HomeCompareOERLF vs JEPQ

OERLF vs JEPQ: Dividend Comparison 2026

OERLF yields 17.84% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $21.9K in total portfolio value
10 years
OERLF
OERLF
● Live price
17.84%
Share price
$5.17
Annual div
$0.92
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.9K
Annual income
$2.03
Full OERLF 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 — OERLF 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 PeriodOERLFJEPQ
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, OERLF + JEPQ cover 0 of 12 monthsgood coverage

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

OERLF
Annual income on $10K today (after 15% tax)
$1,516.42/yr
After 10yr DRIP, annual income (after tax)
$1.73/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 $1,827.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OERLF: 50%JEPQ: 50%
100% JEPQ50/50100% OERLF
Portfolio after 10yr
$33.8K
Annual income
$1,077.30/yr
Blended yield
3.18%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on OERLF right now

OERLF
Analyst Ratings
1
Buy
2
Hold
Consensus: Hold
Altman Z
1.8
Piotroski
6/9
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OERLF buys
0
JEPQ buys
0
No recent congressional trades found for OERLF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOERLFJEPQ
Forward yield17.84%11.10%
Annual dividend / share$0.92$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$22.9K$44.8K
Annual income after 10y$2.03$2,152.59
Total dividends collected$1.9K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearOERLF PortfolioOERLF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,592$892.01$11,930$1,110.39$338.00JEPQ
2$12,887$483.19$14,133$1,224.34$1.2KJEPQ
3$14,040$251.01$16,632$1,340.46$2.6KJEPQ
4$15,150$127.79$19,454$1,457.97$4.3KJEPQ
5$16,275$64.44$22,626$1,576.08$6.4KJEPQ
6$17,447$32.35$26,175$1,694.09$8.7KJEPQ
7$18,684$16.20$30,133$1,811.32$11.4KJEPQ
8$20,000$8.11$34,531$1,927.17$14.5KJEPQ
9$21,404$4.06$39,403$2,041.08$18.0KJEPQ
10$22,905$2.03$44,787$2,152.59$21.9KJEPQ

OERLF vs JEPQ: Complete Analysis 2026

OERLFStock

OC Oerlikon Corporation AG provides advanced materials, surface technologies, processing equipment, and services worldwide. The company operates through two segments, Surface Solutions and Polymer Processing Solutions. The Surface Solutions segment supplies advanced materials and surface technologies for components and tools used in range of industrial applications. The Polymer Processing Solutions segment offers solutions and systems used to manufacture manmade fibers that enable customers to produce synthetic fibers under the Oerlikon Barmag, Oerlikon Neumag, Oerlikon HRSflow, and Oerlikon Nonwoven bands. It also provides friction and wear, corrosion, electrical and thermal effects, electromagnetic effects, dimensional control, and other functional solutions; thermal spray equipment; system platforms; thermal spray coating services; laser cladding; brazing, pack diffusion, conductive fillers, metal or ceramic injection molding, additive manufacturing, laser cladding, plasma transferred arc, and weld hardfacing; and consulting, engineering, life cycle management, and smart plant solutions. The company serves clients in aerospace, automotive, energy, tooling, general, additive manufacturing, manmade fibers, and medical industries. OC Oerlikon Corporation AG was founded in 1907 and is headquartered in Pfäffikon, Switzerland.

Full OERLF 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.