HomeCompareJFNAX vs QYLD

JFNAX vs QYLD: Dividend Comparison 2026

JFNAX yields 4.73% · QYLD yields 11.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JFNAX wins by $1.9K in total portfolio value
10 years
JFNAX
JFNAX
● Live price
4.73%
Share price
$75.91
Annual div
$3.59
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.3K
Annual income
$641.07
Full JFNAX calculator →
QYLD
Global X Nasdaq 100 Covered Call ETF
● Live price
11.92%
Share price
$17.15
Annual div
$2.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.4K
Annual income
$5,659.31
Full QYLD calculator →

Portfolio growth — JFNAX vs QYLD

📍 JFNAX 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 PeriodJFNAXQYLD
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, JFNAX + QYLD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JFNAX pays
QYLD pays
Both pay
Neither
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Tax Bracket Optimizer

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

JFNAX
Annual income on $10K today (after 15% tax)
$402.41/yr
After 10yr DRIP, annual income (after tax)
$544.91/yr
QYLD
Annual income on $10K today (after 15% tax)
$1,013.51/yr
After 10yr DRIP, annual income (after tax)
$4,810.41/yr
At 15% tax rate, QYLD beats the other by $4,265.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JFNAX + QYLD for your $10,000?

JFNAX: 50%QYLD: 50%
100% QYLD50/50100% JFNAX
Portfolio after 10yr
$26.3K
Annual income
$3,150.19/yr
Blended yield
11.96%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JFNAX buys
0
QYLD buys
0
No recent congressional trades found for JFNAX or QYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJFNAXQYLD
Forward yield4.73%11.92%
Annual dividend / share$3.59$2.04
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.3K$25.4K
Annual income after 10y$641.07$5,659.31
Total dividends collected$5.6K$27.1K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: JFNAX vs QYLD ($10,000, DRIP)

YearJFNAX PortfolioJFNAX Income/yrQYLD PortfolioQYLD Income/yrGap
1← crossover$11,173$473.43$10,352$1,192.36+$821.00JFNAX
2$12,450$494.37$10,830$1,347.57+$1.6KJFNAX
3$13,836$514.82$11,460$1,539.07+$2.4KJFNAX
4$15,340$534.71$12,275$1,777.84+$3.1KJFNAX
5$16,967$554.03$13,323$2,078.95+$3.6KJFNAX
6$18,728$572.73$14,667$2,463.34+$4.1KJFNAX
7$20,629$590.79$16,396$2,960.57+$4.2KJFNAX
8$22,682$608.21$18,631$3,612.97+$4.1KJFNAX
9$24,894$624.97$21,548$4,482.15+$3.3KJFNAX
10$27,278$641.07$25,398$5,659.31+$1.9KJFNAX

JFNAX vs QYLD: Complete Analysis 2026

JFNAXStock

The investment seeks long-term growth of capital. The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies that the portfolio managers believe have a life science orientation. In the fund's pursuit of companies with a life science orientation, the fund has a fundamental policy to normally invest at least 25% of its total assets in securities of companies that are categorized in the "life sciences" sector.

Full JFNAX Calculator →

QYLDETF

The Global X Nasdaq 100 Covered Call ETF (QYLD) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe Nasdaq-100 BuyWrite V2 Index.

Full QYLD 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.