HomeCompareTUERF vs JEPQ

TUERF vs JEPQ: Dividend Comparison 2026

TUERF yields 7.97% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $10.9K in total portfolio value
10 years
TUERF
TUERF
● Live price
7.97%
Share price
$6.26
Annual div
$0.50
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.9K
Annual income
$1,319.89
Full TUERF 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 — TUERF 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 PeriodTUERFJEPQ
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, TUERF + JEPQ cover 0 of 12 monthsgood coverage

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

TUERF
Annual income on $10K today (after 15% tax)
$677.46/yr
After 10yr DRIP, annual income (after tax)
$1,121.91/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 $707.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TUERF: 50%JEPQ: 50%
100% JEPQ50/50100% TUERF
Portfolio after 10yr
$39.3K
Annual income
$1,736.24/yr
Blended yield
4.41%
📊

Analyst Conviction Gap

Where Wall Street is split right now

TUERF
Analyst Ratings
2
Hold
Consensus: Hold
Altman Z
-0.3
Piotroski
6/9
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)

TUERF buys
0
JEPQ buys
0
No recent congressional trades found for TUERF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTUERFJEPQ
Forward yield7.97%11.10%
Annual dividend / share$0.50$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$33.9K$44.8K
Annual income after 10y$1,319.89$2,152.59
Total dividends collected$10.6K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTUERF PortfolioTUERF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,497$797.01$11,930$1,110.39$433.00JEPQ
2$13,158$856.38$14,133$1,224.34$975.00JEPQ
3$14,995$915.99$16,632$1,340.46$1.6KJEPQ
4$17,021$975.59$19,454$1,457.97$2.4KJEPQ
5$19,247$1,034.91$22,626$1,576.08$3.4KJEPQ
6$21,688$1,093.72$26,175$1,694.09$4.5KJEPQ
7$24,358$1,151.80$30,133$1,811.32$5.8KJEPQ
8$27,272$1,208.97$34,531$1,927.17$7.3KJEPQ
9$30,446$1,265.05$39,403$2,041.08$9.0KJEPQ
10$33,897$1,319.89$44,787$2,152.59$10.9KJEPQ

TUERF vs JEPQ: Complete Analysis 2026

TUERFStock

The REIT is an unincorporated, open-ended real estate investment trust established under the laws of the Province of Ontario. The REIT currently owns and operates a portfolio of 48 commercial properties consisting of approximately 4.8 million square feet in urban and select strategic secondary markets across Canada focusing on long term leases with government and credit rated tenants. The REIT is focused on growing its portfolio principally through acquisitions across Canada and such other jurisdictions where opportunities exist.

Full TUERF 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.