HomeCompareAMTBB vs JEPQ

AMTBB vs JEPQ: Dividend Comparison 2026

AMTBB yields 6.96% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $13.1K in total portfolio value
10 years
AMTBB
AMTBB
● Live price
6.96%
Share price
$28.72
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.7K
Annual income
$1,083.79
Full AMTBB 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 — AMTBB 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 PeriodAMTBBJEPQ
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, AMTBB + JEPQ cover 0 of 12 monthsgood coverage

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

AMTBB
Annual income on $10K today (after 15% tax)
$591.92/yr
After 10yr DRIP, annual income (after tax)
$921.22/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 $908.48/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

AMTBB: 50%JEPQ: 50%
100% JEPQ50/50100% AMTBB
Portfolio after 10yr
$38.2K
Annual income
$1,618.19/yr
Blended yield
4.23%
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Analyst Conviction Gap

Where Wall Street is most bullish on AMTBB right now

AMTBB
Analyst Ratings
2
Buy
4
Hold
Consensus: Hold
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)

AMTBB buys
0
JEPQ buys
0
No recent congressional trades found for AMTBB or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAMTBBJEPQ
Forward yield6.96%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$31.7K$44.8K
Annual income after 10y$1,083.79$2,152.59
Total dividends collected$8.9K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAMTBB PortfolioAMTBB Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,396$696.38$11,930$1,110.39$534.00JEPQ
2$12,936$741.70$14,133$1,224.34$1.2KJEPQ
3$14,628$786.81$16,632$1,340.46$2.0KJEPQ
4$16,484$831.54$19,454$1,457.97$3.0KJEPQ
5$18,513$875.72$22,626$1,576.08$4.1KJEPQ
6$20,728$919.20$26,175$1,694.09$5.4KJEPQ
7$23,141$961.85$30,133$1,811.32$7.0KJEPQ
8$25,765$1,003.56$34,531$1,927.17$8.8KJEPQ
9$28,612$1,044.24$39,403$2,041.08$10.8KJEPQ
10$31,699$1,083.79$44,787$2,152.59$13.1KJEPQ

AMTBB vs JEPQ: Complete Analysis 2026

AMTBBStock

Amerant Bancorp Inc. operates as the bank holding company for Amerant Bank, N.A. that provides banking products and services to individuals and businesses in the United States and internationally. It offers a range of checking and savings accounts, certificates of deposit, and money market accounts. The company also provides variable and fixed rate commercial real estate loans; loans secured by owner-occupied properties; loans to domestic and foreign individuals primarily secured by personal residence; working capital loans, asset-based lending, participations in shared national credits, purchased receivables, and small business administration loans; loans to financial institutions and acceptances; and consumer loans and overdrafts. In addition, it offers trust and estate planning products and services, brokerage and investment advisory services in global capital markets, and wealth management and fiduciary services. Further, the company provides debit and credit cards; remote deposit capture, online and mobile banking, night depository, direct deposit, and treasury management services; and cashier's checks, safe deposit boxes, and letters of credit, as well as automated teller machines. As of April 10, 2020, it operated 27 banking centers comprising 19 in South Florida and 8 in Houston, Texas, as well as loan production offices in Dallas, Texas, and New York. The company was formerly known as Mercantil Bank Holding Corporation and changed its name to Amerant Bancorp Inc. in June 2019. Amerant Bancorp Inc. was founded in 1979 and is headquartered in Coral Gables, Florida.

Full AMTBB 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.