Is AUMTF or JEPQ a better dividend investment in 2026?

AUMTF currently yields 1055.07% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: AUMTF offers higher current income.

What is the dividend yield difference between AUMTF and JEPQ?

AUMTF has a forward dividend yield of 1055.07% ($2.00/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 1043.97 percentage points.

Home › Compare › AUMTF vs JEPQ

AUMTF vs JEPQ: Dividend Comparison 2026

AUMTF yields 1055.07% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 AUMTF wins by $1.76M in total portfolio value

INVESTMENT

TIME HORIZON10 years

AUMTF

● Live price

1055.07%

Share price

$0.19

Annual div

$2.00

5Y div CAGR

-50%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$1.80M

Annual income

$9,402.38

Full AUMTF calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — AUMTF vs JEPQ

📍 AUMTF 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 Period	AUMTF	JEPQ
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, AUMTF + JEPQ cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

AUMTF 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.

AUMTF

Annual income on $10K today (after 15% tax)

$89,681.37/yr

After 10yr DRIP, annual income (after tax)

$7,992.02/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, AUMTF beats the other by $6,162.32/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

AUMTF: 50%JEPQ: 50%

100% JEPQ50/50100% AUMTF

Portfolio after 10yr

$924.7K

Annual income

$5,777.48/yr

Blended yield

0.62%

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Analyst Conviction Gap

Where Wall Street is most bullish on AUMTF right now

AUMTF

Analyst Ratings

Buy

Consensus: Buy

Altman Z

3.3

Piotroski

5/9

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AUMTF buys

JEPQ buys

No recent congressional trades found for AUMTF or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricAUMTFJEPQ

Forward yield	1055.07% ✓	11.10%
Annual dividend / share	$2.00	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	-50%	0% ✓
Portfolio after 10y	$1.80M	$44.8K ✓
Annual income after 10y	$9,402.38 ✓	$2,152.59
Total dividends collected	$1.20M	$16.3K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	AUMTF Portfolio	AUMTF Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$63,454	$52,753.75	$11,930	$1,110.39	+$51.5K → AUMTF
2	$224,317	$156,421.62	$14,133	$1,224.34	+$210.2K → AUMTF
3	$498,417	$258,397.43	$16,632	$1,340.46	+$481.8K → AUMTF
4	$801,596	$268,290.08	$19,454	$1,457.97	+$782.1K → AUMTF
5	$1,059,337	$201,629.35	$22,626	$1,576.08	+$1.04M → AUMTF
6	$1,258,005	$124,514.12	$26,175	$1,694.09	+$1.23M → AUMTF
7	$1,415,161	$69,096.01	$30,133	$1,811.32	+$1.39M → AUMTF
8	$1,550,544	$36,321.42	$34,531	$1,927.17	+$1.52M → AUMTF
9	$1,677,678	$18,596.33	$39,403	$2,041.08	+$1.64M → AUMTF
10	$1,804,518	$9,402.38	$44,787	$2,152.59	+$1.76M → AUMTF

AUMTF vs JEPQ: Complete Analysis 2026

AUMTF — Stock

Aurelia Metals Limited explores for and develops mineral properties in Australia. The company primarily explores for gold, silver, lead, zinc, and copper deposits. It owns 100% interests in the Hera mine located to the south-east of Cobar, New South Wales; and the Peak mine situated in the northern part of the Cobar Basin, New South Wales, as well as the Dargues mine located in southeastern New South Wales. The company was formerly known as YTC Resources Limited and changed its name to Aurelia Metals Limited in June 2014. Aurelia Metals Limited was incorporated in 2004 and is headquartered in Brisbane, Australia.

Full AUMTF Calculator →

JEPQ — ETF

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.