HomeCompareMBOX vs JEPQ

MBOX vs JEPQ: Dividend Comparison 2026

MBOX yields 2.08% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $22.0K in total portfolio value
10 years
MBOX
MBOX
● Live price
2.08%
Share price
$36.47
Annual div
$0.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$238.25
Full MBOX 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 — MBOX 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 PeriodMBOXJEPQ
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, MBOX + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

MBOX
Annual income on $10K today (after 15% tax)
$177.00/yr
After 10yr DRIP, annual income (after tax)
$202.51/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 $1,627.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MBOX: 50%JEPQ: 50%
100% JEPQ50/50100% MBOX
Portfolio after 10yr
$33.8K
Annual income
$1,195.41/yr
Blended yield
3.54%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MBOX buys
0
JEPQ buys
0
No recent congressional trades found for MBOX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMBOXJEPQ
Forward yield2.08%11.10%
Annual dividend / share$0.76$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.7K$44.8K
Annual income after 10y$238.25$2,152.59
Total dividends collected$2.2K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMBOX PortfolioMBOX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,908$208.24$11,930$1,110.39$1.0KJEPQ
2$11,884$212.29$14,133$1,224.34$2.2KJEPQ
3$12,932$216.15$16,632$1,340.46$3.7KJEPQ
4$14,057$219.83$19,454$1,457.97$5.4KJEPQ
5$15,265$223.32$22,626$1,576.08$7.4KJEPQ
6$16,560$226.64$26,175$1,694.09$9.6KJEPQ
7$17,949$229.78$30,133$1,811.32$12.2KJEPQ
8$19,438$232.76$34,531$1,927.17$15.1KJEPQ
9$21,034$235.58$39,403$2,041.08$18.4KJEPQ
10$22,745$238.25$44,787$2,152.59$22.0KJEPQ

MBOX vs JEPQ: Complete Analysis 2026

MBOXStock

The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in equity securities that the Sub-Adviser (Freedom Day Solutions, LLC) believes have the potential to provide rising dividend income streams to the fund over time. Under normal circumstances, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in dividend-paying securities. The fund is non-diversified.

Full MBOX 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.