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MST vs JEPQ: Dividend Comparison 2026

MST yields 108.19% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MST wins by $5.37M in total portfolio value
10 years
MST
MST
● Live price
108.19%
Share price
$20.19
Annual div
$21.84
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$5.42M
Annual income
$1,921,440.39
Full MST 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 — MST vs JEPQ

📍 MST 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 PeriodMSTJEPQ
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, MST + JEPQ cover 0 of 12 monthsgood coverage

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

MST
Annual income on $10K today (after 15% tax)
$9,196.17/yr
After 10yr DRIP, annual income (after tax)
$1,633,224.33/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, MST beats the other by $1,631,394.63/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MST: 50%JEPQ: 50%
100% JEPQ50/50100% MST
Portfolio after 10yr
$2.73M
Annual income
$961,796.48/yr
Blended yield
35.23%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MST buys
0
JEPQ buys
0
No recent congressional trades found for MST or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMSTJEPQ
Forward yield108.19%11.10%
Annual dividend / share$21.84$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$5.42M$44.8K
Annual income after 10y$1,921,440.39$2,152.59
Total dividends collected$4.87M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMST PortfolioMST Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$21,519$10,819.02$11,930$1,110.39+$9.6KMST
2$44,784$21,758.38$14,133$1,224.34+$30.7KMST
3$90,238$42,319.51$16,632$1,340.46+$73.6KMST
4$176,249$79,694.16$19,454$1,457.97+$156.8KMST
5$334,058$145,471.96$22,626$1,576.08+$311.4KMST
6$615,129$257,686.28$26,175$1,694.09+$589.0KMST
7$1,101,644$443,456.69$30,133$1,811.32+$1.07MMST
8$1,920,997$742,237.47$34,531$1,927.17+$1.89MMST
9$3,265,074$1,209,607.17$39,403$2,041.08+$3.23MMST
10$5,415,069$1,921,440.39$44,787$2,152.59+$5.37MMST

MST vs JEPQ: Complete Analysis 2026

MSTStock

The Defiance Daily Target 1.5X Long MSTR ETF (the “Fund”) seeks daily leveraged investment results of one and one-half times (150%) the daily percentage change in the share price of MicroStrategy Incorporated (Nasdaq: MSTR). Because the Fund seeks daily leveraged investment results, it is very different from most other exchange-traded funds and there is no guarantee that the Fund will meet its stated objective. The Fund should not be expected to provide 1.5 times the cumulative return of MSTR for periods greater than a single trading day.

Full MST 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.