HomeComparePTR vs JEPQ

PTR vs JEPQ: Dividend Comparison 2026

PTR yields 141.03% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PTR wins by $1108676527629713.38M in total portfolio value
10 years
PTR
PTR
● Live price
141.03%
Share price
$46.85
Annual div
$66.07
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1108676527629713.38M
Annual income
$1,107,168,408,114,150,900,000.00
Full PTR calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — PTR vs JEPQ

📍 PTR 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 PeriodPTRJEPQ
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, PTR + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PTR
Annual income on $10K today (after 15% tax)
$11,987.67/yr
After 10yr DRIP, annual income (after tax)
$941,093,146,897,028,200,000.00/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, PTR beats the other by $941,093,146,897,028,200,000.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTR: 50%JEPQ: 50%
100% JEPQ50/50100% PTR
Portfolio after 10yr
$554338263814856.69M
Annual income
$553,584,204,057,075,450,000.00/yr
Blended yield
99.86%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PTR right now

PTR
Analyst Ratings
9
Buy
5
Hold
5
Sell
Consensus: Buy
JEPQ
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTR buys
0
JEPQ buys
0
No recent congressional trades found for PTR or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTRJEPQ
Forward yield141.03%11.47%
Annual dividend / share$66.07$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$1108676527629713.38M$45.8K
Annual income after 10y$1,107,168,408,114,150,900,000.00$2,269.18
Total dividends collected$1108577630390651.25M$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPTR PortfolioPTR Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$38,906$28,206.28$11,967$1,146.53+$26.9KPTR
2$246,751$205,121.70$14,216$1,268.02+$232.5KPTR
3$2,695,656$2,431,631.92$16,774$1,392.20+$2.68MPTR
4$52,537,736$49,653,384.24$19,667$1,518.21+$52.52MPTR
5$1,865,062,934$1,808,847,556.85$22,925$1,645.21+$1865.04MPTR
6$122,020,232,514$120,024,615,174.29$26,578$1,772.40+$122020.21MPTR
7$14,808,156,554,778$14,677,594,905,988.31$30,656$1,899.04+$14808156.52MPTR
8$3,345,277,608,141,887$3,329,432,880,628,274.00$35,194$2,024.45+$3345277608.11MPTR
9$1,409,457,491,179,751,400$1,405,878,044,139,039,500.00$40,228$2,148.01+$1409457491179.71MPTR
10$1,108,676,527,629,713,400,000$1,107,168,408,114,150,900,000.00$45,796$2,269.18+$1108676527629713.38MPTR

PTR vs JEPQ: Complete Analysis 2026

PTRStock

PetroChina Company Limited, together with its subsidiaries, engages in a range of petroleum related products, services, and activities in Mainland China and internationally. It operates through Exploration and Production, Refining and Chemicals, Marketing, and Natural Gas and Pipeline segments. The Exploration and Production segment engages in the exploration, development, production, and marketing of crude oil and natural gas. The Refining and Chemicals segment refines crude oil and petroleum products; and produces and markets primary petrochemical products, derivative petrochemical products, and other chemical products. The Marketing segment is involved in marketing of refined products and trading business. The Natural Gas and Pipeline segment engages in the transmission of natural gas, crude oil, and refined products; and sale of natural gas. As of December 31, 2021, the company had a total length of 26,076 km, including 17,329 km of natural gas pipelines, 7,340 km of crude oil pipelines, and 1,407 km of refined product pipelines. The company is also involved in the exploration, development, and production of oil sands and coalbed methane; trading of crude oil and petrochemical products; storage, chemical engineering, storage facilities, service station, and transportation facilities and related businesses; and production and sales of basic and derivative chemical, and other chemical products. The company was founded in 1999 and is headquartered in Beijing, the People's Republic of China. PetroChina Company Limited is a subsidiary of China National Petroleum Corporation.

Full PTR 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.