HomeComparePFHD vs JEPQ

PFHD vs JEPQ: Dividend Comparison 2026

PFHD yields 6.98% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $13.1K in total portfolio value
10 years
PFHD
PFHD
● Live price
6.98%
Share price
$28.65
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.7K
Annual income
$1,087.59
Full PFHD 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 — PFHD 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 PeriodPFHDJEPQ
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, PFHD + JEPQ cover 0 of 12 monthsgood coverage

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

PFHD
Annual income on $10K today (after 15% tax)
$593.37/yr
After 10yr DRIP, annual income (after tax)
$924.45/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 $905.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PFHD: 50%JEPQ: 50%
100% JEPQ50/50100% PFHD
Portfolio after 10yr
$38.3K
Annual income
$1,620.08/yr
Blended yield
4.23%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PFHD right now

PFHD
Analyst Ratings
1
Buy
4
Hold
Consensus: Hold
Price Target
$25.00
-12.7% upside vs current
Range: $25.00 — $25.00
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)

PFHD buys
0
JEPQ buys
0
No recent congressional trades found for PFHD or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPFHDJEPQ
Forward yield6.98%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$31.7K$44.8K
Annual income after 10y$1,087.59$2,152.59
Total dividends collected$9.0K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPFHD PortfolioPFHD Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,398$698.08$11,930$1,110.39$532.00JEPQ
2$12,940$743.62$14,133$1,224.34$1.2KJEPQ
3$14,634$788.96$16,632$1,340.46$2.0KJEPQ
4$16,493$833.92$19,454$1,457.97$3.0KJEPQ
5$18,525$878.33$22,626$1,576.08$4.1KJEPQ
6$20,744$922.05$26,175$1,694.09$5.4KJEPQ
7$23,161$964.94$30,133$1,811.32$7.0KJEPQ
8$25,790$1,006.89$34,531$1,927.17$8.7KJEPQ
9$28,643$1,047.80$39,403$2,041.08$10.8KJEPQ
10$31,735$1,087.59$44,787$2,152.59$13.1KJEPQ

PFHD vs JEPQ: Complete Analysis 2026

PFHDStock

Professional Holding Corp. operates primarily through its subsidiary, Professional Bank, provides banking products and services to small and medium sized businesses, other professionals, and entrepreneurs. Its deposit products include checking, NOW, savings, and money market accounts, as well as IRAs and certificates of deposit. The company's lending products comprise commercial loans, residential mortgage loans, home equity lines of credit, installment loans, and consumer lines of credit. It also offers online/digital and mobile banking services, as well as cash management and treasury management services. The company operates through a network of eleven locations in the regional areas of Miami, Broward, and Palm Beach counties, as well as has a digital innovation center located in Cleveland, Ohio and a loan production office in St. Pete, Florida, Jacksonville, and Bedford, New Hampshire. Professional Holding Corp. was founded in 2008 and is headquartered in Coral Gables, Florida.

Full PFHD 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.