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MDLM vs JEPQ: Dividend Comparison 2026

MDLM yields 1000000.00% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MDLM wins by $188409716392645591040.00M in total portfolio value
10 years
MDLM
MDLM
● Live price
1000000.00%
Share price
$0.00
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$188409716392645591040.00M
Annual income
$156,820,396,180,463,870,000,000,000.00
Full MDLM 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 — MDLM vs JEPQ

📍 MDLM pulled ahead of the other in Year 1

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 PeriodMDLMJEPQ
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, MDLM + JEPQ cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

MDLM
Annual income on $10K today (after 15% tax)
$85,000,000.00/yr
After 10yr DRIP, annual income (after tax)
$133,297,336,753,394,290,000,000,000.00/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, MDLM beats the other by $133,297,336,753,394,290,000,000,000.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MDLM: 50%JEPQ: 50%
100% JEPQ50/50100% MDLM
Portfolio after 10yr
$94204858196322795520.00M
Annual income
$78,410,198,090,231,930,000,000,000.00/yr
Blended yield
83.23%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MDLM right now

MDLM
Analyst Ratings
1
Buy
4
Hold
Consensus: Hold
Altman Z
-1.2
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)

MDLM buys
0
JEPQ buys
0
No recent congressional trades found for MDLM or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMDLMJEPQ
Forward yield1000000.00% ✓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$188409716392645591040.00M ✓$44.8K
Annual income after 10y$156,820,396,180,463,870,000,000,000.00 ✓$2,152.59
Total dividends collected$186170298512243982336.00M ✓$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMDLM PortfolioMDLM Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$50,010,700$50,000,000.00$11,930$1,110.39+$50.00M → MDLM
2$116,900,941,356$116,847,429,906.54$14,133$1,224.34+$116900.93M → MDLM
3$127,757,345,946,658$127,632,261,939,407.38$16,632$1,340.46+$127757345.93M → MDLM
4$65,316,731,768,579,704$65,180,031,408,416,776.00$19,454$1,457.97+$65316731768.56M → MDLM
5$15,641,708,257,005,480,000$15,571,819,354,013,100,000.00$22,626$1,576.08+$15641708257005.46M → MDLM
6$1,759,286,910,766,321,500,000$1,742,550,282,931,325,600,000.00$26,175$1,694.09+$1759286910766321.50M → MDLM
7$93,467,370,779,778,750,000,000$91,584,933,785,258,800,000,000.00$30,133$1,811.32+$93467370779778752.00M → MDLM
8$2,373,712,470,630,401,000,000,000$2,273,702,383,896,037,800,000,000.00$34,531$1,927.17+$2373712470630401024.00M → MDLM
9$29,522,729,170,263,285,000,000,000$26,982,856,826,688,750,000,000,000.00$39,403$2,041.08+$29522729170263285760.00M → MDLM
10$188,409,716,392,645,600,000,000,000$156,820,396,180,463,870,000,000,000.00$44,787$2,152.59+$188409716392645591040.00M → MDLM

MDLM vs JEPQ: Complete Analysis 2026

MDLM — Stock

Medley Management Inc. is an investment holding company and operate and control all of the business and affairs of Medley LLC and its subsidiaries. Medley Management Inc. was incorporated on June 13, 2014 and is based in New York, New York.

Full MDLM Calculator →

JEPQ — ETF

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.