HomeCompareMATR vs JEPQ

MATR vs JEPQ: Dividend Comparison 2026

MATR yields 74.77% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $9.3K in total portfolio value· pulled ahead in Year 7
10 years
MATR
MATR
● Live price
74.77%
Share price
$2.68
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.5K
Annual income
$13.17
Full MATR 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 — MATR vs JEPQ

📍 JEPQ pulled ahead of the other in Year 7

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 PeriodMATRJEPQ
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, MATR + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

MATR
Annual income on $10K today (after 15% tax)
$6,355.14/yr
After 10yr DRIP, annual income (after tax)
$11.19/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 $1,818.51/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MATR: 50%JEPQ: 50%
100% JEPQ50/50100% MATR
Portfolio after 10yr
$40.1K
Annual income
$1,082.87/yr
Blended yield
2.70%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MATR buys
0
JEPQ buys
0
No recent congressional trades found for MATR or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMATRJEPQ
Forward yield74.77%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$35.5K$44.8K
Annual income after 10y$13.17$2,152.59
Total dividends collected$9.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMATR PortfolioMATR Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$14,438$3,738.32$11,930$1,110.39+$2.5KMATR
2$17,971$2,522.20$14,133$1,224.34+$3.8KMATR
3$20,696$1,466.99$16,632$1,340.46+$4.1KMATR
4$22,934$789.45$19,454$1,457.97+$3.5KMATR
5$24,949$408.80$22,626$1,576.08+$2.3KMATR
6$26,903$207.80$26,175$1,694.09+$728.00MATR
7← crossover$28,891$104.71$30,133$1,811.32$1.2KJEPQ
8$30,966$52.55$34,531$1,927.17$3.6KJEPQ
9$33,159$26.32$39,403$2,041.08$6.2KJEPQ
10$35,494$13.17$44,787$2,152.59$9.3KJEPQ

MATR vs JEPQ: Complete Analysis 2026

MATRStock

MATR is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in MATR shares.

Full MATR 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 MATR vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

MATR vs SCHDMATR vs JEPIMATR vs OMATR vs KOMATR vs MAINMATR vs XYLDMATR vs QYLDMATR 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.