HomeComparePLFRF vs JEPQ

PLFRF vs JEPQ: Dividend Comparison 2026

PLFRF yields 2.62% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PLFRF wins by $215.82M in total portfolio value· pulled ahead in Year 4
10 years
PLFRF
PLFRF
● Live price
2.62%
Share price
$40.23
Annual div
$1.05
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$215.87M
Annual income
$201,112,861.11
Full PLFRF 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 — PLFRF vs JEPQ

📍 PLFRF pulled ahead of the other in Year 4

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 PeriodPLFRFJEPQ
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, PLFRF + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PLFRF
Annual income on $10K today (after 15% tax)
$222.54/yr
After 10yr DRIP, annual income (after tax)
$170,945,931.94/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, PLFRF beats the other by $170,944,102.24/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PLFRF: 50%JEPQ: 50%
100% JEPQ50/50100% PLFRF
Portfolio after 10yr
$107.96M
Annual income
$100,557,506.85/yr
Blended yield
93.15%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PLFRF buys
0
JEPQ buys
0
No recent congressional trades found for PLFRF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPLFRFJEPQ
Forward yield2.62%11.10%
Annual dividend / share$1.05$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$215.87M$44.8K
Annual income after 10y$201,112,861.11$2,152.59
Total dividends collected$214.75M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPLFRF PortfolioPLFRF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,224$523.61$11,930$1,110.39$706.00JEPQ
2$13,108$1,098.48$14,133$1,224.34$1.0KJEPQ
3$16,423$2,397.91$16,632$1,340.46$209.00JEPQ
4← crossover$23,189$5,615.75$19,454$1,457.97+$3.7KPLFRF
5$39,633$14,820.77$22,626$1,576.08+$17.0KPLFRF
6$89,754$47,347.25$26,175$1,694.09+$63.6KPLFRF
7$296,458$200,421.00$30,133$1,811.32+$266.3KPLFRF
8$1,554,576$1,237,366.26$34,531$1,927.17+$1.52MPLFRF
9$13,791,518$12,128,121.79$39,403$2,041.08+$13.75MPLFRF
10$215,869,786$201,112,861.11$44,787$2,152.59+$215.82MPLFRF

PLFRF vs JEPQ: Complete Analysis 2026

PLFRFStock

Palfinger AG produces and sells crane and lifting solutions worldwide. It offers loader cranes, timber and recycling cranes, knuckle boom cranes, telescopic cranes, stiff boom cranes, winches and offshore equipment, offshore cranes, davit systems, boats, wind cranes, hooklifts, access platforms, tail lifts, passenger lifts, mobile cranes, truck mounted forklifts, railway systems, rope access, bridge inspection units, skiploaders, and lifesaving equipment. The company also provides contract manufacturing services. It serves construction and infrastructure, transport and logistics, railways, waste management and recycling, forestry, state institutions, offshore, wind, cruise, navy and coast guard, aquaculture and fisheries, and trade and transport industries. The company provides its products and services through a network of approximately 5,000 service centers in 130 countries; and 200 independent general importers. Palfinger AG was founded in 1932 and is headquartered in Bergheim, Austria. Palfinger AG is a subsidiary of The Palfinger Family.

Full PLFRF 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.