HomeComparePTBRY vs JEPQ

PTBRY vs JEPQ: Dividend Comparison 2026

PTBRY yields 16.69% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PTBRY wins by $229244.73M in total portfolio value
10 years
PTBRY
PTBRY
● Live price
16.69%
Share price
$11.15
Annual div
$1.86
5Y div CAGR
82.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$229244.78M
Annual income
$222,838,033,300.55
Full PTBRY 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 — PTBRY vs JEPQ

📍 PTBRY 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 PeriodPTBRYJEPQ
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, PTBRY + JEPQ cover 0 of 12 monthsgood coverage

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

PTBRY
Annual income on $10K today (after 15% tax)
$1,418.99/yr
After 10yr DRIP, annual income (after tax)
$189,412,328,305.47/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, PTBRY beats the other by $189,412,326,475.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTBRY: 50%JEPQ: 50%
100% JEPQ50/50100% PTBRY
Portfolio after 10yr
$114622.41M
Annual income
$111,419,017,726.57/yr
Blended yield
97.21%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTBRY buys
0
JEPQ buys
0
No recent congressional trades found for PTBRY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTBRYJEPQ
Forward yield16.69%11.10%
Annual dividend / share$1.86$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR82.5%0%
Portfolio after 10y$229244.78M$44.8K
Annual income after 10y$222,838,033,300.55$2,152.59
Total dividends collected$228805.81M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPTBRY PortfolioPTBRY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$13,747$3,046.66$11,930$1,110.39+$1.8KPTBRY
2$21,852$7,143.32$14,133$1,224.34+$7.7KPTBRY
3$42,750$19,367.71$16,632$1,340.46+$26.1KPTBRY
4$110,366$64,623.94$19,454$1,457.97+$90.9KPTBRY
5$402,653$284,561.22$22,626$1,576.08+$380.0KPTBRY
6$2,201,560$1,770,721.27$26,175$1,694.09+$2.18MPTBRY
7$18,868,783$16,513,114.46$30,133$1,811.32+$18.84MPTBRY
8$261,580,829$241,391,230.71$34,531$1,927.17+$261.55MPTBRY
9$5,987,610,577$5,707,719,089.47$39,403$2,041.08+$5987.57MPTBRY
10$229,244,776,617$222,838,033,300.55$44,787$2,152.59+$229244.73MPTBRY

PTBRY vs JEPQ: Complete Analysis 2026

PTBRYStock

PT Bank Negara Indonesia (Persero) Tbk, together with its subsidiaries, provides various banking products and services in Indonesia, the United States, Europe, and Asia. The company offers current, savings, and money market accounts, and time deposit products. It also provides credit facilities for the purchase of houses, villas, apartments, condominiums, home shops, home offices, and land plots, as well as for construction/renovation, top-up, and refinancing; and pension loans. In addition, the company offers debit and credit cards; SMS, Internet, and phone banking services, as well as automated teller machines; treasury services; transactional banking products, such as payment, collection, liquidity, and information management services; small and long-term loans, which include working capital credit, investment credit, bank guarantee, local letter of credit, and letter of credit; and customer analysis and portfolio management services. Further, it provides facilities for foreign exchange services; investment products, such as government, retail, and company bonds; transaction derivatives; BNIFX, a web-based digital platform to conduct non-physical forex transactions directly with BNI treasury dealers; local currency settlement; and trade finance services, which include export and import LC and non-LC, standby letter of credit, bill collection financing, open account financing, and BNI Trade Online, a digital service to submit requests for trade transactions online. The company serves agriculture, telecommunication, food and beverage, oil and gas, mining, chemicals, construction, electricity, and wholesale and retail. As of December 31, 2021, the company operated 195 domestic branches, 1,097 sub-branches, and 874 other outlets, as well as 5 overseas branches located in Singapore, Hong Kong, Tokyo, London, and Seoul; and 1 representative office in New York. PT Bank Negara Indonesia (Persero) Tbk was founded in 1946 and is headquartered in Jakarta Pusat, Indonesia.

Full PTBRY 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.