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RSDEF vs JEPQ: Dividend Comparison 2026

RSDEF yields 9.09% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 RSDEF wins by $4.30M in total portfolio value
10 years
RSDEF
RSDEF
● Live price
9.09%
Share price
$2.39
Annual div
$0.22
5Y div CAGR
48.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$4.34M
Annual income
$3,082,736.04
Full RSDEF 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 — RSDEF vs JEPQ

📍 RSDEF 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 PeriodRSDEFJEPQ
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, RSDEF + JEPQ cover 0 of 12 monthsgood coverage

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

RSDEF
Annual income on $10K today (after 15% tax)
$772.98/yr
After 10yr DRIP, annual income (after tax)
$2,620,325.63/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, RSDEF beats the other by $2,618,495.93/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

RSDEF: 50%JEPQ: 50%
100% JEPQ50/50100% RSDEF
Portfolio after 10yr
$2.19M
Annual income
$1,542,444.31/yr
Blended yield
70.29%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RSDEF buys
0
JEPQ buys
0
No recent congressional trades found for RSDEF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRSDEFJEPQ
Forward yield9.09%11.10%
Annual dividend / share$0.22$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR48.7%0%
Portfolio after 10y$4.34M$44.8K
Annual income after 10y$3,082,736.04$2,152.59
Total dividends collected$4.20M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearRSDEF PortfolioRSDEF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,052$1,352.25$11,930$1,110.39+$122.00RSDEF
2$15,161$2,264.92$14,133$1,224.34+$1.0KRSDEF
3$20,182$3,959.46$16,632$1,340.46+$3.5KRSDEF
4$28,919$7,324.77$19,454$1,457.97+$9.5KRSDEF
5$45,530$14,586.48$22,626$1,576.08+$22.9KRSDEF
6$80,632$31,914.65$26,175$1,694.09+$54.5KRSDEF
7$164,822$78,546.41$30,133$1,811.32+$134.7KRSDEF
8$399,493$223,133.15$34,531$1,927.17+$365.0KRSDEF
9$1,179,054$751,596.30$39,403$2,041.08+$1.14MRSDEF
10$4,344,324$3,082,736.04$44,787$2,152.59+$4.30MRSDEF

RSDEF vs JEPQ: Complete Analysis 2026

RSDEFStock

Ramsdens Holdings PLC provides various financial services in the United Kingdom and internationally. It operates through four segments: Foreign Currency Exchange, Pawnbroking, Purchase of Precious Metals, and Jewellery Retail. The company engages in the sale and purchase of foreign currency notes to holidaymakers, as well as offers prepaid travel cards and international bank-to-bank payments; and provision of pawnbroking and related financial services. It also provides precious metals buying and selling services; and retails new and second-hand jewelry. As of September 30, 2021, the company operated through 154 stores, including three franchised stores, as well as through online channel. Ramsdens Holdings PLC was incorporated in 2013 and is headquartered in Middlesbrough, the United Kingdom.

Full RSDEF 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.