HomeCompareKMF vs JEPQ

KMF vs JEPQ: Dividend Comparison 2026

KMF yields 9.53% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $23.4K in total portfolio value
10 years
KMF
KMF
● Live price
9.53%
Share price
$6.72
Annual div
$0.64
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$1.01
Full KMF 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 — KMF vs JEPQ

📍 JEPQ pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodKMFJEPQ
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%.
📅

Dividend Calendar Overlap

Combined, KMF + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

KMF
Annual income on $10K today (after 15% tax)
$810.13/yr
After 10yr DRIP, annual income (after tax)
$0.86/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 $1,828.84/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

KMF: 50%JEPQ: 50%
100% JEPQ50/50100% KMF
Portfolio after 10yr
$33.1K
Annual income
$1,076.80/yr
Blended yield
3.26%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on JEPQ right now

KMF
Analyst Ratings
2
Sell
Consensus: Sell
JEPQ
No analyst data
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)

KMF buys
0
JEPQ buys
0
No recent congressional trades found for KMF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricKMFJEPQ
Forward yield9.53%11.10%
Annual dividend / share$0.64$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$21.4K$44.8K
Annual income after 10y$1.01$2,152.59
Total dividends collected$980.00$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearKMF PortfolioKMF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,177$476.55$11,930$1,110.39$753.00JEPQ
2$12,208$248.88$14,133$1,224.34$1.9KJEPQ
3$13,189$127.03$16,632$1,340.46$3.4KJEPQ
4$14,177$64.13$19,454$1,457.97$5.3KJEPQ
5$15,201$32.21$22,626$1,576.08$7.4KJEPQ
6$16,282$16.14$26,175$1,694.09$9.9KJEPQ
7$17,429$8.08$30,133$1,811.32$12.7KJEPQ
8$18,653$4.04$34,531$1,927.17$15.9KJEPQ
9$19,961$2.02$39,403$2,041.08$19.4KJEPQ
10$21,360$1.01$44,787$2,152.59$23.4KJEPQ

KMF vs JEPQ: Complete Analysis 2026

KMFStock

Kayne Anderson NextGen Energy & Infrastructure, Inc. is a close-ended equity mutual fund launched and managed by KA Fund Advisors, LLC. It invests in public equity markets of North America. The fund primarily invests in companies in the midstream/energy sector consisting of Midstream MLPs, Midstream Companies, Other MLPs and Other Energy companies. It invests in stocks of companies across diversified market capitalizations. Kayne Anderson NextGen Energy & Infrastructure, Inc. was formed on November 24, 2010 and is domiciled in the United States.

Full KMF 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 →
📬

Get this KMF vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

KMF vs SCHDKMF vs JEPIKMF vs OKMF vs KOKMF vs MAINKMF vs XYLDKMF vs QYLDKMF vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.