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ITM vs JEPQ: Dividend Comparison 2026

ITM yields 2.93% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $20.7K in total portfolio value
10 years
ITM
ITM
● Live price
2.93%
Share price
$46.47
Annual div
$1.36
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.1K
Annual income
$353.58
Full ITM 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 — ITM 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 PeriodITMJEPQ
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, ITM + JEPQ cover 0 of 12 monthsgood coverage

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

ITM
Annual income on $10K today (after 15% tax)
$248.86/yr
After 10yr DRIP, annual income (after tax)
$300.54/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 $1,529.16/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

ITM: 50%JEPQ: 50%
100% JEPQ50/50100% ITM
Portfolio after 10yr
$34.4K
Annual income
$1,253.08/yr
Blended yield
3.64%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ITM buys
0
JEPQ buys
0
No recent congressional trades found for ITM or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricITMJEPQ
Forward yield2.93%11.10%
Annual dividend / share$1.36$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.1K$44.8K
Annual income after 10y$353.58$2,152.59
Total dividends collected$3.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearITM PortfolioITM Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,993$292.78$11,930$1,110.39$937.00JEPQ
2$12,063$300.79$14,133$1,224.34$2.1KJEPQ
3$13,216$308.48$16,632$1,340.46$3.4KJEPQ
4$14,457$315.86$19,454$1,457.97$5.0KJEPQ
5$15,792$322.91$22,626$1,576.08$6.8KJEPQ
6$17,227$329.65$26,175$1,694.09$8.9KJEPQ
7$18,769$336.08$30,133$1,811.32$11.4KJEPQ
8$20,425$342.21$34,531$1,927.17$14.1KJEPQ
9$22,203$348.04$39,403$2,041.08$17.2KJEPQ
10$24,110$353.58$44,787$2,152.59$20.7KJEPQ

ITM vs JEPQ: Complete Analysis 2026

ITMStock

VanEck Intermediate Muni ETF (ITM) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the ICE Intermediate AMT-Free Broad National Municipal Index (MBNI), which is intended to track the overall performance of the U.S. dollar denominated intermediate-term tax-exempt bond market.

Full ITM 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.