HomeCompareLTSRF vs JEPQ

LTSRF vs JEPQ: Dividend Comparison 2026

LTSRF yields 197.24% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 LTSRF wins by $110.12M in total portfolio value
10 years
LTSRF
LTSRF
● Live price
197.24%
Share price
$1.01
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$110.16M
Annual income
$55,153,151.13
Full LTSRF 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 — LTSRF vs JEPQ

📍 LTSRF 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 PeriodLTSRFJEPQ
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, LTSRF + JEPQ cover 0 of 12 monthsgood coverage

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

LTSRF
Annual income on $10K today (after 15% tax)
$16,765.29/yr
After 10yr DRIP, annual income (after tax)
$46,880,178.46/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, LTSRF beats the other by $46,878,348.76/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LTSRF: 50%JEPQ: 50%
100% JEPQ50/50100% LTSRF
Portfolio after 10yr
$55.10M
Annual income
$27,577,651.85/yr
Blended yield
50.05%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LTSRF buys
0
JEPQ buys
0
No recent congressional trades found for LTSRF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricLTSRFJEPQ
Forward yield197.24%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$110.16M$44.8K
Annual income after 10y$55,153,151.13$2,152.59
Total dividends collected$103.73M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearLTSRF PortfolioLTSRF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$30,424$19,723.87$11,930$1,110.39+$18.5KLTSRF
2$88,635$56,081.89$14,133$1,224.34+$74.5KLTSRF
3$247,537$152,697.47$16,632$1,340.46+$230.9KLTSRF
4$663,414$398,548.79$19,454$1,457.97+$644.0KLTSRF
5$1,708,108$998,254.83$22,626$1,576.08+$1.69MLTSRF
6$4,229,760$2,402,085.00$26,175$1,694.09+$4.20MLTSRF
7$10,084,951$5,559,107.99$30,133$1,811.32+$10.05MLTSRF
8$23,178,276$12,387,378.34$34,531$1,927.17+$23.14MLTSRF
9$51,408,187$26,607,431.55$39,403$2,041.08+$51.37MLTSRF
10$110,159,911$55,153,151.13$44,787$2,152.59+$110.12MLTSRF

LTSRF vs JEPQ: Complete Analysis 2026

LTSRFStock

Lotus Resources Limited explores for, develops, and evaluates mineral properties in Australia and Africa. The company holds an 85% interest in the Kayelekera uranium project located in Malawi, Africa; and the Livingstonia project located in northern Malawi, southern Africa. The company was formerly known as Hylea Metals Limited and changed its name to Lotus Resources Limited in August 2019. Lotus Resources Limited was incorporated in 2006 and is based in Perth, Australia.

Full LTSRF 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.