HomeCompareDMIDX vs JEPQ

DMIDX vs JEPQ: Dividend Comparison 2026

DMIDX yields 12.70% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DMIDX wins by $382.00 in total portfolio value
10 years
DMIDX
DMIDX
● Live price
12.70%
Share price
$26.60
Annual div
$3.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$46.2K
Annual income
$2,800.91
Full DMIDX calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — DMIDX vs JEPQ

📍 DMIDX 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 PeriodDMIDXJEPQ
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, DMIDX + JEPQ cover 0 of 12 monthsgood coverage

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

DMIDX
Annual income on $10K today (after 15% tax)
$1,079.69/yr
After 10yr DRIP, annual income (after tax)
$2,380.77/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, DMIDX beats the other by $451.97/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DMIDX: 50%JEPQ: 50%
100% JEPQ50/50100% DMIDX
Portfolio after 10yr
$46.0K
Annual income
$2,535.04/yr
Blended yield
5.51%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DMIDX buys
0
JEPQ buys
0
No recent congressional trades found for DMIDX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDMIDXJEPQ
Forward yield12.70%11.47%
Annual dividend / share$3.38$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$46.2K$45.8K
Annual income after 10y$2,800.91$2,269.18
Total dividends collected$20.1K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearDMIDX PortfolioDMIDX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,970$1,270.23$11,967$1,146.53+$3.00DMIDX
2$14,229$1,421.02$14,216$1,268.02+$13.00DMIDX
3$16,804$1,578.67$16,774$1,392.20+$30.00DMIDX
4$19,723$1,742.36$19,667$1,518.21+$56.00DMIDX
5$23,014$1,911.21$22,925$1,645.21+$89.00DMIDX
6$26,710$2,084.30$26,578$1,772.40+$132.00DMIDX
7$30,840$2,260.71$30,656$1,899.04+$184.00DMIDX
8$35,438$2,439.54$35,194$2,024.45+$244.00DMIDX
9$40,539$2,619.89$40,228$2,148.01+$311.00DMIDX
10$46,178$2,800.91$45,796$2,269.18+$382.00DMIDX

DMIDX vs JEPQ: Complete Analysis 2026

DMIDXStock

To pursue its goal, the fund generally is fully invested in stocks included in the S&P MidCap 400® Index and in futures whose performance is tied to the index. It generally invests in all 400 stocks in the S&P MidCap 400® Index in proportion to their weighting in the index. The S&P MidCap 400® Index is an unmanaged index of 400 common stocks of medium-size companies. The fund is non-diversified.

Full DMIDX 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.