Is TRBRX or JEPQ a better dividend investment in 2026?

TRBRX currently yields 2.57% 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 TRBRX and JEPQ?

TRBRX has a forward dividend yield of 2.57% ($0.33/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 8.53 percentage points.

Home › Compare › TRBRX vs JEPQ

TRBRX vs JEPQ: Dividend Comparison 2026

TRBRX yields 2.57% · JEPQ yields 11.10%● Live data

vsPost on X →

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

🏆 TRBRX wins by $42.9K in total portfolio value· pulled ahead in Year 8

INVESTMENT

TIME HORIZON10 years

TRBRX

● Live price

2.57%

Share price

$12.73

Annual div

$0.33

5Y div CAGR

42.2%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$87.7K

Annual income

$26,865.10

Full TRBRX 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 — TRBRX vs JEPQ

📍 TRBRX pulled ahead of the other in Year 8

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 Period	TRBRX	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%.

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Dividend Calendar Overlap

Combined, TRBRX + JEPQ cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

—

Nov

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Dec

—

TRBRX 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.

TRBRX

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

$218.34/yr

After 10yr DRIP, annual income (after tax)

$22,835.34/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, TRBRX beats the other by $21,005.63/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

TRBRX: 50%JEPQ: 50%

100% JEPQ50/50100% TRBRX

Portfolio after 10yr

$66.3K

Annual income

$14,508.84/yr

Blended yield

21.90%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRBRX buys

JEPQ buys

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

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

MetricTRBRXJEPQ

Forward yield	2.57%	11.10% ✓
Annual dividend / share	$0.33	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	42.2% ✓	0%
Portfolio after 10y	$87.7K ✓	$44.8K
Annual income after 10y	$26,865.10 ✓	$2,152.59
Total dividends collected	$61.4K ✓	$16.3K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	TRBRX Portfolio	TRBRX Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1	$11,065	$365.27	$11,930	$1,110.39	$865.00 → JEPQ
2	$12,377	$537.15	$14,133	$1,224.34	$1.8K → JEPQ
3	$14,042	$798.48	$16,632	$1,340.46	$2.6K → JEPQ
4	$16,229	$1,203.90	$19,454	$1,457.97	$3.2K → JEPQ
5	$19,214	$1,849.12	$22,626	$1,576.08	$3.4K → JEPQ
6	$23,468	$2,909.46	$26,175	$1,694.09	$2.7K → JEPQ
7	$29,834	$4,722.75	$30,133	$1,811.32	$299.00 → JEPQ
8← crossover	$39,901	$7,978.81	$34,531	$1,927.17	+$5.4K → TRBRX
9	$56,876	$14,181.72	$39,403	$2,041.08	+$17.5K → TRBRX
10	$87,722	$26,865.10	$44,787	$2,152.59	+$42.9K → TRBRX

TRBRX vs JEPQ: Complete Analysis 2026

TRBRX — Stock

The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond mutual funds that represent various asset classes and sectors. The fund's allocation among T. Rowe Price mutual funds will change over time in relation to its target retirement date. It is designed for an investor who retired at or about the target date and who plans to withdraw the value of the account in the fund gradually after retirement.

Full TRBRX 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 →

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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.