HomeCompareJFRNX vs JEPQ

JFRNX vs JEPQ: Dividend Comparison 2026

JFRNX yields 13.03% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JFRNX wins by $2.4K in total portfolio value
10 years
JFRNX
JFRNX
● Live price
13.03%
Share price
$53.47
Annual div
$6.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.2K
Annual income
$2,929.57
Full JFRNX 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 — JFRNX vs JEPQ

📍 JFRNX 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 PeriodJFRNXJEPQ
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, JFRNX + JEPQ cover 0 of 12 monthsgood coverage

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

JFRNX
Annual income on $10K today (after 15% tax)
$1,107.52/yr
After 10yr DRIP, annual income (after tax)
$2,490.13/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, JFRNX beats the other by $660.43/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JFRNX: 50%JEPQ: 50%
100% JEPQ50/50100% JFRNX
Portfolio after 10yr
$46.0K
Annual income
$2,541.07/yr
Blended yield
5.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JFRNX buys
0
JEPQ buys
0
No recent congressional trades found for JFRNX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJFRNXJEPQ
Forward yield13.03%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$47.2K$44.8K
Annual income after 10y$2,929.57$2,152.59
Total dividends collected$20.9K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJFRNX PortfolioJFRNX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,003$1,302.96$11,930$1,110.39+$73.00JFRNX
2$14,305$1,461.63$14,133$1,224.34+$172.00JFRNX
3$16,934$1,627.97$16,632$1,340.46+$302.00JFRNX
4$19,921$1,801.12$19,454$1,457.97+$467.00JFRNX
5$23,295$1,980.16$22,626$1,576.08+$669.00JFRNX
6$27,090$2,164.11$26,175$1,694.09+$915.00JFRNX
7$31,338$2,352.00$30,133$1,811.32+$1.2KJFRNX
8$36,075$2,542.85$34,531$1,927.17+$1.5KJFRNX
9$41,336$2,735.68$39,403$2,041.08+$1.9KJFRNX
10$47,159$2,929.57$44,787$2,152.59+$2.4KJFRNX

JFRNX vs JEPQ: Complete Analysis 2026

JFRNXStock

The investment seeks long-term growth of capital. 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 JFRNX 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.