HomeCompareUNIRF vs JEPQ

UNIRF vs JEPQ: Dividend Comparison 2026

UNIRF yields 3.97% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $24.4K in total portfolio value
10 years
UNIRF
UNIRF
● Live price
3.97%
Share price
$4.87
Annual div
$0.19
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.4K
Annual income
$0.40
Full UNIRF 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 — UNIRF 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 PeriodUNIRFJEPQ
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, UNIRF + JEPQ cover 0 of 12 monthsgood coverage

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

UNIRF
Annual income on $10K today (after 15% tax)
$337.03/yr
After 10yr DRIP, annual income (after tax)
$0.34/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, JEPQ beats the other by $1,829.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

UNIRF: 50%JEPQ: 50%
100% JEPQ50/50100% UNIRF
Portfolio after 10yr
$32.6K
Annual income
$1,076.49/yr
Blended yield
3.30%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UNIRF buys
0
JEPQ buys
0
No recent congressional trades found for UNIRF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUNIRFJEPQ
Forward yield3.97%11.10%
Annual dividend / share$0.19$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$20.4K$44.8K
Annual income after 10y$0.40$2,152.59
Total dividends collected$401.00$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearUNIRF PortfolioUNIRF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,898$198.25$11,930$1,110.39$1.0KJEPQ
2$11,762$100.96$14,133$1,224.34$2.4KJEPQ
3$12,636$50.92$16,632$1,340.46$4.0KJEPQ
4$13,546$25.56$19,454$1,457.97$5.9KJEPQ
5$14,508$12.81$22,626$1,576.08$8.1KJEPQ
6$15,529$6.41$26,175$1,694.09$10.6KJEPQ
7$16,620$3.21$30,133$1,811.32$13.5KJEPQ
8$17,785$1.60$34,531$1,927.17$16.7KJEPQ
9$19,030$0.80$39,403$2,041.08$20.4KJEPQ
10$20,363$0.40$44,787$2,152.59$24.4KJEPQ

UNIRF vs JEPQ: Complete Analysis 2026

UNIRFStock

Unibail-Rodamco-Westfield SE is the premier global developer and operator of Flagship Destinations, with a portfolio valued at €58.3 Bn as at September 30, 2020, of which 86% in retail, 7% in offices, 5% in convention & exhibition venues and 2% in services. Currently, the Group owns and operates 89 shopping centres, including 55 Flagships in the most dynamic cities in Europe and the United States. Its centres welcome 1.2 billion visits per year. Present on two continents and in 12 countries, Unibail-Rodamco-Westfield SE provides a unique platform for retailers and brand events and offers an exceptional and constantly renewed experience for customers. With the support of its 3,400 professionals and an unparalleled track-record and know-how, Unibail-Rodamco-Westfield SE is ideally positioned to generate superior value and develop world-class projects. Unibail-Rodamco-Westfield SE distinguishes itself by its Better Places 2030 agenda, that sets its ambition to create better places that respect the highest environmental standards and contribute to better cities. Unibail-Rodamco-Westfield SE stapled shares are listed on Euronext Amsterdam and Euronext Paris (Euronext ticker: URW), with a secondary listing in Australia through Chess Depositary Interests. The Group benefits from an A- rating from Standard & Poor's and from a Baa1 rating from Moody's.

Full UNIRF 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.