HomeComparePBFX vs JEPQ

PBFX vs JEPQ: Dividend Comparison 2026

PBFX yields 74.55% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $9.3K in total portfolio value· pulled ahead in Year 7
10 years
PBFX
PBFX
● Live price
74.55%
Share price
$19.90
Annual div
$14.83
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.4K
Annual income
$13.11
Full PBFX 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 — PBFX vs JEPQ

📍 JEPQ pulled ahead of the other in Year 7

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodPBFXJEPQ
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%.
📅

Dividend Calendar Overlap

Combined, PBFX + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
PBFX pays
JEPQ pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

PBFX
Annual income on $10K today (after 15% tax)
$6,336.56/yr
After 10yr DRIP, annual income (after tax)
$11.14/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 $1,818.56/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PBFX: 50%JEPQ: 50%
100% JEPQ50/50100% PBFX
Portfolio after 10yr
$40.1K
Annual income
$1,082.85/yr
Blended yield
2.70%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PBFX right now

PBFX
Analyst Ratings
3
Buy
4
Hold
Consensus: Hold
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)

PBFX buys
0
JEPQ buys
0
No recent congressional trades found for PBFX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPBFXJEPQ
Forward yield74.55%11.10%
Annual dividend / share$14.83$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$35.4K$44.8K
Annual income after 10y$13.11$2,152.59
Total dividends collected$9.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPBFX PortfolioPBFX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$14,427$3,727.39$11,930$1,110.39+$2.5KPBFX
2$17,950$2,512.92$14,133$1,224.34+$3.8KPBFX
3$20,668$1,460.99$16,632$1,340.46+$4.0KPBFX
4$22,901$786.06$19,454$1,457.97+$3.4KPBFX
5$24,911$407.00$22,626$1,576.08+$2.3KPBFX
6$26,861$206.88$26,175$1,694.09+$686.00PBFX
7← crossover$28,846$104.24$30,133$1,811.32$1.3KJEPQ
8$30,917$52.31$34,531$1,927.17$3.6KJEPQ
9$33,108$26.20$39,403$2,041.08$6.3KJEPQ
10$35,438$13.11$44,787$2,152.59$9.3KJEPQ

PBFX vs JEPQ: Complete Analysis 2026

PBFXStock

PBF Logistics LP owns, leases, acquires, develops, and operates crude oil and refined petroleum products terminals, pipelines, storage facilities, and other logistics assets in the United States. It operates in two segments, Transportation and Terminaling; and Storage. The company's assets include the DCR rail terminal, a double loop track with ancillary pumping and unloading equipment; the Toledo Truck Terminal, a crude truck unloading terminal; the DCR West Rack, a heavy crude oil rail unloading facility at the Delaware city refinery; and the Toledo storage facility, which includes a propane storage and loading facility. Its assets also comprise the DCR products pipeline, an interstate petroleum products pipeline; the DCR truck rack, a truck loading rack; the San Joaquin Valley pipeline system and Paulsboro natural gas pipeline; the Toledo rail products facility, a loading and unloading rail facility; the Chalmette truck rack, a truck loading rack facility; the Chalmette rosin yard, a rail yard facility; the Paulsboro lube oil terminal, a lube oil terminal facility; and the Delaware ethanol storage facility, an ethanol storage facility. In addition, the company is involved in receiving, handling, storing, and transferring crude oil, refined products, natural gas, and intermediates. PBF Logistics LP was founded in 2012 and is headquartered in Parsippany, New Jersey.

Full PBFX 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 →
📬

Get this PBFX vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

PBFX vs SCHDPBFX vs JEPIPBFX vs OPBFX vs KOPBFX vs MAINPBFX vs XYLDPBFX vs QYLDPBFX vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.