HomeCompareWFHG vs JEPQ

WFHG vs JEPQ: Dividend Comparison 2026

WFHG yields 26.63% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 WFHG wins by $64.0K in total portfolio value
10 years
WFHG
WFHG
● Live price
26.63%
Share price
$7.51
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$108.8K
Annual income
$12,969.18
Full WFHG 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 — WFHG vs JEPQ

📍 WFHG 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 PeriodWFHGJEPQ
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, WFHG + JEPQ cover 0 of 12 monthsgood coverage

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

WFHG
Annual income on $10K today (after 15% tax)
$2,263.65/yr
After 10yr DRIP, annual income (after tax)
$11,023.80/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, WFHG beats the other by $9,194.10/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

WFHG: 50%JEPQ: 50%
100% JEPQ50/50100% WFHG
Portfolio after 10yr
$76.8K
Annual income
$7,560.88/yr
Blended yield
9.85%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WFHG buys
0
JEPQ buys
0
No recent congressional trades found for WFHG or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWFHGJEPQ
Forward yield26.63%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$108.8K$44.8K
Annual income after 10y$12,969.18$2,152.59
Total dividends collected$70.7K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearWFHG PortfolioWFHG Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$13,363$2,663.12$11,930$1,110.39+$1.4KWFHG
2$17,624$3,325.94$14,133$1,224.34+$3.5KWFHG
3$22,958$4,099.57$16,632$1,340.46+$6.3KWFHG
4$29,556$4,990.78$19,454$1,457.97+$10.1KWFHG
5$37,629$6,004.74$22,626$1,576.08+$15.0KWFHG
6$47,408$7,144.90$26,175$1,694.09+$21.2KWFHG
7$59,140$8,412.80$30,133$1,811.32+$29.0KWFHG
8$73,087$9,808.02$34,531$1,927.17+$38.6KWFHG
9$89,532$11,328.22$39,403$2,041.08+$50.1KWFHG
10$108,768$12,969.18$44,787$2,152.59+$64.0KWFHG

WFHG vs JEPQ: Complete Analysis 2026

WFHGStock

World Financial Holding Group operates as a professional listing coaching company in the China. It offers services in the areas of strategic investment, international merger, asset reorganization, private financing, capital operation, overseas stock issue and listing, initial public listing and reverse acquisition, management consulting, and other investment banking advisory services. The company also provides guidance process for listing of a company; coaching services for listing of companies in the United States; and backdoor listing services. World Financial Holding Group is based in Shanghai, China.

Full WFHG 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.