Is REFXD or JEPQ a better dividend investment in 2026?

REFXD currently yields 1055.97% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: REFXD offers higher current income.

What is the dividend yield difference between REFXD and JEPQ?

REFXD has a forward dividend yield of 1055.97% ($2.00/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 1044.87 percentage points.

Home › Compare › REFXD vs JEPQ

REFXD vs JEPQ: Dividend Comparison 2026

REFXD yields 1055.97% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 REFXD wins by $30342975.77M in total portfolio value

INVESTMENT

TIME HORIZON10 years

REFXD

● Live price

1055.97%

Share price

$0.19

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$30342975.82M

Annual income

$25,578,058,841,722.57

Full REFXD calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — REFXD vs JEPQ

📍 REFXD 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 Period	REFXD	JEPQ
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, REFXD + JEPQ cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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REFXD 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.

REFXD

Annual income on $10K today (after 15% tax)

$89,757.13/yr

After 10yr DRIP, annual income (after tax)

$21,741,350,015,464.18/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, REFXD beats the other by $21,741,350,013,634.48/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

REFXD: 50%JEPQ: 50%

100% JEPQ50/50100% REFXD

Portfolio after 10yr

$15171487.93M

Annual income

$12,789,029,421,937.58/yr

Blended yield

84.30%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

REFXD buys

JEPQ buys

No recent congressional trades found for REFXD or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricREFXDJEPQ

Forward yield	1055.97% ✓	11.10%
Annual dividend / share	$2.00	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$30342975.82M ✓	$44.8K
Annual income after 10y	$25,578,058,841,722.57 ✓	$2,152.59
Total dividends collected	$29981614.32M ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	REFXD Portfolio	REFXD Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$116,297	$105,596.62	$11,930	$1,110.39	+$104.4K → REFXD
2	$1,272,150	$1,147,713.10	$14,133	$1,224.34	+$1.26M → REFXD
3	$13,094,522	$11,733,321.04	$16,632	$1,340.46	+$13.08M → REFXD
4	$126,883,689	$112,872,550.80	$19,454	$1,457.97	+$126.86M → REFXD
5	$1,157,929,847	$1,022,164,299.24	$22,626	$1,576.08	+$1157.91M → REFXD
6	$9,956,915,006	$8,717,930,070.28	$26,175	$1,694.09	+$9956.89M → REFXD
7	$80,714,225,221	$70,060,326,164.32	$30,133	$1,811.32	+$80714.20M → REFXD
8	$617,143,132,528	$530,778,911,541.09	$34,531	$1,927.17	+$617143.10M → REFXD
9	$4,453,193,436,398	$3,792,850,284,593.24	$39,403	$2,041.08	+$4453193.40M → REFXD
10	$30,342,975,818,668	$25,578,058,841,722.57	$44,787	$2,152.59	+$30342975.77M → REFXD

REFXD vs JEPQ: Complete Analysis 2026

REFXD — Stock

RedFlow Limited develops, manufactures, and sells zinc-bromine flowing electrolyte batteries worldwide. The company offers ZBM3 flow battery; energy pods, a scalable energy storage solutions; and battery management systems. The company's batteries are used in telecommunications, commercial and industrial, grid-scale, and residential applications. RedFlow Limited was founded in 2005 and is headquartered in Brisbane, Australia.

Full REFXD Calculator →

JEPQ — ETF

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.