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WTBN vs JEPQ: Dividend Comparison 2026

WTBN yields 3.90% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $20.0K in total portfolio value
10 years
WTBN
WTBN
● Live price
3.90%
Share price
$25.30
Annual div
$0.99
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.8K
Annual income
$500.24
Full WTBN calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — WTBN 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 PeriodWTBNJEPQ
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, WTBN + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

WTBN
Annual income on $10K today (after 15% tax)
$331.09/yr
After 10yr DRIP, annual income (after tax)
$425.20/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, JEPQ beats the other by $1,503.60/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WTBN: 50%JEPQ: 50%
100% JEPQ50/50100% WTBN
Portfolio after 10yr
$35.8K
Annual income
$1,384.71/yr
Blended yield
3.87%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WTBN buys
0
JEPQ buys
0
No recent congressional trades found for WTBN or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWTBNJEPQ
Forward yield3.90%11.47%
Annual dividend / share$0.99$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.8K$45.8K
Annual income after 10y$500.24$2,269.18
Total dividends collected$4.5K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearWTBN PortfolioWTBN Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,090$389.52$11,967$1,146.53$877.00JEPQ
2$12,269$403.70$14,216$1,268.02$1.9KJEPQ
3$13,546$417.44$16,774$1,392.20$3.2KJEPQ
4$14,925$430.71$19,667$1,518.21$4.7KJEPQ
5$16,413$443.51$22,925$1,645.21$6.5KJEPQ
6$18,018$455.83$26,578$1,772.40$8.6KJEPQ
7$19,747$467.66$30,656$1,899.04$10.9KJEPQ
8$21,608$479.00$35,194$2,024.45$13.6KJEPQ
9$23,610$489.86$40,228$2,148.01$16.6KJEPQ
10$25,763$500.24$45,796$2,269.18$20.0KJEPQ

WTBN vs JEPQ: Complete Analysis 2026

WTBNStock

Under normal circumstances, the fund primarily invests in the constituent exchange-traded funds (“ETF”) of the index. The index, created by Bianco Research Advisors LLC, is composed of approximately 5 to 20 fixed income ETFs that are specifically selected and weighted using a modified market-capitalization weighting scheme to achieve specified factor exposures.

Full WTBN 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.