Is TFG or JEPQ a better dividend investment in 2026?

TFG currently yields 2.18% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: JEPQ offers higher current income.

What is the dividend yield difference between TFG and JEPQ?

TFG has a forward dividend yield of 2.18% ($0.22/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 8.92 percentage points.

Home › Compare › TFG vs JEPQ

TFG vs JEPQ: Dividend Comparison 2026

TFG yields 2.18% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 TFG wins by $93.82M in total portfolio value· pulled ahead in Year 4

INVESTMENT

TIME HORIZON10 years

TFG

● Live price

2.18%

Share price

$10.08

Annual div

$0.22

5Y div CAGR

100%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$93.87M

Annual income

$86,270,301.19

Full TFG calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — TFG vs JEPQ

📍 TFG pulled ahead of the other in Year 4

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 Period	TFG	JEPQ
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, TFG + JEPQ cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

TFG pays

JEPQ pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

TFG

Annual income on $10K today (after 15% tax)

$185.46/yr

After 10yr DRIP, annual income (after tax)

$73,329,756.01/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, TFG beats the other by $73,327,926.31/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

TFG: 50%JEPQ: 50%

100% JEPQ50/50100% TFG

Portfolio after 10yr

$46.96M

Annual income

$43,136,226.89/yr

Blended yield

91.87%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TFG buys

JEPQ buys

No recent congressional trades found for TFG or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricTFGJEPQ

Forward yield	2.18%	11.10% ✓
Annual dividend / share	$0.22	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	100% ✓	0%
Portfolio after 10y	$93.87M ✓	$44.8K
Annual income after 10y	$86,270,301.19 ✓	$2,152.59
Total dividends collected	$93.27M ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	TFG Portfolio	TFG Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1	$11,136	$436.38	$11,930	$1,110.39	$794.00 → JEPQ
2	$12,824	$908.36	$14,133	$1,224.34	$1.3K → JEPQ
3	$15,677	$1,955.21	$16,632	$1,340.46	$955.00 → JEPQ
4← crossover	$21,242	$4,467.60	$19,454	$1,457.97	+$1.8K → TFG
5	$34,044	$11,314.92	$22,626	$1,576.08	+$11.4K → TFG
6	$70,322	$33,895.33	$26,175	$1,694.09	+$44.1K → TFG
7	$206,115	$130,869.60	$30,133	$1,811.32	+$176.0K → TFG
8	$937,510	$716,967.77	$34,531	$1,927.17	+$903.0K → TFG
9	$7,098,689	$6,095,552.58	$39,403	$2,041.08	+$7.06M → TFG
10	$93,865,898	$86,270,301.19	$44,787	$2,152.59	+$93.82M → TFG

TFG vs JEPQ: Complete Analysis 2026

TFG — Stock

Tetragon Financial Group Ltd. is a closed-end investment fund, which invests in assets. Its investments include bank loans, real estate, equities, credit, convertible bonds, private equity, infrastructure, and TFG Asset Management. It aims to provide stable returns to investors in credit, equity, interest rate, and real estate cycles. The company was founded by Reade Eugene Griffith and Patrick Giles Gauntlet Dear on June 23, 2005 and is headquartered in London, United Kingdom.

Full TFG Calculator →

JEPQ — ETF

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 TFG vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

TFG vs SCHD TFG vs JEPI TFG vs O TFG vs KO TFG vs MAIN TFG vs XYLD TFG vs QYLD TFG 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.