HomeCompareMSOX vs JEPQ

MSOX vs JEPQ: Dividend Comparison 2026

MSOX yields 93.02% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MSOX wins by $2.87M in total portfolio value
10 years
MSOX
MSOX
● Live price
93.02%
Share price
$2.15
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2.92M
Annual income
$936,405.38
Full MSOX 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 — MSOX vs JEPQ

📍 MSOX 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 PeriodMSOXJEPQ
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, MSOX + JEPQ cover 0 of 12 monthsgood coverage

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

MSOX
Annual income on $10K today (after 15% tax)
$7,906.98/yr
After 10yr DRIP, annual income (after tax)
$795,944.57/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, MSOX beats the other by $794,114.87/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MSOX: 50%JEPQ: 50%
100% JEPQ50/50100% MSOX
Portfolio after 10yr
$1.48M
Annual income
$469,278.98/yr
Blended yield
31.69%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MSOX buys
0
JEPQ buys
0
No recent congressional trades found for MSOX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMSOXJEPQ
Forward yield93.02%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$2.92M$44.8K
Annual income after 10y$936,405.38$2,152.59
Total dividends collected$2.58M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMSOX PortfolioMSOX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$20,002$9,302.33$11,930$1,110.39+$8.1KMSOX
2$38,792$17,389.55$14,133$1,224.34+$24.7KMSOX
3$73,026$31,518.57$16,632$1,340.46+$56.4KMSOX
4$133,590$55,452.10$19,454$1,457.97+$114.1KMSOX
5$237,746$94,804.79$22,626$1,576.08+$215.1KMSOX
6$412,072$157,683.40$26,175$1,694.09+$385.9KMSOX
7$696,341$255,423.97$30,133$1,811.32+$666.2KMSOX
8$1,148,476$403,391.61$34,531$1,927.17+$1.11MMSOX
9$1,850,659$621,789.37$39,403$2,041.08+$1.81MMSOX
10$2,916,610$936,405.38$44,787$2,152.59+$2.87MMSOX

MSOX vs JEPQ: Complete Analysis 2026

MSOXStock

The fund will enter into one or more swap agreements intended to produce economically-leveraged investment results relative to the returns of the US Cannabis ETF. The US Cannabis ETF primarily invests in exchange-listed equity securities, including common and preferred stock, of mid- and small-capitalization companies, and in total return swaps intended to provide exposure to such companies. The fund is non-diversified.

Full MSOX 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.