Is MSIQX or JEPQ a better dividend investment in 2026?

MSIQX currently yields 84.26% with a 5% 5-year dividend growth rate. JEPQ yields 11.10% with 5% growth. The better choice depends on your goal: MSIQX offers higher current income.

What is the dividend yield difference between MSIQX and JEPQ?

MSIQX has a forward dividend yield of 84.26% ($5.48/share annually). JEPQ yields 11.10% ($6.16/share annually). The yield gap is 73.16 percentage points.

Home › Compare › MSIQX vs JEPQ

MSIQX vs JEPQ: Dividend Comparison 2026

MSIQX yields 84.26% · JEPQ yields 11.10%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 MSIQX wins by $1.96M in total portfolio value

INVESTMENT

TIME HORIZON10 years

MSIQX

● Live price

84.26%

Share price

$6.50

Annual div

$5.48

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$2.00M

Annual income

$600,413.82

Full MSIQX calculator →

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

● Live price

11.10%

Share price

$55.52

Annual div

$6.16

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$44.8K

Annual income

$2,152.59

Full JEPQ calculator →

Portfolio growth — MSIQX vs JEPQ

📍 MSIQX 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 Period	MSIQX	JEPQ
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, MSIQX + JEPQ cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

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Oct

—

Nov

—

Dec

—

MSIQX 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.

MSIQX

Annual income on $10K today (after 15% tax)

$7,161.84/yr

After 10yr DRIP, annual income (after tax)

$510,351.75/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, MSIQX beats the other by $508,522.05/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

MSIQX: 50%JEPQ: 50%

100% JEPQ50/50100% MSIQX

Portfolio after 10yr

$1.02M

Annual income

$301,283.20/yr

Blended yield

29.44%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MSIQX buys

JEPQ buys

No recent congressional trades found for MSIQX or JEPQ in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricMSIQXJEPQ

Forward yield	84.26% ✓	11.10%
Annual dividend / share	$5.48	$6.16 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$2.00M	$44.8K ✓
Annual income after 10y	$600,413.82 ✓	$2,152.59
Total dividends collected	$1.75M	$16.3K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	MSIQX Portfolio	MSIQX Income/yr	JEPQ Portfolio	JEPQ Income/yr	Gap
1← crossover	$19,126	$8,425.69	$11,930	$1,110.39	+$7.2K → MSIQX
2	$35,525	$15,060.49	$14,133	$1,224.34	+$21.4K → MSIQX
3	$64,156	$26,143.99	$16,632	$1,340.46	+$47.5K → MSIQX
4	$112,772	$44,125.50	$19,454	$1,457.97	+$93.3K → MSIQX
5	$193,155	$72,489.01	$22,626	$1,576.08	+$170.5K → MSIQX
6	$322,712	$116,036.08	$26,175	$1,694.09	+$296.5K → MSIQX
7	$526,485	$181,183.31	$30,133	$1,811.32	+$496.4K → MSIQX
8	$839,591	$276,251.97	$34,531	$1,927.17	+$805.1K → MSIQX
9	$1,310,084	$411,721.22	$39,403	$2,041.08	+$1.27M → MSIQX
10	$2,002,203	$600,413.82	$44,787	$2,152.59	+$1.96M → MSIQX

MSIQX vs JEPQ: Complete Analysis 2026

MSIQX — Stock

Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities. The fund may, but it is not required to, use derivative instruments for a variety of purposes, including hedging, risk management, portfolio management or to earn income.

Full MSIQX Calculator →

JEPQ — ETF

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.