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PTZIF vs JEPQ: Dividend Comparison 2026

PTZIF yields 3.53% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PTZIF wins by $4.8K in total portfolio value· pulled ahead in Year 10
10 years
PTZIF
PTZIF
● Live price
3.53%
Share price
$11.33
Annual div
$0.40
5Y div CAGR
26.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.6K
Annual income
$7,711.26
Full PTZIF 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 — PTZIF vs JEPQ

📍 PTZIF pulled ahead of the other in Year 10

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 PeriodPTZIFJEPQ
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, PTZIF + JEPQ cover 0 of 12 monthsgood coverage

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

PTZIF
Annual income on $10K today (after 15% tax)
$300.46/yr
After 10yr DRIP, annual income (after tax)
$6,554.57/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, PTZIF beats the other by $4,724.87/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTZIF: 50%JEPQ: 50%
100% JEPQ50/50100% PTZIF
Portfolio after 10yr
$47.2K
Annual income
$4,931.92/yr
Blended yield
10.45%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on PTZIF right now

PTZIF
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
1.7
Piotroski
5/9
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)

PTZIF buys
0
JEPQ buys
0
No recent congressional trades found for PTZIF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTZIFJEPQ
Forward yield3.53%11.10%
Annual dividend / share$0.40$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR26.2%0%
Portfolio after 10y$49.6K$44.8K
Annual income after 10y$7,711.26$2,152.59
Total dividends collected$25.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPTZIF PortfolioPTZIF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,146$446.10$11,930$1,110.39$784.00JEPQ
2$12,513$586.45$14,133$1,224.34$1.6KJEPQ
3$14,165$776.49$16,632$1,340.46$2.5KJEPQ
4$16,193$1,036.76$19,454$1,457.97$3.3KJEPQ
5$18,725$1,397.90$22,626$1,576.08$3.9KJEPQ
6$21,942$1,906.47$26,175$1,694.09$4.2KJEPQ
7$26,113$2,634.90$30,133$1,811.32$4.0KJEPQ
8$31,639$3,698.43$34,531$1,927.17$2.9KJEPQ
9$39,139$5,285.23$39,403$2,041.08$264.00JEPQ
10← crossover$49,590$7,711.26$44,787$2,152.59+$4.8KPTZIF

PTZIF vs JEPQ: Complete Analysis 2026

PTZIFStock

A leading partner for global real assets With operations around the world, PATRIZIA has been offering investment opportunities in real estate and infrastructure assets for institutional, semi-professional and private investors for 38 years. PATRIZIA manages more than EUR 56 billion in assets and employs over 1,000 professionals at 28 locations worldwide. Through its PATRIZIA Foundation, PATRIZIA is committed to social responsibility. The Foundation has helped around 250,000 children in need worldwide gain access to education and thus, has given them the chance of a better life over the last 23 years.

Full PTZIF 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.