HomeCompareMAKSY vs JEPQ

MAKSY vs JEPQ: Dividend Comparison 2026

MAKSY yields 1.09% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $24.9K in total portfolio value
10 years
MAKSY
MAKSY
● Live price
1.09%
Share price
$9.40
Annual div
$0.10
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.9K
Annual income
$0.11
Full MAKSY 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 — MAKSY 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 PeriodMAKSYJEPQ
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, MAKSY + JEPQ cover 0 of 12 monthsgood coverage

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

MAKSY
Annual income on $10K today (after 15% tax)
$92.62/yr
After 10yr DRIP, annual income (after tax)
$0.09/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 $1,829.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MAKSY: 50%JEPQ: 50%
100% JEPQ50/50100% MAKSY
Portfolio after 10yr
$32.3K
Annual income
$1,076.34/yr
Blended yield
3.33%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MAKSY right now

MAKSY
Analyst Ratings
5
Buy
1
Hold
Consensus: Buy
Altman Z
4.7
Piotroski
6/9
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)

MAKSY buys
0
JEPQ buys
0
No recent congressional trades found for MAKSY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMAKSYJEPQ
Forward yield1.09%11.10%
Annual dividend / share$0.10$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$19.9K$44.8K
Annual income after 10y$0.11$2,152.59
Total dividends collected$109.00$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMAKSY PortfolioMAKSY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,754$54.48$11,930$1,110.39$1.2KJEPQ
2$11,535$27.38$14,133$1,224.34$2.6KJEPQ
3$12,356$13.72$16,632$1,340.46$4.3KJEPQ
4$13,228$6.87$19,454$1,457.97$6.2KJEPQ
5$14,157$3.44$22,626$1,576.08$8.5KJEPQ
6$15,150$1.72$26,175$1,694.09$11.0KJEPQ
7$16,211$0.86$30,133$1,811.32$13.9KJEPQ
8$17,346$0.43$34,531$1,927.17$17.2KJEPQ
9$18,561$0.21$39,403$2,041.08$20.8KJEPQ
10$19,860$0.11$44,787$2,152.59$24.9KJEPQ

MAKSY vs JEPQ: Complete Analysis 2026

MAKSYStock

Marks and Spencer Group plc operates various retail stores. It operates through five segments: UK Clothing & Home, UK Food, International, Ocado, and All Other. The company offers protein deli and dairy; produce; ambient and in-store bakery; meals dessert and frozen; and hospitality and 'Food on the Move' products. The company also provides womenswear, menswear, lingerie, kids wear, and home products; financial services, including credit cards, payment solutions, insurances, savings, and loans; and renewable energy services. In addition, it invests in and develops real estate properties; operates international franchises; and provides its products online. The company also exports its products. It operates 1,487 stores in worldwide. The company was founded in 1884 and is headquartered in London, the United Kingdom.

Full MAKSY 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.