HomeCompareNWRLY vs JEPQ

NWRLY vs JEPQ: Dividend Comparison 2026

NWRLY yields 218.72% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NWRLY wins by $202.26M in total portfolio value
10 years
NWRLY
NWRLY
● Live price
218.72%
Share price
$0.91
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$202.31M
Annual income
$106,513,156.90
Full NWRLY 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 — NWRLY vs JEPQ

📍 NWRLY 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 PeriodNWRLYJEPQ
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, NWRLY + JEPQ cover 0 of 12 monthsgood coverage

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

NWRLY
Annual income on $10K today (after 15% tax)
$18,591.43/yr
After 10yr DRIP, annual income (after tax)
$90,536,183.37/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, NWRLY beats the other by $90,534,353.66/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NWRLY: 50%JEPQ: 50%
100% JEPQ50/50100% NWRLY
Portfolio after 10yr
$101.18M
Annual income
$53,257,654.74/yr
Blended yield
52.64%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NWRLY buys
0
JEPQ buys
0
No recent congressional trades found for NWRLY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNWRLYJEPQ
Forward yield218.72%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$202.31M$44.8K
Annual income after 10y$106,513,156.90$2,152.59
Total dividends collected$191.57M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearNWRLY PortfolioNWRLY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$32,572$21,872.27$11,930$1,110.39+$20.6KNWRLY
2$101,434$66,582.17$14,133$1,224.34+$87.3KNWRLY
3$302,316$193,781.32$16,632$1,340.46+$285.7KNWRLY
4$863,242$539,764.00$19,454$1,457.97+$843.8KNWRLY
5$2,364,097$1,440,427.54$22,626$1,576.08+$2.34MNWRLY
6$6,216,304$3,686,720.03$26,175$1,694.09+$6.19MNWRLY
7$15,711,343$9,059,898.55$30,133$1,811.32+$15.68MNWRLY
8$38,211,477$21,400,339.25$34,531$1,927.17+$38.18MNWRLY
9$89,528,947$48,642,667.07$39,403$2,041.08+$89.49MNWRLY
10$202,309,130$106,513,156.90$44,787$2,152.59+$202.26MNWRLY

NWRLY vs JEPQ: Complete Analysis 2026

NWRLYStock

New World Department Store China Limited, an investment holding company, owns and operates department stores in the People's Republic of China. The company is also involved in the property investment activities; operation of shopping malls; and provision of management and financing services. As of June 30, 2022, it operated 19 department stores under the New World brand name and 7 department stores and shopping malls under the Ba Li Chun Tian brand name in Mainland China, as well as 5 Love, Original, and Life (LOL) private concept shops. The company was founded in 1993 and is headquartered in Causeway Bay, Hong Kong. New World Department Store China Limited is a subsidiary of New World Development Company Limited.

Full NWRLY 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.