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PTIR vs JEPQ: Dividend Comparison 2026

PTIR yields 9.49% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $7.3K in total portfolio value
10 years
PTIR
PTIR
● Live price
9.49%
Share price
$16.37
Annual div
$1.55
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.5K
Annual income
$1,724.34
Full PTIR 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 — PTIR 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 PeriodPTIRJEPQ
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, PTIR + JEPQ cover 0 of 12 monthsgood coverage

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

PTIR
Annual income on $10K today (after 15% tax)
$806.53/yr
After 10yr DRIP, annual income (after tax)
$1,465.69/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 $364.01/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTIR: 50%JEPQ: 50%
100% JEPQ50/50100% PTIR
Portfolio after 10yr
$41.1K
Annual income
$1,938.46/yr
Blended yield
4.71%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTIR buys
0
JEPQ buys
0
No recent congressional trades found for PTIR or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTIRJEPQ
Forward yield9.49%11.10%
Annual dividend / share$1.55$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$37.5K$44.8K
Annual income after 10y$1,724.34$2,152.59
Total dividends collected$13.4K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPTIR PortfolioPTIR Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,649$948.86$11,930$1,110.39$281.00JEPQ
2$13,497$1,033.01$14,133$1,224.34$636.00JEPQ
3$15,561$1,118.62$16,632$1,340.46$1.1KJEPQ
4$17,855$1,205.26$19,454$1,457.97$1.6KJEPQ
5$20,398$1,292.51$22,626$1,576.08$2.2KJEPQ
6$23,205$1,379.95$26,175$1,694.09$3.0KJEPQ
7$26,297$1,467.20$30,133$1,811.32$3.8KJEPQ
8$29,692$1,553.90$34,531$1,927.17$4.8KJEPQ
9$33,410$1,639.71$39,403$2,041.08$6.0KJEPQ
10$37,473$1,724.34$44,787$2,152.59$7.3KJEPQ

PTIR vs JEPQ: Complete Analysis 2026

PTIRStock

The Fund seeks daily investment results, before fees and expenses, of 2 times (200%) the daily percentage change of the common stock of Palantir Technologies Inc, (NASDAQ: PLTR) There is no guarantee that the Fund will meet its stated objective. The fund should not be expected to provide 2 times the cumulative return of PLTR for periods greater than a day.

Full PTIR 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.