HomeComparePBHDF vs JEPQ

PBHDF vs JEPQ: Dividend Comparison 2026

PBHDF yields 3.80% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PBHDF wins by $2.43M in total portfolio value· pulled ahead in Year 4
10 years
PBHDF
PBHDF
● Live price
3.80%
Share price
$19.74
Annual div
$0.75
5Y div CAGR
64.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2.48M
Annual income
$1,815,395.23
Full PBHDF 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 — PBHDF vs JEPQ

📍 PBHDF pulled ahead of the other in Year 4

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 PeriodPBHDFJEPQ
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, PBHDF + JEPQ cover 0 of 12 monthsgood coverage

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

PBHDF
Annual income on $10K today (after 15% tax)
$322.95/yr
After 10yr DRIP, annual income (after tax)
$1,543,085.95/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, PBHDF beats the other by $1,541,256.24/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PBHDF: 50%JEPQ: 50%
100% JEPQ50/50100% PBHDF
Portfolio after 10yr
$1.26M
Annual income
$908,773.91/yr
Blended yield
72.13%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PBHDF buys
0
JEPQ buys
0
No recent congressional trades found for PBHDF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPBHDFJEPQ
Forward yield3.80%11.10%
Annual dividend / share$0.75$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR64.2%0%
Portfolio after 10y$2.48M$44.8K
Annual income after 10y$1,815,395.23$2,152.59
Total dividends collected$2.39M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPBHDF PortfolioPBHDF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,324$623.86$11,930$1,110.39$606.00JEPQ
2$13,201$1,084.10$14,133$1,224.34$932.00JEPQ
3$16,064$1,939.37$16,632$1,340.46$568.00JEPQ
4← crossover$20,810$3,621.68$19,454$1,457.97+$1.4KPBHDF
5$29,467$7,199.82$22,626$1,576.08+$6.8KPBHDF
6$47,174$15,644.67$26,175$1,694.09+$21.0KPBHDF
7$88,911$38,435.01$30,133$1,811.32+$58.8KPBHDF
8$206,301$111,165.44$34,531$1,927.17+$171.8KPBHDF
9$616,566$395,824.41$39,403$2,041.08+$577.2KPBHDF
10$2,475,121$1,815,395.23$44,787$2,152.59+$2.43MPBHDF

PBHDF vs JEPQ: Complete Analysis 2026

PBHDFStock

Paramount Bed Holdings Co., Ltd. manufactures and sells hospital and nursing care beds worldwide. The company offers mattresses and equipment for medical treatment and nursing care environments; and home care products. It also engages in the inspection and maintenance of Paramount bed products; and leasing and wholesale of welfare care products. The company was founded in 1947 and is headquartered in Tokyo, Japan.

Full PBHDF 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.