HomeCompareRFEM vs JEPQ

RFEM vs JEPQ: Dividend Comparison 2026

RFEM yields 1.97% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $23.2K in total portfolio value
10 years
RFEM
RFEM
● Live price
1.97%
Share price
$82.16
Annual div
$1.61
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.6K
Annual income
$223.18
Full RFEM 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 — RFEM 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 PeriodRFEMJEPQ
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, RFEM + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

RFEM
Annual income on $10K today (after 15% tax)
$167.06/yr
After 10yr DRIP, annual income (after tax)
$189.70/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 $1,739.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

RFEM: 50%JEPQ: 50%
100% JEPQ50/50100% RFEM
Portfolio after 10yr
$34.2K
Annual income
$1,246.18/yr
Blended yield
3.65%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RFEM buys
0
JEPQ buys
0
No recent congressional trades found for RFEM or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRFEMJEPQ
Forward yield1.97%11.47%
Annual dividend / share$1.61$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.6K$45.8K
Annual income after 10y$223.18$2,269.18
Total dividends collected$2.1K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearRFEM PortfolioRFEM Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,897$196.54$11,967$1,146.53$1.1KJEPQ
2$11,859$200.15$14,216$1,268.02$2.4KJEPQ
3$12,893$203.59$16,774$1,392.20$3.9KJEPQ
4$14,003$206.85$19,667$1,518.21$5.7KJEPQ
5$15,193$209.96$22,925$1,645.21$7.7KJEPQ
6$16,469$212.90$26,578$1,772.40$10.1KJEPQ
7$17,838$215.69$30,656$1,899.04$12.8KJEPQ
8$19,305$218.33$35,194$2,024.45$15.9KJEPQ
9$20,877$220.82$40,228$2,148.01$19.4KJEPQ
10$22,561$223.18$45,796$2,269.18$23.2KJEPQ

RFEM vs JEPQ: Complete Analysis 2026

RFEMStock

The First Trust RiverFront Dynamic Emerging Markets ETF is an actively managed exchange-traded fund. The Fund's investment objective is to provide capital appreciation. Under normal market conditions, the Fund will seek to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in a portfolio of equity securities of emerging market companies, including through investments in common stock, depositary receipts and real estate investment trusts, and forward foreign currency exchange contracts.

Full RFEM 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.