HomeCompareTRATF vs JEPQ

TRATF vs JEPQ: Dividend Comparison 2026

TRATF yields 3.09% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TRATF wins by $2.73M in total portfolio value· pulled ahead in Year 4
10 years
TRATF
TRATF
● Live price
3.09%
Share price
$35.00
Annual div
$1.08
5Y div CAGR
69.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2.77M
Annual income
$2,096,038.85
Full TRATF 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 — TRATF vs JEPQ

📍 TRATF 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 PeriodTRATFJEPQ
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, TRATF + JEPQ cover 0 of 12 monthsgood coverage

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

TRATF
Annual income on $10K today (after 15% tax)
$262.29/yr
After 10yr DRIP, annual income (after tax)
$1,781,633.02/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, TRATF beats the other by $1,779,803.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TRATF: 50%JEPQ: 50%
100% JEPQ50/50100% TRATF
Portfolio after 10yr
$1.41M
Annual income
$1,049,095.72/yr
Blended yield
74.42%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on TRATF right now

TRATF
Analyst Ratings
1
Buy
1
Hold
Consensus: Buy
Altman Z
1.1
Piotroski
4/9
JEPQ
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRATF buys
0
JEPQ buys
0
No recent congressional trades found for TRATF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTRATFJEPQ
Forward yield3.09%11.10%
Annual dividend / share$1.08$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR69.6%0%
Portfolio after 10y$2.77M$44.8K
Annual income after 10y$2,096,038.85$2,152.59
Total dividends collected$2.69M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTRATF PortfolioTRATF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,223$523.34$11,930$1,110.39$707.00JEPQ
2$12,940$930.99$14,133$1,224.34$1.2KJEPQ
3$15,547$1,701.37$16,632$1,340.46$1.1KJEPQ
4← crossover$19,876$3,240.10$19,454$1,457.97+$422.00TRATF
5$27,832$6,565.51$22,626$1,576.08+$5.2KTRATF
6$44,353$14,572.74$26,175$1,694.09+$18.2KTRATF
7$84,268$36,809.52$30,133$1,811.32+$54.1KTRATF
8$201,017$110,850.23$34,531$1,927.17+$166.5KTRATF
9$634,219$419,131.14$39,403$2,041.08+$594.8KTRATF
10$2,774,653$2,096,038.85$44,787$2,152.59+$2.73MTRATF

TRATF vs JEPQ: Complete Analysis 2026

TRATFStock

Traton SE manufactures commercial vehicles worldwide. It operates in Industrial Business and Financial Services segments. The company offers light and heavy-duty commercial vehicles, such as trucks and bus chassis; vans; construction vehicles; city buses; and intercity and travel coaches, as well as spare parts and services. It also provides a cloud-based platform for freight transportation under the RIO brand name. The company offers its products and services under the MAN, Scania, Navistar, and Volkswagen Caminhões e Ônibus brands. In addition, it provides a range of financial solutions, including dealer and customer finance, leasing, and insurance products. The company was founded in 2015 and is based in Munich, Germany. Traton SE is a subsidiary of Volkswagen Finance Luxemburg S.A.

Full TRATF 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.