Is OTRA or JEPQ a better dividend investment in 2026?

OTRA currently yields 20.18% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: OTRA offers higher current income.

What is the dividend yield difference between OTRA and JEPQ?

OTRA has a forward dividend yield of 20.18% ($2.00/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 9.08 percentage points.

Home › Compare › OTRA vs JEPQ

OTRA vs JEPQ: Dividend Comparison 2026

OTRA yields 20.18% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 OTRA wins by $29.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

OTRA

● Live price

20.18%

Share price

$9.91

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$73.8K

Annual income

$6,870.54

Full OTRA calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — OTRA vs JEPQ

📍 OTRA 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 Period	OTRA	JEPQ
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, OTRA + JEPQ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

OTRA 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.

OTRA

Annual income on $10K today (after 15% tax)

$1,715.44/yr

After 10yr DRIP, annual income (after tax)

$5,839.96/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, OTRA beats the other by $4,010.26/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 OTRA + JEPQ for your $10,000?

OTRA: 50%JEPQ: 50%

100% JEPQ50/50100% OTRA

Portfolio after 10yr

$59.3K

Annual income

$4,511.56/yr

Blended yield

7.61%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on OTRA right now

OTRA

Analyst Ratings

Buy

Consensus: Buy

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)

OTRA buys

JEPQ buys

No recent congressional trades found for OTRA or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricOTRAJEPQ

Forward yield	20.18% ✓	11.10%
Annual dividend / share	$2.00	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$73.8K ✓	$44.8K
Annual income after 10y	$6,870.54 ✓	$2,152.59
Total dividends collected	$42.2K ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	OTRA Portfolio	OTRA Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$12,718	$2,018.16	$11,930	$1,110.39	+$788.00 → OTRA
2	$16,007	$2,398.82	$14,133	$1,224.34	+$1.9K → OTRA
3	$19,949	$2,821.67	$16,632	$1,340.46	+$3.3K → OTRA
4	$24,632	$3,286.51	$19,454	$1,457.97	+$5.2K → OTRA
5	$30,149	$3,792.52	$22,626	$1,576.08	+$7.5K → OTRA
6	$36,598	$4,338.23	$26,175	$1,694.09	+$10.4K → OTRA
7	$44,081	$4,921.63	$30,133	$1,811.32	+$13.9K → OTRA
8	$52,707	$5,540.19	$34,531	$1,927.17	+$18.2K → OTRA
9	$62,588	$6,190.94	$39,403	$2,041.08	+$23.2K → OTRA
10	$73,839	$6,870.54	$44,787	$2,152.59	+$29.1K → OTRA

OTRA vs JEPQ: Complete Analysis 2026

OTRA — Stock

As of May 19, 2022, OTR Acquisition Corp. was acquired by Comera Life Sciences Holdings, Inc., in a reverse merger transaction. OTR Acquisition Corp. does not have significant operations. It focuses on effecting a merger, share exchange, asset acquisition, stock purchase, recapitalization, reorganization, or other business combination with one or more businesses or entities. The company was incorporated in 2020 and is based in Miami, Florida.

Full OTRA Calculator →

JEPQ — ETF

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.