HomeCompareWHTPF vs JEPQ

WHTPF vs JEPQ: Dividend Comparison 2026

WHTPF yields 3.14% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $22.7K in total portfolio value
10 years
WHTPF
WHTPF
● Live price
3.14%
Share price
$7.44
Annual div
$0.23
5Y div CAGR
-13.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.1K
Annual income
$81.36
Full WHTPF 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 — WHTPF 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 PeriodWHTPFJEPQ
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, WHTPF + JEPQ cover 0 of 12 monthsgood coverage

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

WHTPF
Annual income on $10K today (after 15% tax)
$266.85/yr
After 10yr DRIP, annual income (after tax)
$69.16/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 $1,760.55/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WHTPF: 50%JEPQ: 50%
100% JEPQ50/50100% WHTPF
Portfolio after 10yr
$33.4K
Annual income
$1,116.97/yr
Blended yield
3.34%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on WHTPF right now

WHTPF
Analyst Ratings
1
Buy
2
Hold
Consensus: Hold
Altman Z
2.9
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)

WHTPF buys
0
JEPQ buys
0
No recent congressional trades found for WHTPF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWHTPFJEPQ
Forward yield3.14%11.10%
Annual dividend / share$0.23$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-13.6%0%
Portfolio after 10y$22.1K$44.8K
Annual income after 10y$81.36$2,152.59
Total dividends collected$1.6K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearWHTPF PortfolioWHTPF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,971$271.24$11,930$1,110.39$959.00JEPQ
2$11,980$240.29$14,133$1,224.34$2.2KJEPQ
3$13,030$211.86$16,632$1,340.46$3.6KJEPQ
4$14,128$186.08$19,454$1,457.97$5.3KJEPQ
5$15,280$162.92$22,626$1,576.08$7.3KJEPQ
6$16,492$142.28$26,175$1,694.09$9.7KJEPQ
7$17,770$124.00$30,133$1,811.32$12.4KJEPQ
8$19,122$107.89$34,531$1,927.17$15.4KJEPQ
9$20,554$93.74$39,403$2,041.08$18.8KJEPQ
10$22,075$81.36$44,787$2,152.59$22.7KJEPQ

WHTPF vs JEPQ: Complete Analysis 2026

WHTPFStock

WH Smith PLC operates as a retailer in the United Kingdom and internationally. It operates in two segments, Travel and High Street. The Travel segment offers news, books, and convenience for travelling customers. As of August 31, 2021, it operated 1, 166 units primarily in airports, hospitals, railway stations, motorway service areas, and workplaces. The High Street segment sells stationery products, including greetings cards, general stationery, art and craft, and gifting products; news and impulse products, such as newspapers, magazines, confectionery, and drinks; and books. It operated 544 stores. This segment also offers its stationery, books, magazines, and gifts through whsmith.co.uk; personalized greetings cards and gifts through funkypigeon.com; pens through cultpens.com; and personalized stationery products through treeofhearts.co.uk and dottyaboutpaper.co.uk websites. The company was founded in 1792 and is based in Swindon, the United Kingdom.

Full WHTPF 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.