HomeCompareJEPQ vs DRI

JEPQ vs DRI: Dividend Comparison 2026

JEPQ yields 11.47% · DRI yields 3.02%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DRI wins by $432.30M in total portfolio value· pulled ahead in Year 3
10 years
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 →
DRI
DRI
● Live price
3.02%
Share price
$195.05
Annual div
$5.90
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$432.34M
Annual income
$406,525,727.38
Full DRI calculator →

Portfolio growth — JEPQ vs DRI

📍 DRI 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 PeriodJEPQDRI
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, JEPQ + DRI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
DRI
Annual income on $10K today (after 15% tax)
$257.11/yr
After 10yr DRIP, annual income (after tax)
$345,546,868.27/yr
At 15% tax rate, DRI beats the other by $345,544,939.47/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JEPQ: 50%DRI: 50%
100% DRI50/50100% JEPQ
Portfolio after 10yr
$216.19M
Annual income
$203,263,998.28/yr
Blended yield
94.02%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on DRI right now

JEPQ
No analyst data
DRI
Analyst Ratings
38
Buy
20
Hold
1
Sell
Consensus: Buy
Price Target
$225.33
+15.5% upside vs current
Range: $200.00 — $265.00
Altman Z
2.4
Piotroski
7/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JEPQ buys
1
DRI buys
0
PoliticianChamberTickerTypeAmountDate
Robert J. Wittman🏢 House$JEPQ▲ Buy$1,001 - $15,0002022-09-27
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJEPQDRI
Forward yield11.47%3.02%
Annual dividend / share$6.16$5.90
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%100%
Portfolio after 10y$45.8K$432.34M
Annual income after 10y$2,269.18$406,525,727.38
Total dividends collected$17.1K$430.43M
Payment frequencymonthlyquarterly
SectorETFConsumer Discretionary

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

YearJEPQ PortfolioJEPQ Income/yrDRI PortfolioDRI Income/yrGap
1$11,967$1,146.53$11,305$604.97+$662.00JEPQ
2$14,216$1,268.02$13,375$1,278.36+$841.00JEPQ
3← crossover$16,774$1,392.20$17,138$2,826.91$364.00DRI
4$19,667$1,518.21$25,108$6,770.65$5.4KDRI
5$22,925$1,645.21$45,407$18,541.07$22.5KDRI
6$26,578$1,772.40$111,259$62,674.02$84.7KDRI
7$30,656$1,899.04$406,092$287,044.64$375.4KDRI
8$35,194$2,024.45$2,392,840$1,958,321.72$2.36MDRI
9$40,228$2,148.01$24,128,817$21,568,477.53$24.09MDRI
10$45,796$2,269.18$432,343,561$406,525,727.38$432.30MDRI

JEPQ vs DRI: Complete Analysis 2026

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 →

DRIConsumer Discretionary

Darden Restaurants, Inc., through its subsidiaries, owns and operates full-service restaurants in the United States and Canada. As of May 29, 2022, it owned and operated 1,867 restaurants, which included 884 under the Olive Garden brand, 546 under the LongHorn Steakhouse brand name, 172 under the Cheddar's Scratch Kitchen brand, 85 under the Yard House brand name, 62 under The Capital Grille brand, 45 under the Seasons 52 brand name, 42 under the Bahama Breeze brand, 28 under the Eddie V's Prime Seafood brand name, and 3 under the Capital Burger brand; and franchised 60 restaurants comprising 35 under the Olive Garden brand, 18 under the LongHorn Steakhouse brand name, 4 under the Cheddar's Scratch Kitchen brand, 2 under The Capital Grille brand name, and 1 under the Bahama Breeze brand.Darden Restaurants, Inc. was founded in 1968 and is based in Orlando, Florida.

Full DRI 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.