HomeCompareMRGO vs JEPQ

MRGO vs JEPQ: Dividend Comparison 2026

MRGO yields 28.99% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MRGO wins by $80.0K in total portfolio value
10 years
MRGO
MRGO
● Live price
28.99%
Share price
$6.90
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$124.8K
Annual income
$16,029.67
Full MRGO 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 — MRGO vs JEPQ

📍 MRGO 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 PeriodMRGOJEPQ
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, MRGO + JEPQ cover 0 of 12 monthsgood coverage

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

MRGO
Annual income on $10K today (after 15% tax)
$2,463.77/yr
After 10yr DRIP, annual income (after tax)
$13,625.22/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, MRGO beats the other by $11,795.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MRGO: 50%JEPQ: 50%
100% JEPQ50/50100% MRGO
Portfolio after 10yr
$84.8K
Annual income
$9,091.13/yr
Blended yield
10.72%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MRGO buys
0
JEPQ buys
0
No recent congressional trades found for MRGO or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMRGOJEPQ
Forward yield28.99%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$124.8K$44.8K
Annual income after 10y$16,029.67$2,152.59
Total dividends collected$84.0K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMRGO PortfolioMRGO Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$13,599$2,898.55$11,930$1,110.39+$1.7KMRGO
2$18,234$3,683.75$14,133$1,224.34+$4.1KMRGO
3$24,127$4,616.36$16,632$1,340.46+$7.5KMRGO
4$31,524$5,708.63$19,454$1,457.97+$12.1KMRGO
5$40,702$6,970.98$22,626$1,576.08+$18.1KMRGO
6$51,963$8,411.62$26,175$1,694.09+$25.8KMRGO
7$65,637$10,036.26$30,133$1,811.32+$35.5KMRGO
8$82,079$11,847.88$34,531$1,927.17+$47.5KMRGO
9$101,671$13,846.59$39,403$2,041.08+$62.3KMRGO
10$124,818$16,029.67$44,787$2,152.59+$80.0KMRGO

MRGO vs JEPQ: Complete Analysis 2026

MRGOStock

Margo Caribe Inc. grows, distributes, and installs tropical plants and trees. It also manufactures and distributes its own line of planting media and aggregates, including bark and premium mulch; distributes lawn and garden products; and provides landscaping design and installation services. In addition, Margo Caribe distributes fertilizers, pesticides, and various outdoor products, as well as lawn and garden products, including plastic and terracotta pottery. Further, the company manufactures potting soils, professional growing mixes, river rock, gravel, and related aggregates. Its customers include wholesalers, big box retailers, garden stores, chain stores, municipalities, and landscapers primarily located in Puerto Rico and the northeast Caribbean. The company was founded in 1993 and is based in Vega Alta, Puerto Rico.

Full MRGO 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.