HomeCompareMAKOX vs JEPQ

MAKOX vs JEPQ: Dividend Comparison 2026

MAKOX yields 46.73% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MAKOX wins by $287.5K in total portfolio value
10 years
MAKOX
MAKOX
● Live price
46.73%
Share price
$4.28
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$332.3K
Annual income
$63,787.14
Full MAKOX 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 — MAKOX vs JEPQ

📍 MAKOX 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 PeriodMAKOXJEPQ
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, MAKOX + JEPQ cover 0 of 12 monthsgood coverage

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

MAKOX
Annual income on $10K today (after 15% tax)
$3,971.96/yr
After 10yr DRIP, annual income (after tax)
$54,219.07/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, MAKOX beats the other by $52,389.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MAKOX: 50%JEPQ: 50%
100% JEPQ50/50100% MAKOX
Portfolio after 10yr
$188.5K
Annual income
$32,969.86/yr
Blended yield
17.49%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MAKOX buys
0
JEPQ buys
0
No recent congressional trades found for MAKOX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMAKOXJEPQ
Forward yield46.73%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$332.3K$44.8K
Annual income after 10y$63,787.14$2,152.59
Total dividends collected$260.8K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMAKOX PortfolioMAKOX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$15,373$4,672.90$11,930$1,110.39+$3.4KMAKOX
2$23,163$6,713.64$14,133$1,224.34+$9.0KMAKOX
3$34,238$9,453.81$16,632$1,340.46+$17.6KMAKOX
4$49,694$13,059.94$19,454$1,457.97+$30.2KMAKOX
5$70,889$17,715.72$22,626$1,576.08+$48.3KMAKOX
6$99,469$23,618.08$26,175$1,694.09+$73.3KMAKOX
7$137,404$30,972.16$30,133$1,811.32+$107.3KMAKOX
8$187,008$39,985.20$34,531$1,927.17+$152.5KMAKOX
9$250,958$50,859.85$39,403$2,041.08+$211.6KMAKOX
10$332,312$63,787.14$44,787$2,152.59+$287.5KMAKOX

MAKOX vs JEPQ: Complete Analysis 2026

MAKOXStock

Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of companies located in South Korea. A company or other issuer is considered to be "located" in a country or a region, and a security or instrument is deemed to be an Asian (or specific country) security or instrument, if it has substantial ties to that country or region.

Full MAKOX 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.