HomeCompareXROLF vs JEPQ

XROLF vs JEPQ: Dividend Comparison 2026

XROLF yields 3.88% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $19.1K in total portfolio value
10 years
XROLF
XROLF
● Live price
3.88%
Share price
$51.55
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.7K
Annual income
$497.76
Full XROLF 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 — XROLF 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 PeriodXROLFJEPQ
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, XROLF + JEPQ cover 0 of 12 monthsgood coverage

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

XROLF
Annual income on $10K today (after 15% tax)
$329.78/yr
After 10yr DRIP, annual income (after tax)
$423.10/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 $1,406.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

XROLF: 50%JEPQ: 50%
100% JEPQ50/50100% XROLF
Portfolio after 10yr
$35.3K
Annual income
$1,325.17/yr
Blended yield
3.76%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on XROLF right now

XROLF
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
6.0
Piotroski
6/9
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)

XROLF buys
0
JEPQ buys
0
No recent congressional trades found for XROLF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricXROLFJEPQ
Forward yield3.88%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$25.7K$44.8K
Annual income after 10y$497.76$2,152.59
Total dividends collected$4.5K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearXROLF PortfolioXROLF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,088$387.97$11,930$1,110.39$842.00JEPQ
2$12,266$402.04$14,133$1,224.34$1.9KJEPQ
3$13,540$415.66$16,632$1,340.46$3.1KJEPQ
4$14,917$428.83$19,454$1,457.97$4.5KJEPQ
5$16,403$441.52$22,626$1,576.08$6.2KJEPQ
6$18,005$453.73$26,175$1,694.09$8.2KJEPQ
7$19,731$465.46$30,133$1,811.32$10.4KJEPQ
8$21,588$476.71$34,531$1,927.17$12.9KJEPQ
9$23,587$487.47$39,403$2,041.08$15.8KJEPQ
10$25,736$497.76$44,787$2,152.59$19.1KJEPQ

XROLF vs JEPQ: Complete Analysis 2026

XROLFStock

Xero Limited, together with its subsidiaries, operates as a software as a service company in New Zealand, Australia, the United Kingdom, and internationally. The company offers Xero, an open platform that connects small businesses to a range of solutions, which helps to manage their finances. It also provides Xero mobile app; and accountant/bookkeeper tools, including Xero HQ, Xero Practice Manager, Xero Workpapers, and Xero Cashbook or Xero Ledger. Xero Limited was incorporated in 2006 and is headquartered in Wellington, New Zealand.

Full XROLF 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.