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MONTF vs JEPQ: Dividend Comparison 2026

MONTF yields 407.64% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MONTF wins by $4.31M in total portfolio value
10 years
MONTF
MONTF
● Live price
407.64%
Share price
$0.00
Annual div
$0.01
5Y div CAGR
-26.5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$4.35M
Annual income
$379,023.01
Full MONTF 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 — MONTF vs JEPQ

📍 MONTF 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 PeriodMONTFJEPQ
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, MONTF + JEPQ cover 0 of 12 monthsgood coverage

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

MONTF
Annual income on $10K today (after 15% tax)
$34,649.33/yr
After 10yr DRIP, annual income (after tax)
$322,169.56/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, MONTF beats the other by $320,339.86/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MONTF: 50%JEPQ: 50%
100% JEPQ50/50100% MONTF
Portfolio after 10yr
$2.20M
Annual income
$190,587.80/yr
Blended yield
8.67%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MONTF buys
0
JEPQ buys
0
No recent congressional trades found for MONTF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMONTFJEPQ
Forward yield407.64%11.10%
Annual dividend / share$0.01$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-26.5%0%
Portfolio after 10y$4.35M$44.8K
Annual income after 10y$379,023.01$2,152.59
Total dividends collected$3.43M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMONTF PortfolioMONTF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$40,661$29,961.48$11,930$1,110.39+$28.7KMONTF
2$127,193$83,685.45$14,133$1,224.34+$113.1KMONTF
3$315,915$179,818.48$16,632$1,340.46+$299.3KMONTF
4$644,822$306,792.31$19,454$1,457.97+$625.4KMONTF
5$1,120,106$430,147.15$22,626$1,576.08+$1.10MMONTF
6$1,711,777$513,263.35$26,175$1,694.09+$1.69MMONTF
7$2,370,407$538,805.21$30,133$1,811.32+$2.34MMONTF
8$3,048,855$512,520.22$34,531$1,927.17+$3.01MMONTF
9$3,715,098$452,823.05$39,403$2,041.08+$3.68MMONTF
10$4,354,178$379,023.01$44,787$2,152.59+$4.31MMONTF

MONTF vs JEPQ: Complete Analysis 2026

MONTFStock

Montfort Capital Corp. acquires, manages, and builds companies that delivers private credit to diversified markets in North America. The company offers asset-based private credit for mid-market borrowers; revenue-based investment to business-to-business Software-as-a-Service businesses; and loan management services. The company was formerly known as TIMIA Capital Corp. and changed its name to Montfort Capital Corp. in June 2022. Montfort Capital Corp. was incorporated in 2007 and is headquartered in Vancouver, Canada.

Full MONTF 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.