HomeCompareTRUX vs JEPQ

TRUX vs JEPQ: Dividend Comparison 2026

TRUX yields 2.74% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TRUX wins by $51.7K in total portfolio value· pulled ahead in Year 7
10 years
TRUX
TRUX
● Live price
2.74%
Share price
$86.90
Annual div
$2.38
5Y div CAGR
42.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$96.5K
Annual income
$31,036.22
Full TRUX 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 — TRUX vs JEPQ

📍 TRUX pulled ahead of the other in Year 7

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 PeriodTRUXJEPQ
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, TRUX + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
TRUX pays
JEPQ pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

TRUX
Annual income on $10K today (after 15% tax)
$232.80/yr
After 10yr DRIP, annual income (after tax)
$26,380.79/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, TRUX beats the other by $24,551.09/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TRUX: 50%JEPQ: 50%
100% JEPQ50/50100% TRUX
Portfolio after 10yr
$70.7K
Annual income
$16,594.40/yr
Blended yield
23.49%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TRUX buys
0
JEPQ buys
0
No recent congressional trades found for TRUX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTRUXJEPQ
Forward yield2.74%11.10%
Annual dividend / share$2.38$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR42.3%0%
Portfolio after 10y$96.5K$44.8K
Annual income after 10y$31,036.22$2,152.59
Total dividends collected$69.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTRUX PortfolioTRUX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,090$389.73$11,930$1,110.39$840.00JEPQ
2$12,441$574.78$14,133$1,224.34$1.7KJEPQ
3$14,169$857.54$16,632$1,340.46$2.5KJEPQ
4$16,460$1,298.88$19,454$1,457.97$3.0KJEPQ
5$19,619$2,006.66$22,626$1,576.08$3.0KJEPQ
6$24,173$3,180.82$26,175$1,694.09$2.0KJEPQ
7← crossover$31,077$5,212.16$30,133$1,811.32+$944.00TRUX
8$42,164$8,911.51$34,531$1,927.17+$7.6KTRUX
9$61,195$16,079.54$39,403$2,041.08+$21.8KTRUX
10$96,515$31,036.22$44,787$2,152.59+$51.7KTRUX

TRUX vs JEPQ: Complete Analysis 2026

TRUXStock

Truxton Corporation, through Truxton Trust Company, provides various banking, investment management, and trust administration services to individuals, businesses, and charitable institutions. The company's primary deposit products include demand and money market accounts, as well as certificates of deposit; and primary lending products comprise residential and commercial real estate mortgages, commercial loans, construction and land development loans, and consumer loans. It also provides private banking, wealth management, trust, and estate services; and business banking, commercial lending, and treasury management services. The company was formerly known as NBT Holdings Inc. and changed its name to Truxton Corporation in May 2013. Truxton Corporation was founded in 2004 and is based in Nashville, Tennessee.

Full TRUX 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 →
📬

Get this TRUX vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

TRUX vs SCHDTRUX vs JEPITRUX vs OTRUX vs KOTRUX vs MAINTRUX vs XYLDTRUX vs QYLDTRUX 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.