HomeComparePTHR vs JEPQ

PTHR vs JEPQ: Dividend Comparison 2026

PTHR yields 34.97% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PTHR wins by $130.8K in total portfolio value
10 years
PTHR
PTHR
● Live price
34.97%
Share price
$5.72
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$175.6K
Annual income
$26,494.15
Full PTHR 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 — PTHR vs JEPQ

📍 PTHR 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 PeriodPTHRJEPQ
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, PTHR + JEPQ cover 0 of 12 monthsgood coverage

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

PTHR
Annual income on $10K today (after 15% tax)
$2,972.03/yr
After 10yr DRIP, annual income (after tax)
$22,520.03/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, PTHR beats the other by $20,690.33/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 PTHR + JEPQ for your $10,000?

PTHR: 50%JEPQ: 50%
100% JEPQ50/50100% PTHR
Portfolio after 10yr
$110.2K
Annual income
$14,323.36/yr
Blended yield
13.00%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTHR buys
0
JEPQ buys
0
No recent congressional trades found for PTHR or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTHRJEPQ
Forward yield34.97%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$175.6K$44.8K
Annual income after 10y$26,494.15$2,152.59
Total dividends collected$126.6K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPTHR PortfolioPTHR Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$14,197$3,496.50$11,930$1,110.39+$2.3KPTHR
2$19,829$4,639.08$14,133$1,224.34+$5.7KPTHR
3$27,273$6,055.84$16,632$1,340.46+$10.6KPTHR
4$36,967$7,784.29$19,454$1,457.97+$17.5KPTHR
5$49,415$9,860.73$22,626$1,576.08+$26.8KPTHR
6$65,193$12,318.97$26,175$1,694.09+$39.0KPTHR
7$84,946$15,189.12$30,133$1,811.32+$54.8KPTHR
8$109,388$18,496.47$34,531$1,927.17+$74.9KPTHR
9$139,306$22,260.50$39,403$2,041.08+$99.9KPTHR
10$175,552$26,494.15$44,787$2,152.59+$130.8KPTHR

PTHR vs JEPQ: Complete Analysis 2026

PTHRStock

Pono Capital Three, Inc. focuses on effecting a merger, share exchange, share purchase, asset acquisition, reorganization, or similar business combination with one or more businesses. It intends to focus on businesses in the enterprise security and operations applications, cloud-based content and digital streaming services, drone technology and service, artificial intelligence companies, consumer healthcare and wellness, biomedical technology, entertainment/gaming companies, distance learning, online retail, and e-sports companies. The company was incorporated in 2022 and is headquartered in Honolulu, Hawaii.

Full PTHR 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.