HomeComparePHPMF vs JEPQ

PHPMF vs JEPQ: Dividend Comparison 2026

PHPMF yields 6.16% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $22.0K in total portfolio value
10 years
PHPMF
PHPMF
● Live price
6.16%
Share price
$910.00
Annual div
$56.09
5Y div CAGR
-23.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.8K
Annual income
$46.96
Full PHPMF 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 — PHPMF 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 PeriodPHPMFJEPQ
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, PHPMF + JEPQ cover 0 of 12 monthsgood coverage

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

PHPMF
Annual income on $10K today (after 15% tax)
$523.96/yr
After 10yr DRIP, annual income (after tax)
$39.92/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 $1,789.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PHPMF: 50%JEPQ: 50%
100% JEPQ50/50100% PHPMF
Portfolio after 10yr
$33.8K
Annual income
$1,099.77/yr
Blended yield
3.26%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PHPMF buys
0
JEPQ buys
0
No recent congressional trades found for PHPMF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPHPMFJEPQ
Forward yield6.16%11.10%
Annual dividend / share$56.09$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-23.8%0%
Portfolio after 10y$22.8K$44.8K
Annual income after 10y$46.96$2,152.59
Total dividends collected$2.0K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPHPMF PortfolioPHPMF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,170$469.71$11,930$1,110.39$760.00JEPQ
2$12,325$373.63$14,133$1,224.34$1.8KJEPQ
3$13,482$293.61$16,632$1,340.46$3.1KJEPQ
4$14,654$228.71$19,454$1,457.97$4.8KJEPQ
5$15,857$177.04$22,626$1,576.08$6.8KJEPQ
6$17,103$136.43$26,175$1,694.09$9.1KJEPQ
7$18,405$104.79$30,133$1,811.32$11.7KJEPQ
8$19,774$80.31$34,531$1,927.17$14.8KJEPQ
9$21,220$61.45$39,403$2,041.08$18.2KJEPQ
10$22,752$46.96$44,787$2,152.59$22.0KJEPQ

PHPMF vs JEPQ: Complete Analysis 2026

PHPMFStock

Philip Morris CR a.s., through its subsidiary, Philip Morris Slovakia s.r.o., produces, sells, distributes, and markets tobacco products in the Czech Republic and the Slovak Republic. The company also distributes smoke-free tobacco products under the HEETS name; IQOS tobacco heating systems; IQOS VEEV electronic cigarettes; VEEV pods, an e-vapor product; and the Fiit and lil tobacco heating systems, and related accessories, as well as cigarettes. It provides its tobacco products primarily under the Marlboro, L&M, Philip Morris, Petra Klasik, Sparta, and Chesterfield brands. The company was formerly known as Tabák, a.s. and changed its name to Philip Morris CR a.s. in November 2000. The company was founded in 1812 and is headquartered in Prague, the Czech Republic. Philip Morris CR a.s. operates as a subsidiary of Philip Morris Holland Holdings B.V.

Full PHPMF 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.