HomeCompareTRRVF vs JEPQ

TRRVF vs JEPQ: Dividend Comparison 2026

TRRVF yields 0.55% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $22.8K in total portfolio value
10 years
TRRVF
TRRVF
● Live price
0.55%
Share price
$99.68
Annual div
$0.55
5Y div CAGR
20.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.0K
Annual income
$399.36
Full TRRVF 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 — TRRVF vs JEPQ

📍 JEPQ pulled ahead of the other in Year 1

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 PeriodTRRVFJEPQ
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, TRRVF + JEPQ cover 0 of 12 monthsgood coverage

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

TRRVF
Annual income on $10K today (after 15% tax)
$46.67/yr
After 10yr DRIP, annual income (after tax)
$339.46/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, JEPQ beats the other by $1,490.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TRRVF: 50%JEPQ: 50%
100% JEPQ50/50100% TRRVF
Portfolio after 10yr
$33.4K
Annual income
$1,275.97/yr
Blended yield
3.82%
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Analyst Conviction Gap

Where Wall Street is most bullish on TRRVF right now

TRRVF
Analyst Ratings
2
Buy
1
Hold
Consensus: Buy
Altman Z
2.5
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)

TRRVF buys
0
JEPQ buys
0
No recent congressional trades found for TRRVF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTRRVFJEPQ
Forward yield0.55%11.10%
Annual dividend / share$0.55$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR20.8%0%
Portfolio after 10y$22.0K$44.8K
Annual income after 10y$399.36$2,152.59
Total dividends collected$1.9K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTRRVF PortfolioTRRVF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,766$66.33$11,930$1,110.39$1.2KJEPQ
2$11,601$80.62$14,133$1,224.34$2.5KJEPQ
3$12,511$98.07$16,632$1,340.46$4.1KJEPQ
4$13,506$119.40$19,454$1,457.97$5.9KJEPQ
5$14,597$145.53$22,626$1,576.08$8.0KJEPQ
6$15,796$177.56$26,175$1,694.09$10.4KJEPQ
7$17,119$216.94$30,133$1,811.32$13.0KJEPQ
8$18,583$265.42$34,531$1,927.17$15.9KJEPQ
9$20,209$325.28$39,403$2,041.08$19.2KJEPQ
10$22,023$399.36$44,787$2,152.59$22.8KJEPQ

TRRVF vs JEPQ: Complete Analysis 2026

TRRVFStock

TerraVest Industries Inc., together with its subsidiaries, manufactures and sells goods and services to energy, agriculture, mining, and transportation markets in Canada and the United States. It operates through three segments: Fuel Containment, Processing Equipment, and Service. The Fuel Containment segment manufactures bulk liquefied petroleum gas (LPG) transport trailers, LPG delivery and service trucks, LPG storage tanks, residential and commercial LPG tanks and dispensers, custom pressure vessels, commercial and residential refined fuel tanks, and furnaces and boilers. This segment sells its products directly to end user, as well as through various distribution networks to fuel distributors, transportation companies, industrial and commercial consumers, and residential consumers. The Processing Equipment segment manufactures and sells a range of equipment, such as wellhead processing equipment and tanks, wellhead desanding units, central facilities processing equipment, natural gas liquids (NGL) and LPG storage tanks, anhydrous ammonia storage tanks, NGL and LPG transport trailers, ammonia transport trailers and wagons, compressed gas transport trailers, and various customized processing equipment. This segment offers its products to oil and gas producers, midstream and engineering companies, propane and fertilizer distributors, and transportation companies. The Service segment provides well servicing to the oil and gas sector in Southwest and Central Saskatchewan. This segment operates 21 service rigs. The company was formerly known as TerraVest Capital Inc. and changed its name to TerraVest Industries Inc. in February 2018. TerraVest Industries Inc. was founded in 2004 and is headquartered in Vegreville, Canada.

Full TRRVF 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.