HomeComparePHOJY vs JEPQ

PHOJY vs JEPQ: Dividend Comparison 2026

PHOJY yields 9.05% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PHOJY wins by $227053.60M in total portfolio value
10 years
PHOJY
PHOJY
● Live price
9.05%
Share price
$22.09
Annual div
$2.00
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$227053.65M
Annual income
$222,336,151,974.69
Full PHOJY 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 — PHOJY vs JEPQ

📍 PHOJY 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 PeriodPHOJYJEPQ
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, PHOJY + JEPQ cover 0 of 12 monthsgood coverage

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

PHOJY
Annual income on $10K today (after 15% tax)
$769.58/yr
After 10yr DRIP, annual income (after tax)
$188,985,729,178.49/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, PHOJY beats the other by $188,985,727,348.79/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 PHOJY + JEPQ for your $10,000?

PHOJY: 50%JEPQ: 50%
100% JEPQ50/50100% PHOJY
Portfolio after 10yr
$113526.85M
Annual income
$111,168,077,063.64/yr
Blended yield
97.92%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PHOJY buys
0
JEPQ buys
0
No recent congressional trades found for PHOJY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPHOJYJEPQ
Forward yield9.05%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$227053.65M$44.8K
Annual income after 10y$222,336,151,974.69$2,152.59
Total dividends collected$226733.20M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPHOJY PortfolioPHOJY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,511$1,810.78$11,930$1,110.39+$581.00PHOJY
2$17,621$4,234.45$14,133$1,224.34+$3.5KPHOJY
3$30,002$11,147.79$16,632$1,340.46+$13.4KPHOJY
4$67,580$35,477.96$19,454$1,457.97+$48.1KPHOJY
5$221,684$149,372.85$22,626$1,576.08+$199.1KPHOJY
6$1,153,067$915,864.84$26,175$1,694.09+$1.13MPHOJY
7$10,138,043$8,904,261.91$30,133$1,811.32+$10.11MPHOJY
8$157,181,254$146,333,547.66$34,531$1,927.17+$157.15MPHOJY
9$4,408,875,972$4,240,692,030.29$39,403$2,041.08+$4408.84MPHOJY
10$227,053,649,265$222,336,151,974.69$44,787$2,152.59+$227053.60MPHOJY

PHOJY vs JEPQ: Complete Analysis 2026

PHOJYStock

Public Joint-Stock Company PhosAgro, together with its subsidiaries, engages in the production and distribution of apatite concentrate and mineral fertilizers in Russia and internationally. It operates in two segments, Phosphate-Based Products and Nitrogen-Based Products. The Phosphate-Based Products segment produces and distributes ammophos, diammoniumphosphate, sodium tripolyphosphate, and other phosphate based and complex fertilizers; and apatite concentrate extracted from the apatite-nepheline ore. The Nitrogen-Based Products segment is involved in the production and distribution of ammonia, ammonium nitrate, and urea. It also offers feed phosphates; phosphate rock; and industrial products, such as syenite alkali aluminum concentrate, titanomagnetite concentrate, nepheline concentrate, aegirine concentrate, oleum, sulphuric acid, sodiumsilicofluoride, aluminum fluoride, nitric acid, and ammonia solution. Public Joint-Stock Company PhosAgro was incorporated in 2001 and is headquartered in Moscow, the Russian Federation.

Full PHOJY 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.