HomeCompareREZ vs JEPQ

REZ vs JEPQ: Dividend Comparison 2026

REZ yields 2.30% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $22.7K in total portfolio value
10 years
REZ
REZ
● Live price
2.30%
Share price
$82.54
Annual div
$1.90
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.1K
Annual income
$266.84
Full REZ 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 — REZ vs JEPQ

📍 JEPQ 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 PeriodREZJEPQ
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, REZ + JEPQ cover 0 of 12 monthsgood coverage

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

REZ
Annual income on $10K today (after 15% tax)
$195.50/yr
After 10yr DRIP, annual income (after tax)
$226.81/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, JEPQ beats the other by $1,701.99/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

REZ: 50%JEPQ: 50%
100% JEPQ50/50100% REZ
Portfolio after 10yr
$34.4K
Annual income
$1,268.01/yr
Blended yield
3.68%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

REZ buys
0
JEPQ buys
0
No recent congressional trades found for REZ or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricREZJEPQ
Forward yield2.30%11.47%
Annual dividend / share$1.90$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.1K$45.8K
Annual income after 10y$266.84$2,269.18
Total dividends collected$2.5K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearREZ PortfolioREZ Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,930$230.00$11,967$1,146.53$1.0KJEPQ
2$11,930$234.94$14,216$1,268.02$2.3KJEPQ
3$13,005$239.66$16,774$1,392.20$3.8KJEPQ
4$14,159$244.16$19,667$1,518.21$5.5KJEPQ
5$15,399$248.45$22,925$1,645.21$7.5KJEPQ
6$16,729$252.52$26,578$1,772.40$9.8KJEPQ
7$18,157$256.39$30,656$1,899.04$12.5KJEPQ
8$19,688$260.06$35,194$2,024.45$15.5KJEPQ
9$21,330$263.54$40,228$2,148.01$18.9KJEPQ
10$23,089$266.84$45,796$2,269.18$22.7KJEPQ

REZ vs JEPQ: Complete Analysis 2026

REZStock

The iShares Residential and Multisector Real Estate ETF seeks to track the investment results of an index composed of U.S. residential, healthcare and self-storage real estate equities.

Full REZ 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.