HomeCompareTRCY vs JEPQ

TRCY vs JEPQ: Dividend Comparison 2026

TRCY yields 3.74% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TRCY wins by $69.8K in total portfolio value· pulled ahead in Year 6
10 years
TRCY
TRCY
● Live price
3.74%
Share price
$19.26
Annual div
$0.72
5Y div CAGR
38.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$114.6K
Annual income
$37,879.83
Full TRCY 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 — TRCY vs JEPQ

📍 TRCY pulled ahead of the other in Year 6

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 PeriodTRCYJEPQ
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, TRCY + JEPQ cover 0 of 12 monthsgood coverage

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

TRCY
Annual income on $10K today (after 15% tax)
$317.76/yr
After 10yr DRIP, annual income (after tax)
$32,197.86/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, TRCY beats the other by $30,368.15/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TRCY: 50%JEPQ: 50%
100% JEPQ50/50100% TRCY
Portfolio after 10yr
$79.7K
Annual income
$20,016.20/yr
Blended yield
25.11%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRCY buys
0
JEPQ buys
0
No recent congressional trades found for TRCY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTRCYJEPQ
Forward yield3.74%11.10%
Annual dividend / share$0.72$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR38.5%0%
Portfolio after 10y$114.6K$44.8K
Annual income after 10y$37,879.83$2,152.59
Total dividends collected$85.8K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTRCY PortfolioTRCY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,218$517.76$11,930$1,110.39$712.00JEPQ
2$12,755$751.80$14,133$1,224.34$1.4KJEPQ
3$14,754$1,106.46$16,632$1,340.46$1.9KJEPQ
4$17,444$1,656.69$19,454$1,457.97$2.0KJEPQ
5$21,200$2,535.30$22,626$1,576.08$1.4KJEPQ
6← crossover$26,672$3,988.37$26,175$1,694.09+$497.00TRCY
7$35,034$6,495.12$30,133$1,811.32+$4.9KTRCY
8$48,530$11,043.03$34,531$1,927.17+$14.0KTRCY
9$71,727$19,800.13$39,403$2,041.08+$32.3KTRCY
10$114,628$37,879.83$44,787$2,152.59+$69.8KTRCY

TRCY vs JEPQ: Complete Analysis 2026

TRCYStock

Tri City Bankshares Corporation, through its subsidiaries, provides various banking products and services primarily in Southeastern Wisconsin. The company accepts checking accounts, savings accounts, money market accounts, youth and health savings accounts, certificates of deposit, and individual retirement accounts. Its loan products include home mortgage loans, home equity loans, auto loans, construction and land loans, personal and business loans, commercial real estate loans, business lines of credit, and small business loans. The company also offers credit and debits cards; and digital banking, refinancing, overdraft protection, merchant services, remote deposit capture, bill pay, payroll, ATM, gift card, telephone banking, direct deposit, safe deposit boxes, and investment services. Tri City Bankshares Corporation was founded in 1963 and is based in Oak Creek, Wisconsin.

Full TRCY 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.