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JTA vs MCD: Dividend Comparison 2026

JTA yields 179.04% · MCD yields 2.35%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JTA wins by $63.75M in total portfolio value
10 years
JTA
JTA
● Live price
179.04%
Share price
$11.53
Annual div
$20.64
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$63.83M
Annual income
$30,412,773.89
Full JTA calculator →
MCD
McDonald's Corporation
● Live price
2.35%
Share price
$308.53
Annual div
$7.26
5Y div CAGR
42.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$78.5K
Annual income
$26,227.70
Full MCD calculator →

Portfolio growth — JTA vs MCD

📍 JTA 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 PeriodJTAMCD
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, JTA + MCD cover 0 of 12 monthsgood coverage

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

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

JTA
Annual income on $10K today (after 15% tax)
$15,218.32/yr
After 10yr DRIP, annual income (after tax)
$25,850,857.81/yr
MCD
Annual income on $10K today (after 15% tax)
$200.01/yr
After 10yr DRIP, annual income (after tax)
$22,293.55/yr
At 15% tax rate, JTA beats the other by $25,828,564.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JTA + MCD for your $10,000?

JTA: 50%MCD: 50%
100% MCD50/50100% JTA
Portfolio after 10yr
$31.95M
Annual income
$15,219,500.80/yr
Blended yield
47.63%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MCD right now

JTA
Analyst Ratings
1
Hold
Consensus: Hold
MCD
Analyst Ratings
37
Buy
23
Hold
1
Sell
Consensus: Buy
Price Target
$351.76
+14.0% upside vs current
Range: $320.00 — $385.00
Altman Z
4.9
Piotroski
5/9
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)

JTA buys
0
MCD buys
0
No recent congressional trades found for JTA or MCD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJTAMCD
Forward yield179.04%2.35%
Annual dividend / share$20.64$7.26
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%42.3%
Portfolio after 10y$63.83M$78.5K
Annual income after 10y$30,412,773.89$26,227.70
Total dividends collected$59.77M$58.5K
Payment frequencyquarterlyquarterly
SectorStockConsumer Discretionary
Analyst consensusHoldBuy

Year-by-year: JTA vs MCD ($10,000, DRIP)

YearJTA PortfolioJTA Income/yrMCD PortfolioMCD Income/yrGap
1← crossover$28,604$17,903.90$10,815$334.85+$17.8KJTA
2$78,468$47,861.82$11,826$491.71+$66.6KJTA
3$206,669$122,707.96$13,123$730.06+$193.5KJTA
4$523,180$302,044.63$14,853$1,100.07+$508.3KJTA
5$1,274,404$714,601.41$17,257$1,690.61+$1.26MJTA
6$2,990,419$1,626,806.92$20,752$2,667.01+$2.97MJTA
7$6,767,357$3,567,608.16$26,103$4,354.83+$6.74MJTA
8$14,786,439$7,545,366.70$34,794$7,437.78+$14.75MJTA
9$31,229,305$15,407,815.72$49,926$13,461.60+$31.18MJTA
10$63,828,130$30,412,773.89$78,550$26,227.70+$63.75MJTA

JTA vs MCD: Complete Analysis 2026

JTAStock

Nuveen Tax Advantaged Total Return Strategy Fund (the Fund) is a diversified, closed-end investment company. The Fund's investment objective is to achieve a high level of after-tax total return consisting primarily of tax-advantaged dividend income and capital appreciation. It invests a substantial majority of its assets in common and preferred stocks whose dividends qualify for reduced income tax treatment. It also invests a portion of its assets in senior loans to generate additional income and help mitigate the potential net asset value and income volatility of the Fund's leverage structure due to changes in long-term and short-term interest rates. It invests at least 60% of its managed assets in dividend-paying common stocks. It also invests 15% to 25% in senior loans and other debt instruments, as well as 5% to 15% in preferred stocks that are eligible to pay tax-advantaged dividends. The Fund's investment advisor is Nuveen Fund Advisors, LLC.

Full JTA Calculator →

MCDConsumer Discretionary

McDonald's Corporation operates and franchises McDonald's restaurants in the United States and internationally. Its restaurants offer hamburgers and cheeseburgers, chicken sandwiches and nuggets, wraps, fries, salads, oatmeal, shakes, desserts, sundaes, soft serve cones, bakery items, soft drinks, coffee, and beverages and other beverages, as well as breakfast menu, including biscuit and bagel sandwiches, breakfast burritos, hotcakes, and other sandwiches. As of December 31, 2021, the company operated 40,031 restaurants. McDonald's Corporation was founded in 1940 and is headquartered in Chicago, Illinois.

Full MCD 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.