HomeCompareDMRM vs JEPQ

DMRM vs JEPQ: Dividend Comparison 2026

DMRM yields 3.62% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $20.5K in total portfolio value
10 years
DMRM
DMRM
● Live price
3.62%
Share price
$55.22
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.3K
Annual income
$457.12
Full DMRM 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 — DMRM vs JEPQ

📍 JEPQ pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodDMRMJEPQ
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%.
📅

Dividend Calendar Overlap

Combined, DMRM + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
DMRM pays
JEPQ pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

DMRM
Annual income on $10K today (after 15% tax)
$307.85/yr
After 10yr DRIP, annual income (after tax)
$388.55/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, JEPQ beats the other by $1,540.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

DMRM: 50%JEPQ: 50%
100% JEPQ50/50100% DMRM
Portfolio after 10yr
$35.5K
Annual income
$1,363.15/yr
Blended yield
3.84%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

DMRM buys
0
JEPQ buys
0
No recent congressional trades found for DMRM or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricDMRMJEPQ
Forward yield3.62%11.47%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$25.3K$45.8K
Annual income after 10y$457.12$2,269.18
Total dividends collected$4.1K$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearDMRM PortfolioDMRM Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,062$362.17$11,967$1,146.53$905.00JEPQ
2$12,211$374.43$14,216$1,268.02$2.0KJEPQ
3$13,452$386.28$16,774$1,392.20$3.3KJEPQ
4$14,791$397.69$19,667$1,518.21$4.9KJEPQ
5$16,235$408.68$22,925$1,645.21$6.7KJEPQ
6$17,791$419.24$26,578$1,772.40$8.8KJEPQ
7$19,466$429.35$30,656$1,899.04$11.2KJEPQ
8$21,268$439.04$35,194$2,024.45$13.9KJEPQ
9$23,205$448.29$40,228$2,148.01$17.0KJEPQ
10$25,286$457.12$45,796$2,269.18$20.5KJEPQ

DMRM vs JEPQ: Complete Analysis 2026

DMRMStock

Under normal market conditions, the fund invests a substantial portion, but at least 80%, of its assets, exclusive of collateral held from securities lending, in securities comprising the S&P 400 Managed Risk 2.0 Index. The underlying index seeks to achieve these objectives by allocating weightings among the S&P MidCap 400 Index, the S&P U.S. Treasury Bond Current 5-Year Index and the S&P U.S. Treasury Bill 0-3 Month Index. The fund is non-diversified.

Full DMRM 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 →
📬

Get this DMRM vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

DMRM vs SCHDDMRM vs JEPIDMRM vs ODMRM vs KODMRM vs MAINDMRM vs XYLDDMRM vs QYLDDMRM vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.