HomeCompareJREIF vs JEPQ

JREIF vs JEPQ: Dividend Comparison 2026

JREIF yields 3.46% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JREIF wins by $1.03M in total portfolio value· pulled ahead in Year 4
10 years
JREIF
JREIF
● Live price
3.46%
Share price
$852.67
Annual div
$29.50
5Y div CAGR
60.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1.08M
Annual income
$718,840.44
Full JREIF 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 — JREIF vs JEPQ

📍 JREIF pulled ahead of the other in Year 4

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 PeriodJREIFJEPQ
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, JREIF + JEPQ cover 0 of 12 monthsgood coverage

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

JREIF
Annual income on $10K today (after 15% tax)
$294.05/yr
After 10yr DRIP, annual income (after tax)
$611,014.37/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, JREIF beats the other by $609,184.67/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JREIF: 50%JEPQ: 50%
100% JEPQ50/50100% JREIF
Portfolio after 10yr
$562.0K
Annual income
$360,496.51/yr
Blended yield
64.15%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JREIF buys
0
JEPQ buys
0
No recent congressional trades found for JREIF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJREIFJEPQ
Forward yield3.46%11.10%
Annual dividend / share$29.50$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR60.5%0%
Portfolio after 10y$1.08M$44.8K
Annual income after 10y$718,840.44$2,152.59
Total dividends collected$1.02M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJREIF PortfolioJREIF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,255$555.24$11,930$1,110.39$675.00JEPQ
2$12,981$937.41$14,133$1,224.34$1.2KJEPQ
3$15,511$1,621.66$16,632$1,340.46$1.1KJEPQ
4← crossover$19,503$2,906.65$19,454$1,457.97+$49.00JREIF
5$26,351$5,482.20$22,626$1,576.08+$3.7KJREIF
6$39,306$11,110.44$26,175$1,694.09+$13.1KJREIF
7$66,916$24,859.14$30,133$1,811.32+$36.8KJREIF
8$135,083$63,482.46$34,531$1,927.17+$100.6KJREIF
9$336,765$192,226.75$39,403$2,041.08+$297.4KJREIF
10$1,079,179$718,840.44$44,787$2,152.59+$1.03MJREIF

JREIF vs JEPQ: Complete Analysis 2026

JREIFStock

JRE shall invest in specified assets, primarily consisting of real estate assets and asset related securities which mainly invests in real estate assets with the goals of stable growth in value over a medium-to-long term period.

Full JREIF 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.