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NARI vs JEPQ: Dividend Comparison 2026

NARI yields 2.50% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $21.4K in total portfolio value
10 years
NARI
NARI
● Live price
2.50%
Share price
$79.97
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.4K
Annual income
$293.91
Full NARI 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 — NARI 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 PeriodNARIJEPQ
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, NARI + JEPQ cover 0 of 12 monthsgood coverage

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

NARI
Annual income on $10K today (after 15% tax)
$212.58/yr
After 10yr DRIP, annual income (after tax)
$249.82/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, JEPQ beats the other by $1,579.88/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

NARI: 50%JEPQ: 50%
100% JEPQ50/50100% NARI
Portfolio after 10yr
$34.1K
Annual income
$1,223.25/yr
Blended yield
3.59%
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Analyst Conviction Gap

Where Wall Street is most bullish on NARI right now

NARI
Analyst Ratings
4
Buy
8
Hold
Consensus: Hold
Price Target
$67.56
-15.5% upside vs current
Range: $50.00 — $86.00
Altman Z
11.2
Piotroski
2/9
JEPQ
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NARI buys
0
JEPQ buys
0
No recent congressional trades found for NARI or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNARIJEPQ
Forward yield2.50%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$23.4K$44.8K
Annual income after 10y$293.91$2,152.59
Total dividends collected$2.7K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearNARI PortfolioNARI Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,950$250.09$11,930$1,110.39$980.00JEPQ
2$11,973$255.94$14,133$1,224.34$2.2KJEPQ
3$13,072$261.53$16,632$1,340.46$3.6KJEPQ
4$14,254$266.87$19,454$1,457.97$5.2KJEPQ
5$15,524$271.96$22,626$1,576.08$7.1KJEPQ
6$16,887$276.81$26,175$1,694.09$9.3KJEPQ
7$18,351$281.42$30,133$1,811.32$11.8KJEPQ
8$19,921$285.81$34,531$1,927.17$14.6KJEPQ
9$21,606$289.97$39,403$2,041.08$17.8KJEPQ
10$23,412$293.91$44,787$2,152.59$21.4KJEPQ

NARI vs JEPQ: Complete Analysis 2026

NARIStock

Inari Medical, Inc., a medical device company, develops, manufactures, markets, and sells devices for the interventional treatment of venous diseases in the United States. The company provides ClotTriever, a mechanical thrombectomy system, which is designed to core, capture, and remove large clots from large vessels, as well as for treatment of deep vein thrombosis; and FlowTriever, a large bore catheter-based aspiration and mechanical thrombectomy system, for treatment of pulmonary embolism. It also offers FlowSaver; FlowStasis, a large bore suture retention device designed to address various aspects of venous access site; and FlowTriever 2, a new disk shape designed to capture and remove wall adherent clot and shorten treatment. The company was formerly known as Inceptus Newco1 Inc. and changed its name to Inari Medical, Inc. in September 2013. Inari Medical, Inc. was incorporated in 2011 and is headquartered in Irvine, California.

Full NARI 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.