HomeCompareMCG vs JEPQ

MCG vs JEPQ: Dividend Comparison 2026

MCG yields 30.40% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $19.4K in total portfolio value· pulled ahead in Year 2
10 years
MCG
MCG
● Live price
30.40%
Share price
$6.58
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.4K
Annual income
$3.83
Full MCG 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 — MCG vs JEPQ

📍 JEPQ pulled ahead of the other in Year 2

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 PeriodMCGJEPQ
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, MCG + JEPQ cover 0 of 12 monthsgood coverage

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

MCG
Annual income on $10K today (after 15% tax)
$2,583.59/yr
After 10yr DRIP, annual income (after tax)
$3.26/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 $1,826.45/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MCG: 50%JEPQ: 50%
100% JEPQ50/50100% MCG
Portfolio after 10yr
$35.1K
Annual income
$1,078.20/yr
Blended yield
3.07%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MCG right now

MCG
Analyst Ratings
4
Buy
3
Hold
2
Sell
Consensus: Buy
Price Target
$4.50
-31.6% upside vs current
Range: $4.50 — $4.50
Altman Z
0.5
Piotroski
3/9
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)

MCG buys
0
JEPQ buys
0
No recent congressional trades found for MCG or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMCGJEPQ
Forward yield30.40%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$25.4K$44.8K
Annual income after 10y$3.83$2,152.59
Total dividends collected$3.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMCG PortfolioMCG Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$12,220$1,519.76$11,930$1,110.39+$290.00MCG
2← crossover$13,943$867.81$14,133$1,224.34$190.00JEPQ
3$15,382$462.70$16,632$1,340.46$1.3KJEPQ
4$16,697$238.53$19,454$1,457.97$2.8KJEPQ
5$17,987$120.99$22,626$1,576.08$4.6KJEPQ
6$19,307$60.91$26,175$1,694.09$6.9KJEPQ
7$20,689$30.55$30,133$1,811.32$9.4KJEPQ
8$22,152$15.30$34,531$1,927.17$12.4KJEPQ
9$23,710$7.65$39,403$2,041.08$15.7KJEPQ
10$25,374$3.83$44,787$2,152.59$19.4KJEPQ

MCG vs JEPQ: Complete Analysis 2026

MCGStock

Membership Collective Group Inc. operates a global membership platform of physical and digital spaces that connects members worldwide. The company's members use the MCG platform to work and socialize, connect, create, and have fun. As of January 2, 2022, it served approximately 155,800 members through a portfolio of 33 Soho Houses, 9 Soho Works clubs, The Ned in London, Soho Home, and Scorpios Beach Club in Mykonos, as well as digital channels. The company was founded in 1995 and is headquartered in New York, New York.

Full MCG 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.