HomeComparePHXE vs JEPQ

PHXE vs JEPQ: Dividend Comparison 2026

PHXE yields 383000.00% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PHXE wins by $3.2463382004483215e+32M in total portfolio value
10 years
PHXE
PHXE
● Live price
383000.00%
Share price
$0.00
Annual div
$0.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$3.2463382004483215e+32M
Annual income
$324,467,168,339,715,920,000,000,000,000,000,000,000.00
Full PHXE calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — PHXE vs JEPQ

📍 PHXE 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 PeriodPHXEJEPQ
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%.
📅

Dividend Calendar Overlap

Combined, PHXE + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
PHXE pays
JEPQ pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

PHXE
Annual income on $10K today (after 15% tax)
$32,555,000.00/yr
After 10yr DRIP, annual income (after tax)
$275,797,093,088,758,540,000,000,000,000,000,000,000.00/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, PHXE beats the other by $275,797,093,088,758,540,000,000,000,000,000,000,000.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PHXE: 50%JEPQ: 50%
100% JEPQ50/50100% PHXE
Portfolio after 10yr
$1.6231691002241607e+32M
Annual income
$162,233,584,169,857,960,000,000,000,000,000,000,000.00/yr
Blended yield
99.95%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PHXE buys
0
JEPQ buys
0
No recent congressional trades found for PHXE or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPHXEJEPQ
Forward yield383000.00%11.47%
Annual dividend / share$0.04$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$3.2463382004483215e+32M$45.8K
Annual income after 10y$324,467,168,339,715,920,000,000,000,000,000,000,000.00$2,269.18
Total dividends collected$3.2462291270615575e+32M$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPHXE PortfolioPHXE Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$38,310,700$38,300,000.00$11,967$1,146.53+$38.30MPHXE
2$137,171,815,813$137,130,823,364.49$14,216$1,268.02+$137171.80MPHXE
3$459,023,579,298,114$458,876,805,455,193.50$16,774$1,392.20+$459023579.28MPHXE
4$1,435,592,052,677,347,600$1,435,100,897,447,498,500.00$19,667$1,518.21+$1435592052677.33MPHXE
5$4,196,176,225,675,497,700,000$4,194,640,142,179,133,000,000.00$22,925$1,645.21+$4196176225675497.50MPHXE
6$11,463,143,869,450,386,000,000,000$11,458,653,960,888,912,000,000,000.00$26,578$1,772.40+$11463143869450385408.00MPHXE
7$29,267,248,623,290,380,000,000,000,000$29,254,983,059,350,066,000,000,000,000.00$30,656$1,899.04+$2.9267248623290377e+22MPHXE
8$69,837,552,899,941,400,000,000,000,000,000$69,806,236,943,914,470,000,000,000,000,000.00$35,194$2,024.45+$6.983755289994139e+25MPHXE
9$155,749,257,118,024,060,000,000,000,000,000,000$155,674,530,936,421,130,000,000,000,000,000,000.00$40,228$2,148.01+$1.5574925711802406e+29MPHXE
10$324,633,820,044,832,170,000,000,000,000,000,000,000$324,467,168,339,715,920,000,000,000,000,000,000,000.00$45,796$2,269.18+$3.2463382004483215e+32MPHXE

PHXE vs JEPQ: Complete Analysis 2026

PHXEStock

Phoenix Energy One, LLC is a leading energy company specializing in oil production, mineral rights acquisitions, and non-operating working interests. Founded in 2019, it operates across major basins in North America, with a vertically integrated approach focusing on direct drilling, royalty acquisition, and non-operated working interests. The company aims to support America’s energy independence with innovative and operational excellence strategies.

Full PHXE 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.