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MACQU vs JEPI: Dividend Comparison 2026

MACQU yields 22.08% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MACQU wins by $53.5K in total portfolio value
10 years
MACQU
MACQU
● Live price
22.08%
Share price
$9.06
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$82.9K
Annual income
$8,360.71
Full MACQU calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — MACQU vs JEPI

📍 MACQU 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 PeriodMACQUJEPI
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, MACQU + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

MACQU
Annual income on $10K today (after 15% tax)
$1,876.38/yr
After 10yr DRIP, annual income (after tax)
$7,106.60/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, MACQU beats the other by $5,768.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of MACQU + JEPI for your $10,000?

MACQU: 50%JEPI: 50%
100% JEPI50/50100% MACQU
Portfolio after 10yr
$56.1K
Annual income
$4,967.19/yr
Blended yield
8.86%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MACQU buys
0
JEPI buys
0
No recent congressional trades found for MACQU or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMACQUJEPI
Forward yield22.08%8.56%
Annual dividend / share$2.00$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$82.9K$29.3K
Annual income after 10y$8,360.71$1,573.67
Total dividends collected$49.5K$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: MACQU vs JEPI ($10,000, DRIP)

YearMACQU PortfolioMACQU Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$12,908$2,207.51$11,276$855.74+$1.6KMACQU
2$16,474$2,662.93$12,675$926.02+$3.8KMACQU
3$20,804$3,176.38$14,207$999.01+$6.6KMACQU
4$26,009$3,748.76$15,878$1,074.57+$10.1KMACQU
5$32,209$4,380.08$17,697$1,152.57+$14.5KMACQU
6$39,533$5,069.47$19,674$1,232.87+$19.9KMACQU
7$48,116$5,815.17$21,815$1,315.29+$26.3KMACQU
8$58,099$6,614.60$24,131$1,399.68+$34.0KMACQU
9$69,630$7,464.43$26,630$1,485.86+$43.0KMACQU
10$82,865$8,360.71$29,323$1,573.67+$53.5KMACQU

MACQU vs JEPI: Complete Analysis 2026

MACQUStock

As of December 22, 2021, MCAP Acquisition Corporation was acquired by AdTheorent, Inc., in a reverse merger transaction.

Full MACQU Calculator →

JEPIETF

The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.

Full JEPI 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.