HomeCompareFMTX vs JEPQ

FMTX vs JEPQ: Dividend Comparison 2026

FMTX yields 10.00% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $6.0K in total portfolio value
10 years
FMTX
FMTX
● Live price
10.00%
Share price
$20.01
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$38.7K
Annual income
$1,873.10
Full FMTX 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 — FMTX 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 PeriodFMTXJEPQ
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, FMTX + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FMTX
Annual income on $10K today (after 15% tax)
$849.58/yr
After 10yr DRIP, annual income (after tax)
$1,592.14/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 $237.57/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FMTX: 50%JEPQ: 50%
100% JEPQ50/50100% FMTX
Portfolio after 10yr
$41.8K
Annual income
$2,012.84/yr
Blended yield
4.82%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on FMTX right now

FMTX
Analyst Ratings
3
Buy
4
Hold
Consensus: Hold
Price Target
$20.00
-0.0% upside vs current
Range: $20.00 — $20.00
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)

FMTX buys
0
JEPQ buys
0
No recent congressional trades found for FMTX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFMTXJEPQ
Forward yield10.00%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$38.7K$44.8K
Annual income after 10y$1,873.10$2,152.59
Total dividends collected$14.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFMTX PortfolioFMTX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,700$999.50$11,930$1,110.39$230.00JEPQ
2$13,611$1,092.86$14,133$1,224.34$522.00JEPQ
3$15,752$1,188.27$16,632$1,340.46$880.00JEPQ
4$18,140$1,285.22$19,454$1,457.97$1.3KJEPQ
5$20,793$1,383.22$22,626$1,576.08$1.8KJEPQ
6$23,731$1,481.79$26,175$1,694.09$2.4KJEPQ
7$26,972$1,580.48$30,133$1,811.32$3.2KJEPQ
8$30,539$1,678.86$34,531$1,927.17$4.0KJEPQ
9$34,453$1,776.52$39,403$2,041.08$5.0KJEPQ
10$38,738$1,873.10$44,787$2,152.59$6.0KJEPQ

FMTX vs JEPQ: Complete Analysis 2026

FMTXStock

Forma Therapeutics Holdings, Inc., a clinical-stage biopharmaceutical company, focuses on development and commercialization of novel therapeutics for treatment of rare hematologic diseases and cancers. Its core product candidates for development include FT-4202, which is Phase 1 trial for the treatment of sickle cell disease and other hemoglobinopathies; and FT-7051 for the treatment of metastatic castration-resistant prostate cancer. The company is also developing Olutasidenib, a selective inhibitor for cancers with isocitrate dehydrogenase 1 gene mutations, which is in Phase II trial for the treatment of relapsed/refractory acute myeloid leukemia and Phase I trial to treat glioma; and FT-8225, a liver-targeted fatty-acid synthase inhibitor designed to block de novo lipogenesis in the liver. Forma Therapeutics Holdings, Inc. was founded in 2007 and is headquartered in Watertown, Massachusetts. As of October 14, 2022, Forma Therapeutics Holdings, Inc. operates as a subsidiary of Novo Nordisk A/S.

Full FMTX 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 FMTX vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FMTX vs SCHDFMTX vs JEPIFMTX vs OFMTX vs KOFMTX vs MAINFMTX vs XYLDFMTX vs QYLDFMTX 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.