HomeCompareJMOCX vs JEPQ

JMOCX vs JEPQ: Dividend Comparison 2026

JMOCX yields 5.55% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $16.0K in total portfolio value
10 years
JMOCX
JMOCX
● Live price
5.55%
Share price
$12.80
Annual div
$0.71
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.8K
Annual income
$791.12
Full JMOCX 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 — JMOCX 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 PeriodJMOCXJEPQ
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, JMOCX + JEPQ cover 0 of 12 monthsgood coverage

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

JMOCX
Annual income on $10K today (after 15% tax)
$471.81/yr
After 10yr DRIP, annual income (after tax)
$672.45/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 $1,157.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JMOCX: 50%JEPQ: 50%
100% JEPQ50/50100% JMOCX
Portfolio after 10yr
$36.8K
Annual income
$1,471.85/yr
Blended yield
4.00%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMOCX buys
0
JEPQ buys
0
No recent congressional trades found for JMOCX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJMOCXJEPQ
Forward yield5.55%11.10%
Annual dividend / share$0.71$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.8K$44.8K
Annual income after 10y$791.12$2,152.59
Total dividends collected$6.8K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJMOCX PortfolioJMOCX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,255$555.07$11,930$1,110.39$675.00JEPQ
2$12,627$583.86$14,133$1,224.34$1.5KJEPQ
3$14,123$612.17$16,632$1,340.46$2.5KJEPQ
4$15,751$639.91$19,454$1,457.97$3.7KJEPQ
5$17,521$667.01$22,626$1,576.08$5.1KJEPQ
6$19,441$693.40$26,175$1,694.09$6.7KJEPQ
7$21,521$719.05$30,133$1,811.32$8.6KJEPQ
8$23,771$743.91$34,531$1,927.17$10.8KJEPQ
9$26,203$767.94$39,403$2,041.08$13.2KJEPQ
10$28,828$791.12$44,787$2,152.59$16.0KJEPQ

JMOCX vs JEPQ: Complete Analysis 2026

JMOCXStock

The fund invests in other Janus Henderson mutual funds and ETFs that represent a variety of asset classes and investment styles and provide exposure to issuers that are economically tied to countries throughout the world. It will have approximately 40% to 65% of its net assets allocated to non-U.S. investments. The fund invests in a diversified portfolio of underlying funds, resulting in an allocation of the fund’s investments that normally provides exposure to equity investments, fixed-income securities, money market instruments and, if available, alternative investments.

Full JMOCX 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.