HomeCompareJNRFX vs JEPQ

JNRFX vs JEPQ: Dividend Comparison 2026

JNRFX yields 13.36% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JNRFX wins by $3.4K in total portfolio value
10 years
JNRFX
JNRFX
● Live price
13.36%
Share price
$80.22
Annual div
$10.72
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.2K
Annual income
$3,064.36
Full JNRFX 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 — JNRFX vs JEPQ

📍 JNRFX 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 PeriodJNRFXJEPQ
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, JNRFX + JEPQ cover 0 of 12 monthsgood coverage

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

JNRFX
Annual income on $10K today (after 15% tax)
$1,135.82/yr
After 10yr DRIP, annual income (after tax)
$2,604.71/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, JNRFX beats the other by $775.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JNRFX: 50%JEPQ: 50%
100% JEPQ50/50100% JNRFX
Portfolio after 10yr
$46.5K
Annual income
$2,608.47/yr
Blended yield
5.61%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JNRFX buys
0
JEPQ buys
0
No recent congressional trades found for JNRFX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJNRFXJEPQ
Forward yield13.36%11.10%
Annual dividend / share$10.72$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$48.2K$44.8K
Annual income after 10y$3,064.36$2,152.59
Total dividends collected$21.7K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJNRFX PortfolioJNRFX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,036$1,336.26$11,930$1,110.39+$106.00JNRFX
2$14,382$1,503.13$14,133$1,224.34+$249.00JNRFX
3$17,067$1,678.57$16,632$1,340.46+$435.00JNRFX
4$20,124$1,861.67$19,454$1,457.97+$670.00JNRFX
5$23,584$2,051.45$22,626$1,576.08+$958.00JNRFX
6$27,481$2,246.90$26,175$1,694.09+$1.3KJNRFX
7$31,852$2,446.96$30,133$1,811.32+$1.7KJNRFX
8$36,732$2,650.59$34,531$1,927.17+$2.2KJNRFX
9$42,160$2,856.72$39,403$2,041.08+$2.8KJNRFX
10$48,176$3,064.36$44,787$2,152.59+$3.4KJNRFX

JNRFX vs JEPQ: Complete Analysis 2026

JNRFXStock

The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential. It may invest in companies of any size, from larger, well-established companies to smaller, emerging growth companies. The fund may seek to earn additional income through lending its securities to certain qualified broker-dealers and institutions on a short-term or long-term basis, in an amount equal to up to one-third of its total assets as determined at the time of the loan origination.

Full JNRFX 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.