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ISMD vs JEPQ: Dividend Comparison 2026

ISMD yields 1.11% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $23.5K in total portfolio value
10 years
ISMD
ISMD
● Live price
1.11%
Share price
$39.97
Annual div
$0.44
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.3K
Annual income
$119.07
Full ISMD 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 — ISMD vs JEPQ

📍 JEPQ 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 PeriodISMDJEPQ
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, ISMD + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

ISMD
Annual income on $10K today (after 15% tax)
$94.19/yr
After 10yr DRIP, annual income (after tax)
$101.21/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 $1,728.49/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ISMD: 50%JEPQ: 50%
100% JEPQ50/50100% ISMD
Portfolio after 10yr
$33.0K
Annual income
$1,135.82/yr
Blended yield
3.44%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ISMD buys
0
JEPQ buys
0
No recent congressional trades found for ISMD or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricISMDJEPQ
Forward yield1.11%11.10%
Annual dividend / share$0.44$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.3K$44.8K
Annual income after 10y$119.07$2,152.59
Total dividends collected$1.2K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearISMD PortfolioISMD Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,811$110.81$11,930$1,110.39$1.1KJEPQ
2$11,680$111.96$14,133$1,224.34$2.5KJEPQ
3$12,610$113.04$16,632$1,340.46$4.0KJEPQ
4$13,607$114.06$19,454$1,457.97$5.8KJEPQ
5$14,674$115.03$22,626$1,576.08$8.0KJEPQ
6$15,818$115.93$26,175$1,694.09$10.4KJEPQ
7$17,042$116.79$30,133$1,811.32$13.1KJEPQ
8$18,352$117.60$34,531$1,927.17$16.2KJEPQ
9$19,755$118.35$39,403$2,041.08$19.6KJEPQ
10$21,257$119.07$44,787$2,152.59$23.5KJEPQ

ISMD vs JEPQ: Complete Analysis 2026

ISMDStock

Inspire Small/Mid Cap ETF invests into inspiring, biblically aligned small and mid-sized companies from the United States as determined by Inspire Impact Scores greater than or equal to zero.

Full ISMD 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.