HomeCompareJGMRX vs QYLD

JGMRX vs QYLD: Dividend Comparison 2026

JGMRX yields 13.53% · QYLD yields 11.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JGMRX wins by $23.3K in total portfolio value
10 years
JGMRX
JGMRX
● Live price
13.53%
Share price
$21.90
Annual div
$2.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.7K
Annual income
$3,134.42
Full JGMRX calculator →
QYLD
Global X Nasdaq 100 Covered Call ETF
● Live price
11.92%
Share price
$17.15
Annual div
$2.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.4K
Annual income
$5,659.31
Full QYLD calculator →

Portfolio growth — JGMRX vs QYLD

📍 JGMRX 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 PeriodJGMRXQYLD
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, JGMRX + QYLD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JGMRX pays
QYLD pays
Both pay
Neither
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Tax Bracket Optimizer

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

JGMRX
Annual income on $10K today (after 15% tax)
$1,150.20/yr
After 10yr DRIP, annual income (after tax)
$2,664.26/yr
QYLD
Annual income on $10K today (after 15% tax)
$1,013.51/yr
After 10yr DRIP, annual income (after tax)
$4,810.41/yr
At 15% tax rate, QYLD beats the other by $2,146.16/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JGMRX + QYLD for your $10,000?

JGMRX: 50%QYLD: 50%
100% QYLD50/50100% JGMRX
Portfolio after 10yr
$37.0K
Annual income
$4,396.87/yr
Blended yield
11.87%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JGMRX buys
0
QYLD buys
0
No recent congressional trades found for JGMRX or QYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJGMRXQYLD
Forward yield13.53%11.92%
Annual dividend / share$2.96$2.04
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$48.7K$25.4K
Annual income after 10y$3,134.42$5,659.31
Total dividends collected$22.1K$27.1K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: JGMRX vs QYLD ($10,000, DRIP)

YearJGMRX PortfolioJGMRX Income/yrQYLD PortfolioQYLD Income/yrGap
1← crossover$12,053$1,353.18$10,352$1,192.36+$1.7KJGMRX
2$14,421$1,524.31$10,830$1,347.57+$3.6KJGMRX
3$17,135$1,704.47$11,460$1,539.07+$5.7KJGMRX
4$20,227$1,892.74$12,275$1,777.84+$8.0KJGMRX
5$23,731$2,088.14$13,323$2,078.95+$10.4KJGMRX
6$27,682$2,289.60$14,667$2,463.34+$13.0KJGMRX
7$32,116$2,496.05$16,396$2,960.57+$15.7KJGMRX
8$37,071$2,706.39$18,631$3,612.97+$18.4KJGMRX
9$42,585$2,919.53$21,548$4,482.15+$21.0KJGMRX
10$48,700$3,134.42$25,398$5,659.31+$23.3KJGMRX

JGMRX vs QYLD: Complete Analysis 2026

JGMRXStock

The fund pursues its investment objective by investing at least 50% of its equity assets in small- and medium-sized companies. It may also invest in larger companies with strong growth potential. Small- and medium-sized companies are defined by the portfolio managers as those companies whose market capitalization falls within the range of companies in the Russell 2500® Growth Index at the time of initial purchase. The fund may also invest in foreign securities, which may include investments in emerging markets.

Full JGMRX Calculator →

QYLDETF

The Global X Nasdaq 100 Covered Call ETF (QYLD) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe Nasdaq-100 BuyWrite V2 Index.

Full QYLD 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.