HomeComparePTRS vs JEPQ

PTRS vs JEPQ: Dividend Comparison 2026

PTRS yields 2.24% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PTRS wins by $43.0K in total portfolio value· pulled ahead in Year 8
10 years
PTRS
PTRS
● Live price
2.24%
Share price
$7.15
Annual div
$0.16
5Y div CAGR
44.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$87.8K
Annual income
$27,836.84
Full PTRS 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 — PTRS vs JEPQ

📍 PTRS pulled ahead of the other in Year 8

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 PeriodPTRSJEPQ
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, PTRS + JEPQ cover 0 of 12 monthsgood coverage

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

PTRS
Annual income on $10K today (after 15% tax)
$190.21/yr
After 10yr DRIP, annual income (after tax)
$23,661.31/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, PTRS beats the other by $21,831.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTRS: 50%JEPQ: 50%
100% JEPQ50/50100% PTRS
Portfolio after 10yr
$66.3K
Annual income
$14,994.71/yr
Blended yield
22.62%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTRS buys
0
JEPQ buys
0
No recent congressional trades found for PTRS or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTRSJEPQ
Forward yield2.24%11.10%
Annual dividend / share$0.16$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR44.9%0%
Portfolio after 10y$87.8K$44.8K
Annual income after 10y$27,836.84$2,152.59
Total dividends collected$61.8K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPTRS PortfolioPTRS Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,024$324.25$11,930$1,110.39$906.00JEPQ
2$12,280$484.08$14,133$1,224.34$1.9KJEPQ
3$13,870$730.22$16,632$1,340.46$2.8KJEPQ
4$15,958$1,116.88$19,454$1,457.97$3.5KJEPQ
5$18,815$1,740.16$22,626$1,576.08$3.8KJEPQ
6$22,910$2,778.47$26,175$1,694.09$3.3KJEPQ
7$29,096$4,581.64$30,133$1,811.32$1.0KJEPQ
8← crossover$39,012$7,879.58$34,531$1,927.17+$4.5KPTRS
9$56,050$14,307.27$39,403$2,041.08+$16.6KPTRS
10$87,810$27,836.84$44,787$2,152.59+$43.0KPTRS

PTRS vs JEPQ: Complete Analysis 2026

PTRSStock

Partners Bancorp operates as the holding company for the Bank of Delmarva that provides financial services to individual and corporate customers in the United States. It offers checking, money market, NOW, IRA, savings, cash management, and time deposit accounts, as well as remote deposit capture and mobile deposit services. The company also provides commercial real estate, small business administration, term, purchase and refinance mortgage, bridge, equipment, home equity, agriculture, car, unsecured consumer, construction/permanent mortgage, and lot loans, as well as mobile home, boat, RV, and motorcycle loans; lines of credit; and business credit cards. In addition, it offers online bill payment, automated teller machine/debit card, merchant, transfer, cash advance and management, sweep, cash concentration, payroll direct deposit, and ACH origination services, as well as phone, mobile, and internet banking services. The company operates through 15 branches. The company was formerly known as Delmar Bancorp and changed its name to Partners Bancorp in August 2020. Partners Bancorp was founded in 1896 and is based in Salisbury, Maryland.

Full PTRS 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.