HomeCompareMDSMF vs JEPQ

MDSMF vs JEPQ: Dividend Comparison 2026

MDSMF yields 100000.00% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MDSMF wins by $4.832206901976048e+26M in total portfolio value
10 years
MDSMF
MDSMF
● Live price
100000.00%
Share price
$0.00
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$4.832206901976048e+26M
Annual income
$482,271,988,201,431,700,000,000,000,000,000.00
Full MDSMF 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 — MDSMF vs JEPQ

📍 MDSMF 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 PeriodMDSMFJEPQ
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, MDSMF + JEPQ cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

MDSMF
Annual income on $10K today (after 15% tax)
$8,500,000.00/yr
After 10yr DRIP, annual income (after tax)
$409,931,189,971,216,900,000,000,000,000,000.00/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, MDSMF beats the other by $409,931,189,971,216,900,000,000,000,000,000.00/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MDSMF: 50%JEPQ: 50%
100% JEPQ50/50100% MDSMF
Portfolio after 10yr
$2.416103450988024e+26M
Annual income
$241,135,994,100,715,840,000,000,000,000,000.00/yr
Blended yield
99.80%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MDSMF buys
0
JEPQ buys
0
No recent congressional trades found for MDSMF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMDSMFJEPQ
Forward yield100000.00%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$4.832206901976048e+26M$44.8K
Annual income after 10y$482,271,988,201,431,700,000,000,000,000,000.00$2,152.59
Total dividends collected$4.8315851896727036e+26M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMDSMF PortfolioMDSMF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,010,700$10,000,000.00$11,930$1,110.39+$10.00MMDSMF
2$9,366,505,842$9,355,794,392.52$14,133$1,224.34+$9366.49MMDSMF
3$8,191,091,111,834$8,181,068,950,583.78$16,632$1,340.46+$8191091.10MMDSMF
4$6,695,134,751,499,451$6,686,370,284,009,789.00$19,454$1,457.97+$6695134751.48MMDSMF
5$5,114,850,040,116,031,000$5,107,686,245,931,928,000.00$22,626$1,576.08+$5114850040116.01MMDSMF
6$3,652,290,278,277,141,000,000$3,646,817,388,734,216,400,000.00$26,175$1,694.09+$3652290278277141.00MMDSMF
7$2,437,583,176,648,375,000,000,000$2,433,675,226,050,619,000,000,000.00$30,133$1,811.32+$2437583176648375296.00MMDSMF
8$1,520,612,508,079,010,700,000,000,000$1,518,004,294,079,997,000,000,000,000.00$34,531$1,927.17+$1.5206125080790106e+21MMDSMF
9$886,637,379,601,106,600,000,000,000,000$885,010,324,217,461,900,000,000,000,000.00$39,403$2,041.08+$8.866373796011065e+23MMDSMF
10$483,220,690,197,604,800,000,000,000,000,000$482,271,988,201,431,700,000,000,000,000,000.00$44,787$2,152.59+$4.832206901976048e+26MMDSMF

MDSMF vs JEPQ: Complete Analysis 2026

MDSMFStock

Ten Sixty Four Limited, together with its subsidiaries, engages in the exploration, evaluation, development, production, and sale of gold properties in the Asia Pacific. Its flagship property is the Co-O Gold Mine, which includes 410 km² of tenements covering an area of approximately 70km of strike length located in Central Eastern Mindanao in the Republic of the Philippines. The company was formerly known as Medusa Mining Limited and changed its name to Ten Sixty Four Limited in May 2022. Ten Sixty Four Limited was incorporated in 2002 and is based in West Perth, Australia.

Full MDSMF 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 MDSMF vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

MDSMF vs SCHDMDSMF vs JEPIMDSMF vs OMDSMF vs KOMDSMF vs MAINMDSMF vs XYLDMDSMF vs QYLDMDSMF 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.