HomeCompareFMXUF vs JEPQ

FMXUF vs JEPQ: Dividend Comparison 2026

FMXUF yields 7.18% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FMXUF wins by $52247.50M in total portfolio value
10 years
FMXUF
FMXUF
● Live price
7.18%
Share price
$11.00
Annual div
$0.79
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$52247.54M
Annual income
$50,886,111,367.03
Full FMXUF 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 — FMXUF vs JEPQ

📍 FMXUF 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 PeriodFMXUFJEPQ
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, FMXUF + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FMXUF
Annual income on $10K today (after 15% tax)
$610.32/yr
After 10yr DRIP, annual income (after tax)
$43,253,194,661.98/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, FMXUF beats the other by $43,253,192,832.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FMXUF: 50%JEPQ: 50%
100% JEPQ50/50100% FMXUF
Portfolio after 10yr
$26123.79M
Annual income
$25,443,056,759.81/yr
Blended yield
97.39%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on FMXUF right now

FMXUF
Analyst Ratings
7
Buy
3
Hold
Consensus: Buy
Altman Z
2.5
Piotroski
6/9
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)

FMXUF buys
0
JEPQ buys
0
No recent congressional trades found for FMXUF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFMXUFJEPQ
Forward yield7.18%11.10%
Annual dividend / share$0.79$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$52247.54M$44.8K
Annual income after 10y$50,886,111,367.03$2,152.59
Total dividends collected$52154.12M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFMXUF PortfolioFMXUF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,136$1,436.05$11,930$1,110.39+$206.00FMXUF
2$16,243$3,257.58$14,133$1,224.34+$2.1KFMXUF
3$25,530$8,149.55$16,632$1,340.46+$8.9KFMXUF
4$51,259$23,941.74$19,454$1,457.97+$31.8KFMXUF
5$144,697$89,850.84$22,626$1,576.08+$122.1KFMXUF
6$628,919$474,092.45$26,175$1,694.09+$602.7KFMXUF
7$4,524,558$3,851,614.42$30,133$1,811.32+$4.49MFMXUF
8$56,634,218$51,792,941.24$34,531$1,927.17+$56.60MFMXUF
9$1,272,366,911$1,211,768,297.73$39,403$2,041.08+$1272.33MFMXUF
10$52,247,543,962$50,886,111,367.03$44,787$2,152.59+$52247.50MFMXUF

FMXUF vs JEPQ: Complete Analysis 2026

FMXUFStock

Fomento Económico Mexicano, S.A.B. de C.V., through its subsidiaries, operates as a bottler of Coca-Cola trademark beverages. The company produces, markets, and distributes Coca-Cola trademark beverages in Mexico, Guatemala, Nicaragua, Costa Rica, Panama, Colombia, Venezuela, Brazil, Argentina, and Uruguay. It also operates small-box retail chain stores in Mexico, Colombia, Peru, Chile, and Brazil under the OXXO name; retail service stations for fuels, motor oils, lubricants, and car care products under the OXXO GAS name in Mexico; and drugstores in Chile, Colombia, Ecuador, and Mexico under the Cruz Verde, Fybeca, SanaSana, YZA, La Moderna, and Farmacon names. In addition, the company is involved in the production and distribution of chillers, commercial refrigeration equipment, plastic boxes, food processing, and preservation and weighing equipment; and provision of logistic transportation, distribution and maintenance, point-of-sale refrigeration, and plastics solutions, as well as distribution platform for cleaning products and consumables. As of December 31, 2021, it operated 20,431 OXXO stores; 3,652 drugstores; and 567 OXXO GAS service stations. Fomento Económico Mexicano, S.A.B. de C.V. was founded in 1890 and is based in Monterrey, Mexico.

Full FMXUF 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 FMXUF vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

FMXUF vs SCHDFMXUF vs JEPIFMXUF vs OFMXUF vs KOFMXUF vs MAINFMXUF vs XYLDFMXUF vs QYLDFMXUF 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.