HomeCompareTATLY vs JEPQ

TATLY vs JEPQ: Dividend Comparison 2026

TATLY yields 1.41% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TATLY wins by $15.29M in total portfolio value· pulled ahead in Year 5
10 years
TATLY
TATLY
● Live price
1.41%
Share price
$9.25
Annual div
$0.13
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$15.34M
Annual income
$13,494,220.92
Full TATLY 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 — TATLY vs JEPQ

📍 TATLY pulled ahead of the other in Year 5

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodTATLYJEPQ
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%.
📅

Dividend Calendar Overlap

Combined, TATLY + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TATLY
Annual income on $10K today (after 15% tax)
$119.46/yr
After 10yr DRIP, annual income (after tax)
$11,470,087.78/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, TATLY beats the other by $11,468,258.08/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TATLY: 50%JEPQ: 50%
100% JEPQ50/50100% TATLY
Portfolio after 10yr
$7.69M
Annual income
$6,748,186.75/yr
Blended yield
87.73%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TATLY buys
0
JEPQ buys
0
No recent congressional trades found for TATLY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTATLYJEPQ
Forward yield1.41%11.10%
Annual dividend / share$0.13$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$15.34M$44.8K
Annual income after 10y$13,494,220.92$2,152.59
Total dividends collected$15.17M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTATLY PortfolioTATLY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$10,981$281.08$11,930$1,110.39$949.00JEPQ
2$12,327$576.93$14,133$1,224.34$1.8KJEPQ
3$14,400$1,210.52$16,632$1,340.46$2.2KJEPQ
4$18,051$2,643.23$19,454$1,457.97$1.4KJEPQ
5← crossover$25,508$6,193.34$22,626$1,576.08+$2.9KTATLY
6$43,652$16,358.49$26,175$1,694.09+$17.5KTATLY
7$99,034$52,325.83$30,133$1,811.32+$68.9KTATLY
8$327,857$221,890.41$34,531$1,927.17+$293.3KTATLY
9$1,723,853$1,373,046.51$39,403$2,041.08+$1.68MTATLY
10$15,338,744$13,494,220.92$44,787$2,152.59+$15.29MTATLY

TATLY vs JEPQ: Complete Analysis 2026

TATLYStock

Tata Steel Limited manufactures and distributes steel products in India and internationally. It operates in Tata Steel India, Tata Steel Long Products, Other Indian Operations, Tata Steel Europe, Other Trade Related Operations, South-East Asian operations, and Rest of the World segments. The company offers hot-rolled (HR) and cold-rolled (CR) coated steel coils and sheets, precision tubes, tire bead wires, spring wires, and bearings, as well as auto ancillaries for the automotive market; and galvanized iron wires, agriculture and garden tools, and conveyance tubes, as well as fencing, farming, and irrigation equipment for the agriculture market. It also provides rebars, steel doors and windows, roofing sheets, plumbing pipes, tubes, prefabricated houses, water kiosks, modular toilets, office cabins, rooftop houses, EV charging stations, rebars and corrosion-resistance steels, cut and bend bars, PC strands, and ground granulated blast furnace slags for individual house builders, corporate and government bodies, infrastructure companies, and housing and commercial customers in the construction market. In addition, the company offers CR, coated, HR, tube, wire rod, ferro chrome and manganese, boiler tube, pipes, ferroshot, blast furnace slag, coal tar, and metallic coated coil and sheet products for use in panels and appliances, fabrication and capital goods, furniture, Liquid Petroleum Gas cylinders, solar, heavy vehicles, consumer and industrial packaging, and welding applications, as well as the process industries, such as cement, power, and steel in the industrial and general engineering markets. The company was incorporated in 1907 and is based in Mumbai, India.

Full TATLY 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 →
📬

Get this TATLY vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

TATLY vs SCHDTATLY vs JEPITATLY vs OTATLY vs KOTATLY vs MAINTATLY vs XYLDTATLY vs QYLDTATLY vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.