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JRHIF vs JEPQ: Dividend Comparison 2026

JRHIF yields 4.84% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JRHIF wins by $3.11M in total portfolio value· pulled ahead in Year 3
10 years
JRHIF
JRHIF
● Live price
4.84%
Share price
$642.54
Annual div
$31.13
5Y div CAGR
60.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$3.15M
Annual income
$2,317,331.20
Full JRHIF 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 — JRHIF vs JEPQ

📍 JRHIF 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 PeriodJRHIFJEPQ
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, JRHIF + JEPQ cover 0 of 12 monthsgood coverage

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

JRHIF
Annual income on $10K today (after 15% tax)
$411.82/yr
After 10yr DRIP, annual income (after tax)
$1,969,731.52/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, JRHIF beats the other by $1,967,901.82/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JRHIF: 50%JEPQ: 50%
100% JEPQ50/50100% JRHIF
Portfolio after 10yr
$1.60M
Annual income
$1,159,741.89/yr
Blended yield
72.56%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JRHIF buys
0
JEPQ buys
0
No recent congressional trades found for JRHIF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJRHIFJEPQ
Forward yield4.84%11.10%
Annual dividend / share$31.13$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR60.4%0%
Portfolio after 10y$3.15M$44.8K
Annual income after 10y$2,317,331.20$2,152.59
Total dividends collected$3.05M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJRHIF PortfolioJRHIF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,477$777.14$11,930$1,110.39$453.00JEPQ
2$13,618$1,337.06$14,133$1,224.34$515.00JEPQ
3← crossover$16,949$2,378.15$16,632$1,340.46+$317.00JRHIF
4$22,573$4,437.13$19,454$1,457.97+$3.1KJRHIF
5$33,011$8,858.49$22,626$1,576.08+$10.4KJRHIF
6$54,742$19,420.49$26,175$1,694.09+$28.6KJRHIF
7$106,852$48,277.44$30,133$1,811.32+$76.7KJRHIF
8$255,593$141,261.23$34,531$1,927.17+$221.1KJRHIF
9$780,020$506,535.82$39,403$2,041.08+$740.6KJRHIF
10$3,151,953$2,317,331.20$44,787$2,152.59+$3.11MJRHIF

JRHIF vs JEPQ: Complete Analysis 2026

JRHIFStock

Daiwa Securities Living Investment Corporation (hereinafter referred to as "the Investment Corporation") is listed on the Tokyo Stock Exchange in June 2006 (stock code: 8986) and is located in the metropolitan area and major cities throughout Japan (Sapporo City, Sendai City) It is a rental apartment specialized REIT (REIT) that invests in rental apartments in Nagoya City, Osaka City, Fukuoka City, etc. After the acquisition of Prospect Reit Investment Corporation in July 2010, the Investment Corporation will actively replace properties (acquisition of new properties) with the management ability of the asset management company Daiwa Real Estate Asset Management Co., Ltd. And the sale of existing properties), drastic operation reinforcement (achievement of high occupancy rate), various cost reductions, etc., and we have achieved improvement in distribution. In December 2015, Daiwa Securities Group Inc. (hereinafter referred to as "Daiwa Securities Group Inc.") will acquire additional shares of the asset management company, and the Investment Corporation will bring Daiwa Securities Group Inc. as a new sponsor have become. The Investment Corporation will use its support based on the sponsor-support agreement concluded between the asset management company and the Daiwa Securities Group headquarters to aim for sustainable and stable growth. The Investment Corporation will continue to aim to maximize the profits of its investors. We would like to ask all investors for their continued support and rewards.

Full JRHIF 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.