Is PHXHF or JEPQ a better dividend investment in 2026?

PHXHF currently yields 6.38% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: JEPQ offers higher current income.

What is the dividend yield difference between PHXHF and JEPQ?

PHXHF has a forward dividend yield of 6.38% ($0.58/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 4.72 percentage points.

Home › Compare › PHXHF vs JEPQ

PHXHF vs JEPQ: Dividend Comparison 2026

PHXHF yields 6.38% · JEPQ yields 11.10%● Live data

vsPost on X →

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

🏆 PHXHF wins by $25373.63M in total portfolio value

INVESTMENT

TIME HORIZON10 years

PHXHF

● Live price

6.38%

Share price

$9.09

Annual div

$0.58

5Y div CAGR

100%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25373.67M

Annual income

$24,631,643,516.55

Full PHXHF 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 — PHXHF vs JEPQ

📍 PHXHF 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	PHXHF	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, PHXHF + 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

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Sep

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Oct

—

Nov

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Dec

—

PHXHF pays

JEPQ pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

PHXHF

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

$542.04/yr

After 10yr DRIP, annual income (after tax)

$20,936,896,989.07/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, PHXHF beats the other by $20,936,895,159.37/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 PHXHF + JEPQ for your $10,000?

PHXHF: 50%JEPQ: 50%

100% JEPQ50/50100% PHXHF

Portfolio after 10yr

$12686.86M

Annual income

$12,315,822,834.57/yr

Blended yield

97.08%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PHXHF buys

JEPQ buys

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

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

MetricPHXHFJEPQ

Forward yield	6.38%	11.10% ✓
Annual dividend / share	$0.58	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	100% ✓	0%
Portfolio after 10y	$25373.67M ✓	$44.8K
Annual income after 10y	$24,631,643,516.55 ✓	$2,152.59
Total dividends collected	$25322.44M ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	PHXHF Portfolio	PHXHF Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$11,975	$1,275.38	$11,930	$1,110.39	+$45.00 → PHXHF
2	$15,668	$2,854.79	$14,133	$1,224.34	+$1.5K → PHXHF
3	$23,747	$6,981.64	$16,632	$1,340.46	+$7.1K → PHXHF
4	$45,187	$19,778.08	$19,454	$1,457.97	+$25.7K → PHXHF
5	$118,696	$70,346.05	$22,626	$1,576.08	+$96.1K → PHXHF
6	$472,393	$345,388.31	$26,175	$1,694.09	+$446.2K → PHXHF
7	$3,074,793	$2,569,331.77	$30,133	$1,811.32	+$3.04M → PHXHF
8	$34,549,266	$31,259,238.09	$34,531	$1,927.17	+$34.51M → PHXHF
9	$693,487,148	$656,519,432.57	$39,403	$2,041.08	+$693.45M → PHXHF
10	$25,373,674,764	$24,631,643,516.55	$44,787	$2,152.59	+$25373.63M → PHXHF

PHXHF vs JEPQ: Complete Analysis 2026

PHXHF — Stock

PHX Energy Services Corp. provides horizontal and directional drilling technology and services to oil and natural gas exploration and development, and production companies in Canada, the United States, Russia, Albania, and the Middle East. It offers Velocity Real-Time System, a ground-breaking technology that offers downhole guidance systems; Atlas Motors, a high-performance drilling motors; PowerDrive Orbit RSS, a rotary steerable system; P-360 Positive Pulse MWD System, a measurement while drilling (MWD) tool; and E-360 EM MWD System, an MWD tool that transmits electric signals through geological formations. The company also provides 360 CV MWD System, a clear vision tool, which surveys inclination and gamma in real-time closer to the bit; 360 RWD System, a resistivity while drilling sub; and North Seeking Gyro that offers real-time QA/QC checks downhole, as well as performance drilling motors. In addition, it provides survey management, gyro surveying, and directional drilling and motor rentals. The company was formerly known as Phoenix Technology Income Fund and changed its name to PHX Energy Services Corp. PHX Energy Services Corp. was founded in 1995 and is headquartered in Calgary, Canada.

Full PHXHF 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.