HomeComparePTRA vs JEPQ

PTRA vs JEPQ: Dividend Comparison 2026

PTRA yields 2985.07% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PTRA wins by $433539968075.07M in total portfolio value
10 years
PTRA
PTRA
● Live price
2985.07%
Share price
$0.07
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$433539968075.12M
Annual income
$406,736,225,519,142,500.00
Full PTRA 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 — PTRA vs JEPQ

📍 PTRA 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 PeriodPTRAJEPQ
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%.
📅

Dividend Calendar Overlap

Combined, PTRA + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PTRA
Annual income on $10K today (after 15% tax)
$253,731.34/yr
After 10yr DRIP, annual income (after tax)
$345,725,791,691,271,200.00/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, PTRA beats the other by $345,725,791,691,269,300.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTRA: 50%JEPQ: 50%
100% JEPQ50/50100% PTRA
Portfolio after 10yr
$216769984037.58M
Annual income
$203,368,112,759,572,350.00/yr
Blended yield
93.82%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PTRA right now

PTRA
Analyst Ratings
2
Buy
4
Hold
1
Sell
Consensus: Hold
Price Target
$7.00
+10347.8% upside vs current
Range: $7.00 — $7.00
Altman Z
-2.8
Piotroski
4/9
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)

PTRA buys
0
JEPQ buys
0
No recent congressional trades found for PTRA or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTRAJEPQ
Forward yield2985.07%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$433539968075.12M$44.8K
Annual income after 10y$406,736,225,519,142,500.00$2,152.59
Total dividends collected$431686299125.80M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPTRA PortfolioPTRA Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$309,207$298,507.46$11,930$1,110.39+$297.3KPTRA
2$8,957,089$8,626,236.93$14,133$1,224.34+$8.94MPTRA
3$243,120,454$233,536,368.64$16,632$1,340.46+$243.10MPTRA
4$6,184,279,490$5,924,140,604.30$19,454$1,457.97+$6184.26MPTRA
5$147,451,722,719$140,834,543,664.57$22,626$1,576.08+$147451.70MPTRA
6$3,296,013,356,428$3,138,240,013,119.13$26,175$1,694.09+$3296013.33MPTRA
7$69,087,118,460,072$65,560,384,168,694.19$30,133$1,811.32+$69087118.43MPTRA
8$1,358,221,282,082,432$1,284,298,065,330,154.50$34,531$1,927.17+$1358221282.05MPTRA
9$25,050,226,687,827,436$23,596,929,915,999,230.00$39,403$2,041.08+$25050226687.79MPTRA
10$433,539,968,075,117,900$406,736,225,519,142,500.00$44,787$2,152.59+$433539968075.07MPTRA

PTRA vs JEPQ: Complete Analysis 2026

PTRAStock

Proterra Inc. provides commercial vehicles in the United States, the European Union, Canada, Australia, and Japan. It operates through Proterra Powered and Energy and Proterra Transit business units. The Proterra Powered and Energy business unit designs, develops, manufactures, sells, and integrates battery systems and electrification solutions into vehicles for commercial vehicle OEM customers serving delivery trucks, school buses, coach buses, construction and mining equipment, and other applications. It also provides turnkey fleet-scale, high-power charging solutions and software services, ranging from fleet and energy management software-as-a-service to fleet planning, hardware, infrastructure, installation, utility engagement, and charging optimization. The Proterra Transit business unit designs, develops, manufactures, and sells electric transit buses as an OEM for North American public transit agencies, airports, universities, and other commercial transit fleets. Proterra Inc. was incorporated in 2004 and is headquartered in Burlingame, California.

Full PTRA 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.