HomeCompareMRTI vs JEPQ

MRTI vs JEPQ: Dividend Comparison 2026

MRTI yields 1.30% · JEPQ yields 11.47%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $25.9K in total portfolio value
10 years
MRTI
MRTI
● Live price
1.30%
Share price
$77.11
Annual div
$1.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.9K
Annual income
$0.13
Full MRTI calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.47%
Share price
$53.77
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$45.8K
Annual income
$2,269.18
Full JEPQ calculator →

Portfolio growth — MRTI vs JEPQ

📍 JEPQ 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 PeriodMRTIJEPQ
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, MRTI + JEPQ cover 0 of 12 monthsgood coverage

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

MRTI
Annual income on $10K today (after 15% tax)
$110.23/yr
After 10yr DRIP, annual income (after tax)
$0.11/yr
JEPQ
Annual income on $10K today (after 15% tax)
$974.55/yr
After 10yr DRIP, annual income (after tax)
$1,928.80/yr
At 15% tax rate, JEPQ beats the other by $1,928.69/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MRTI: 50%JEPQ: 50%
100% JEPQ50/50100% MRTI
Portfolio after 10yr
$32.8K
Annual income
$1,134.65/yr
Blended yield
3.45%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MRTI buys
0
JEPQ buys
0
No recent congressional trades found for MRTI or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMRTIJEPQ
Forward yield1.30%11.47%
Annual dividend / share$1.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$19.9K$45.8K
Annual income after 10y$0.13$2,269.18
Total dividends collected$130.00$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMRTI PortfolioMRTI Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$10,765$64.84$11,967$1,146.53$1.2KJEPQ
2$11,551$32.62$14,216$1,268.02$2.7KJEPQ
3$12,376$16.36$16,774$1,392.20$4.4KJEPQ
4$13,250$8.19$19,667$1,518.21$6.4KJEPQ
5$14,182$4.10$22,925$1,645.21$8.7KJEPQ
6$15,177$2.05$26,578$1,772.40$11.4KJEPQ
7$16,240$1.02$30,656$1,899.04$14.4KJEPQ
8$17,378$0.51$35,194$2,024.45$17.8KJEPQ
9$18,594$0.26$40,228$2,148.01$21.6KJEPQ
10$19,896$0.13$45,796$2,269.18$25.9KJEPQ

MRTI vs JEPQ: Complete Analysis 2026

MRTIStock

Maxus Realty Trust, Inc., a real estate investment trust (REIT), makes equity investments in real estate properties in the United States. The company primarily invests in multifamily housing properties. As of June 30, 2005, it operated eight apartment communities. The company has elected to be treated as a REIT under the Internal Revenue Code of 1986 and would not be subject to federal income tax, if it distributes at least 90% of its taxable income to its shareholders. The company, formerly known as Nooney Realty Trust, Inc., was formed in 1984. Maxus Realty is based in North Kansas City, Missouri.

Full MRTI 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.