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FINMF vs JEPQ: Dividend Comparison 2026

FINMF yields 0.91% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 FINMF wins by $3.28M in total portfolio value· pulled ahead in Year 6
10 years
FINMF
FINMF
● Live price
0.91%
Share price
$66.00
Annual div
$0.60
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$3.33M
Annual income
$2,746,967.07
Full FINMF 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 — FINMF vs JEPQ

📍 FINMF pulled ahead of the other in Year 6

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 PeriodFINMFJEPQ
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, FINMF + JEPQ cover 0 of 12 monthsgood coverage

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

FINMF
Annual income on $10K today (after 15% tax)
$77.14/yr
After 10yr DRIP, annual income (after tax)
$2,334,922.01/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, FINMF beats the other by $2,333,092.31/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 FINMF + JEPQ for your $10,000?

FINMF: 50%JEPQ: 50%
100% JEPQ50/50100% FINMF
Portfolio after 10yr
$1.69M
Annual income
$1,374,559.83/yr
Blended yield
81.50%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on FINMF right now

FINMF
Analyst Ratings
2
Buy
Consensus: Buy
Altman Z
1.7
Piotroski
7/9
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)

FINMF buys
0
JEPQ buys
0
No recent congressional trades found for FINMF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFINMFJEPQ
Forward yield0.91%11.10%
Annual dividend / share$0.60$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$3.33M$44.8K
Annual income after 10y$2,746,967.07$2,152.59
Total dividends collected$3.26M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFINMF PortfolioFINMF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$10,882$181.52$11,930$1,110.39$1.0KJEPQ
2$12,012$369.19$14,133$1,224.34$2.1KJEPQ
3$13,615$761.79$16,632$1,340.46$3.0KJEPQ
4$16,182$1,613.88$19,454$1,457.97$3.3KJEPQ
5$20,900$3,585.34$22,626$1,576.08$1.7KJEPQ
6← crossover$31,019$8,655.50$26,175$1,694.09+$4.8KFINMF
7$57,201$24,011.11$30,133$1,811.32+$27.1KFINMF
8$143,969$82,763.71$34,531$1,927.17+$109.4KFINMF
9$543,406$389,359.64$39,403$2,041.08+$504.0KFINMF
10$3,328,412$2,746,967.07$44,787$2,152.59+$3.28MFINMF

FINMF vs JEPQ: Complete Analysis 2026

FINMFStock

Leonardo S.p.a., an industrial and technological company, engages in the helicopters, defense electronics and security systems, aeronautics, space, and other businesses in Italy, the United Kingdom, rest of Europe, the United States, and internationally. The company offers a range of helicopters for battlefield, combat, maritime, training, executive and private transport, medical and rescue, security, energy, and utility services, as well as provides support and training services. It also provides trainers, fighters, multi-mission transport, and multi-mission surveillance aircraft; command and controls, radars and sensors, optronics, communication systems, electronic warfare, avionics, air traffic management, and defense systems; and cyber security and resilience, critical communications, digitalization, and monitoring. In addition, the company offers geoinformation, satellite communications, ground systems, navigation, and satellite operations; interplanetary probes and orbiting modules; and robotics and drilling, electro-optics, laser transmitters, atomic clocks, photovoltaic panels, power distributors and amplifiers, attitude sensors, and orbital micropropulsion. Further, it engages in the production and assembly of major structural composite and metallic components for commercial and military aircraft, helicopters, and unmanned aircraft, as well as provides automation of airport baggage handling, mail sorting centers, and courier logistics hubs. The company was formerly known as Leonardo – Finmeccanica S.p.a. and changed its name to Leonardo S.p.a. in January 2017. Leonardo S.p.a. was founded in 1948 and is headquartered in Rome, Italy.

Full FINMF 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.