HomeCompareMMSMY vs JEPQ

MMSMY vs JEPQ: Dividend Comparison 2026

MMSMY yields 0.68% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MMSMY wins by $1.38M in total portfolio value· pulled ahead in Year 6
10 years
MMSMY
MMSMY
● Live price
0.68%
Share price
$36.52
Annual div
$0.25
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1.43M
Annual income
$1,115,400.55
Full MMSMY 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 — MMSMY vs JEPQ

📍 MMSMY pulled ahead of the other in Year 6

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 PeriodMMSMYJEPQ
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, MMSMY + JEPQ cover 0 of 12 monthsgood coverage

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

MMSMY
Annual income on $10K today (after 15% tax)
$58.19/yr
After 10yr DRIP, annual income (after tax)
$948,090.47/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, MMSMY beats the other by $946,260.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MMSMY: 50%JEPQ: 50%
100% JEPQ50/50100% MMSMY
Portfolio after 10yr
$736.6K
Annual income
$558,776.56/yr
Blended yield
75.86%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MMSMY buys
0
JEPQ buys
0
No recent congressional trades found for MMSMY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMMSMYJEPQ
Forward yield0.68%11.10%
Annual dividend / share$0.25$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$1.43M$44.8K
Annual income after 10y$1,115,400.55$2,152.59
Total dividends collected$1.38M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMMSMY PortfolioMMSMY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$10,837$136.91$11,930$1,110.39$1.1KJEPQ
2$11,873$277.33$14,133$1,224.34$2.3KJEPQ
3$13,272$567.92$16,632$1,340.46$3.4KJEPQ
4$15,387$1,186.61$19,454$1,457.97$4.1KJEPQ
5$19,036$2,571.53$22,626$1,576.08$3.6KJEPQ
6← crossover$26,315$5,946.33$26,175$1,694.09+$140.00MMSMY
7$43,522$15,364.55$30,133$1,811.32+$13.4KMMSMY
8$94,065$47,497.14$34,531$1,927.17+$59.5KMMSMY
9$292,534$191,883.73$39,403$2,041.08+$253.1KMMSMY
10$1,428,411$1,115,400.55$44,787$2,152.59+$1.38MMMSMY

MMSMY vs JEPQ: Complete Analysis 2026

MMSMYStock

Mitsui Kinzoku Co., Ltd. engages in the manufacture and sale of functional materials, electronic materials, and automotive parts. It operates through the following segments: Engineered Materials, Metals, Automotive Parts and Components, and Affiliates Coordination. The Engineered Materials segment offers battery materials, exhaust gas purification catalysts, functional powders, copper foil, and ceramic products. The Metals segment provides zinc, lead, copper, gold, and silver. It also deals with the resource recycling business. The Automotive Parts and Components segment handles the manufacture and sale of door locks for automobiles. The Affiliates Coordination segment covers die cast, powder metallurgy, copper, and pearlite products. The company was founded in September 1874 and is headquartered in Tokyo, Japan.

Full MMSMY 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.