Is PFSEX or JEPQ a better dividend investment in 2026?

PFSEX currently yields 17.99% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: PFSEX offers higher current income.

What is the dividend yield difference between PFSEX and JEPQ?

PFSEX has a forward dividend yield of 17.99% ($2.44/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 6.89 percentage points.

Home › Compare › PFSEX vs JEPQ

PFSEX vs JEPQ: Dividend Comparison 2026

PFSEX yields 17.99% · JEPQ yields 11.10%● Live data

vsPost on X →

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

🏆 PFSEX wins by $19.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

PFSEX

● Live price

17.99%

Share price

$13.57

Annual div

$2.44

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$64.5K

Annual income

$5,402.96

Full PFSEX 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 — PFSEX vs JEPQ

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

Jan

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Feb

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Mar

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Apr

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May

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Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

PFSEX 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.

PFSEX

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

$1,528.94/yr

After 10yr DRIP, annual income (after tax)

$4,592.52/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, PFSEX beats the other by $2,762.81/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 PFSEX + JEPQ for your $10,000?

PFSEX: 50%JEPQ: 50%

100% JEPQ50/50100% PFSEX

Portfolio after 10yr

$54.6K

Annual income

$3,777.77/yr

Blended yield

6.91%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PFSEX buys

JEPQ buys

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

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

MetricPFSEXJEPQ

Forward yield	17.99% ✓	11.10%
Annual dividend / share	$2.44	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$64.5K ✓	$44.8K
Annual income after 10y	$5,402.96 ✓	$2,152.59
Total dividends collected	$34.7K ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	PFSEX Portfolio	PFSEX Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$12,499	$1,798.75	$11,930	$1,110.39	+$569.00 → PFSEX
2	$15,475	$2,101.13	$14,133	$1,224.34	+$1.3K → PFSEX
3	$18,989	$2,431.24	$16,632	$1,340.46	+$2.4K → PFSEX
4	$23,107	$2,788.22	$19,454	$1,457.97	+$3.7K → PFSEX
5	$27,895	$3,170.83	$22,626	$1,576.08	+$5.3K → PFSEX
6	$33,425	$3,577.49	$26,175	$1,694.09	+$7.3K → PFSEX
7	$39,771	$4,006.28	$30,133	$1,811.32	+$9.6K → PFSEX
8	$47,010	$4,455.05	$34,531	$1,927.17	+$12.5K → PFSEX
9	$55,222	$4,921.44	$39,403	$2,041.08	+$15.8K → PFSEX
10	$64,491	$5,402.96	$44,787	$2,152.59	+$19.7K → PFSEX

PFSEX vs JEPQ: Complete Analysis 2026

PFSEX — Stock

The fund seeks to achieve its investment objective by investing more than 80% of the fund's assets in shares of mutual funds or exchange-traded funds advised by J.P. Morgan® Investment Management Inc. ("JP Morgan®"), under normal market circumstances ("JP Morgan® underlying funds"). The Adviser utilizes RiskPro to manage the fund’s volatility as a whole, and to assess the impact of the fund’s investment in JP Morgan® underlying funds and other underlying funds.

Full PFSEX 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.