HomeComparePRUZX vs JEPQ

PRUZX vs JEPQ: Dividend Comparison 2026

PRUZX yields 10.79% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $4.0K in total portfolio value
10 years
PRUZX
PRUZX
● Live price
10.79%
Share price
$16.09
Annual div
$1.74
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.8K
Annual income
$2,122.40
Full PRUZX 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 — PRUZX 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 PeriodPRUZXJEPQ
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, PRUZX + JEPQ cover 0 of 12 monthsgood coverage

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

PRUZX
Annual income on $10K today (after 15% tax)
$917.34/yr
After 10yr DRIP, annual income (after tax)
$1,804.04/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 $25.66/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PRUZX: 50%JEPQ: 50%
100% JEPQ50/50100% PRUZX
Portfolio after 10yr
$42.8K
Annual income
$2,137.49/yr
Blended yield
4.99%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PRUZX buys
0
JEPQ buys
0
No recent congressional trades found for PRUZX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPRUZXJEPQ
Forward yield10.79%11.10%
Annual dividend / share$1.74$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.8K$44.8K
Annual income after 10y$2,122.40$2,152.59
Total dividends collected$15.9K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPRUZX PortfolioPRUZX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,779$1,079.22$11,930$1,110.39$151.00JEPQ
2$13,792$1,188.08$14,133$1,224.34$341.00JEPQ
3$16,057$1,300.07$16,632$1,340.46$575.00JEPQ
4$18,596$1,414.60$19,454$1,457.97$858.00JEPQ
5$21,429$1,531.07$22,626$1,576.08$1.2KJEPQ
6$24,578$1,648.88$26,175$1,694.09$1.6KJEPQ
7$28,066$1,767.46$30,133$1,811.32$2.1KJEPQ
8$31,916$1,886.24$34,531$1,927.17$2.6KJEPQ
9$36,155$2,004.72$39,403$2,041.08$3.2KJEPQ
10$40,808$2,122.40$44,787$2,152.59$4.0KJEPQ

PRUZX vs JEPQ: Complete Analysis 2026

PRUZXStock

The fund normally invests at least 80% of its investable assets in equity and equity-related and investment-grade debt securities of utility companies. The term "investable assets" refers to the fund's net assets plus any borrowings for investment purposes. The fund's investable assets will be less than its total assets to the extent that it has borrowed money for non-investment purposes, such as to meet anticipated redemptions. It is non-diversified.

Full PRUZX 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.