
3$17,968$2,026.45$16,632$1,340.46+$1.3KJARTX
4$21,510$2,284.05$19,454$1,457.97+$2.1KJARTX
5$25,571$2,555.39$22,626$1,576.08+$2.9KJARTX
6$30,200$2,839.10$26,175$1,694.09+$4.0KJARTX
7$35,448$3,133.70$30,133$1,811.32+$5.3KJARTX
8$41,367$3,437.59$34,531$1,927.17+$6.8KJARTX
9$48,012$3,749.14$39,403$2,041.08+$8.6KJARTX
10$55,440$4,066.70$44,787$2,152.59+$10.7KJARTX

JARTX vs JEPQ: Complete Analysis 2026

JARTXStock

The fund pursues its investment objective by normally investing primarily in a core group of 30-40 common stocks selected for their growth potential. It may invest in companies of any size, but will invest primarily in larger, well-established companies. The fund may also invest in foreign securities, which may include investments in emerging markets. It is non-diversified.

Full JARTX 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.