HomeCompareLDRT vs JEPQ

LDRT vs JEPQ: Dividend Comparison 2026

LDRT yields 3.84% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $20.1K in total portfolio value
10 years
LDRT
LDRT
● Live price
3.84%
Share price
$25.22
Annual div
$0.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.7K
Annual income
$491.33
Full LDRT calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — LDRT vs JEPQ

📍 JEPQ 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 PeriodLDRTJEPQ
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, LDRT + JEPQ cover 0 of 12 monthsgood coverage

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

LDRT
Annual income on $10K today (after 15% tax)
$326.35/yr
After 10yr DRIP, annual income (after tax)
$417.63/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, JEPQ beats the other by $1,511.17/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LDRT: 50%JEPQ: 50%
100% JEPQ50/50100% LDRT
Portfolio after 10yr
$35.7K
Annual income
$1,380.25/yr
Blended yield
3.86%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LDRT buys
0
JEPQ buys
0
No recent congressional trades found for LDRT or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLDRTJEPQ
Forward yield3.84%11.47%
Annual dividend / share$0.97$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.7K$45.8K
Annual income after 10y$491.33$2,269.18
Total dividends collected$4.4K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearLDRT PortfolioLDRT Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,084$383.94$11,967$1,146.53$883.00JEPQ
2$12,258$397.71$14,216$1,268.02$2.0KJEPQ
3$13,527$411.05$16,774$1,392.20$3.2KJEPQ
4$14,897$423.93$19,667$1,518.21$4.8KJEPQ
5$16,377$436.35$22,925$1,645.21$6.5KJEPQ
6$17,971$448.30$26,578$1,772.40$8.6KJEPQ
7$19,689$459.76$30,656$1,899.04$11.0KJEPQ
8$21,538$470.76$35,194$2,024.45$13.7KJEPQ
9$23,527$481.28$40,228$2,148.01$16.7KJEPQ
10$25,665$491.33$45,796$2,269.18$20.1KJEPQ

LDRT vs JEPQ: Complete Analysis 2026

LDRTStock

The iShares iBonds 1-5 Year Treasury Ladder ETF seeks to track the investment results of an index composed of a portfolio of underlying iShares iBonds Treasury ETFs with maturities less than six years.

Full LDRT 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.