HomeCompareYATRY vs JEPQ

YATRY vs JEPQ: Dividend Comparison 2026

YATRY yields 2.84% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 YATRY wins by $553.6K in total portfolio value· pulled ahead in Year 5
10 years
YATRY
YATRY
● Live price
2.84%
Share price
$10.93
Annual div
$0.31
5Y div CAGR
60.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$598.4K
Annual income
$368,685.07
Full YATRY 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 — YATRY vs JEPQ

📍 YATRY pulled ahead of the other in Year 5

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 PeriodYATRYJEPQ
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, YATRY + JEPQ cover 0 of 12 monthsgood coverage

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

YATRY
Annual income on $10K today (after 15% tax)
$241.08/yr
After 10yr DRIP, annual income (after tax)
$313,382.31/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, YATRY beats the other by $311,552.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

YATRY: 50%JEPQ: 50%
100% JEPQ50/50100% YATRY
Portfolio after 10yr
$321.6K
Annual income
$185,418.83/yr
Blended yield
57.66%
📊

Analyst Conviction Gap

Where Wall Street is split right now

YATRY
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
2.6
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)

YATRY buys
0
JEPQ buys
0
No recent congressional trades found for YATRY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricYATRYJEPQ
Forward yield2.84%11.10%
Annual dividend / share$0.31$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR60.2%0%
Portfolio after 10y$598.4K$44.8K
Annual income after 10y$368,685.07$2,152.59
Total dividends collected$554.2K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearYATRY PortfolioYATRY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,154$454.36$11,930$1,110.39$776.00JEPQ
2$12,694$758.80$14,133$1,224.34$1.4KJEPQ
3$14,875$1,292.88$16,632$1,340.46$1.8KJEPQ
4$18,185$2,268.35$19,454$1,457.97$1.3KJEPQ
5← crossover$23,610$4,151.77$22,626$1,576.08+$984.00YATRY
6$33,333$8,070.30$26,175$1,694.09+$7.2KYATRY
7$52,725$17,058.78$30,133$1,811.32+$22.6KYATRY
8$96,815$40,398.99$34,531$1,927.17+$62.3KYATRY
9$214,656$111,064.34$39,403$2,041.08+$175.3KYATRY
10$598,367$368,685.07$44,787$2,152.59+$553.6KYATRY

YATRY vs JEPQ: Complete Analysis 2026

YATRYStock

Yamato Holdings Co., Ltd. provides delivery, logistics, home convenience, e-business, financial, auto works, and other related services in Japan, North America, and internationally. The company's Delivery segment offers small parcel delivery services, such as door-to-door parcel delivery and posting services. Its BIZ-Logistics segment provides intercompany logistics services to B2B supply-chain management market. The company's Home Convenience segment offers lifestyle support services, including moving and household effects delivery services. Its e-Business segment provides information services comprising ASP services and information systems development for business markets. The company's Financial segment offers settlement and collection services to customers and business customers. Its Autoworks segment provides vehicle maintenance and fuel supply services for transport companies. The company was founded in 1919 and is headquartered in Tokyo, Japan.

Full YATRY 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.