HomeCompareRKLZ vs JEPQ

RKLZ vs JEPQ: Dividend Comparison 2026

RKLZ yields 9.13% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $8.2K in total portfolio value
10 years
RKLZ
RKLZ
● Live price
9.13%
Share price
$21.90
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.6K
Annual income
$1,623.98
Full RKLZ 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 — RKLZ 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 PeriodRKLZJEPQ
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, RKLZ + JEPQ cover 0 of 12 monthsgood coverage

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

RKLZ
Annual income on $10K today (after 15% tax)
$776.26/yr
After 10yr DRIP, annual income (after tax)
$1,380.38/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, JEPQ beats the other by $449.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

RKLZ: 50%JEPQ: 50%
100% JEPQ50/50100% RKLZ
Portfolio after 10yr
$40.7K
Annual income
$1,888.28/yr
Blended yield
4.64%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RKLZ buys
0
JEPQ buys
0
No recent congressional trades found for RKLZ or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRKLZJEPQ
Forward yield9.13%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.6K$44.8K
Annual income after 10y$1,623.98$2,152.59
Total dividends collected$12.7K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearRKLZ PortfolioRKLZ Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,613$913.24$11,930$1,110.39$317.00JEPQ
2$13,417$991.19$14,133$1,224.34$716.00JEPQ
3$15,427$1,070.25$16,632$1,340.46$1.2KJEPQ
4$17,657$1,150.03$19,454$1,457.97$1.8KJEPQ
5$20,123$1,230.16$22,626$1,576.08$2.5KJEPQ
6$22,842$1,310.26$26,175$1,694.09$3.3KJEPQ
7$25,831$1,389.99$30,133$1,811.32$4.3KJEPQ
8$29,108$1,469.04$34,531$1,927.17$5.4KJEPQ
9$32,692$1,547.12$39,403$2,041.08$6.7KJEPQ
10$36,605$1,623.98$44,787$2,152.59$8.2KJEPQ

RKLZ vs JEPQ: Complete Analysis 2026

RKLZStock

The fund is an actively managed exchange traded fund, the management attempts to achieve 2 times the inverse (-200%) of the daily percentage change in the price of the Underlying Security by employing derivatives, namely swap agreements and/or listed options contracts. The fund is non-diversified.

Full RKLZ 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.