HomeCompareWTLTX vs JEPQ

WTLTX vs JEPQ: Dividend Comparison 2026

WTLTX yields 3.79% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $19.2K in total portfolio value
10 years
WTLTX
WTLTX
● Live price
3.79%
Share price
$8.82
Annual div
$0.33
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.6K
Annual income
$484.25
Full WTLTX 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 — WTLTX 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 PeriodWTLTXJEPQ
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, WTLTX + JEPQ cover 0 of 12 monthsgood coverage

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

WTLTX
Annual income on $10K today (after 15% tax)
$322.56/yr
After 10yr DRIP, annual income (after tax)
$411.61/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 $1,418.09/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WTLTX: 50%JEPQ: 50%
100% JEPQ50/50100% WTLTX
Portfolio after 10yr
$35.2K
Annual income
$1,318.42/yr
Blended yield
3.75%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

WTLTX buys
0
JEPQ buys
0
No recent congressional trades found for WTLTX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWTLTXJEPQ
Forward yield3.79%11.10%
Annual dividend / share$0.33$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.6K$44.8K
Annual income after 10y$484.25$2,152.59
Total dividends collected$4.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearWTLTX PortfolioWTLTX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,079$379.48$11,930$1,110.39$851.00JEPQ
2$12,248$392.94$14,133$1,224.34$1.9KJEPQ
3$13,511$405.96$16,632$1,340.46$3.1KJEPQ
4$14,876$418.54$19,454$1,457.97$4.6KJEPQ
5$16,348$430.65$22,626$1,576.08$6.3KJEPQ
6$17,934$442.30$26,175$1,694.09$8.2KJEPQ
7$19,643$453.49$30,133$1,811.32$10.5KJEPQ
8$21,482$464.21$34,531$1,927.17$13.0KJEPQ
9$23,461$474.46$39,403$2,041.08$15.9KJEPQ
10$25,587$484.25$44,787$2,152.59$19.2KJEPQ

WTLTX vs JEPQ: Complete Analysis 2026

WTLTXStock

Under normal circumstances, the fund will invest at least eighty percent (80%) of the value of its net assets plus any borrowings for investment purposes in "high yield" securities. It may invest up to twenty-five percent (25%) in non-U.S. dollar-denominated securities.

Full WTLTX 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.