HomeCompareMTHRF vs JEPQ

MTHRF vs JEPQ: Dividend Comparison 2026

MTHRF yields 2.46% · JEPQ yields 11.47%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MTHRF wins by $161.03M in total portfolio value· pulled ahead in Year 4
10 years
MTHRF
MTHRF
● Live price
2.46%
Share price
$11.00
Annual div
$0.27
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$161.08M
Annual income
$149,403,565.09
Full MTHRF 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 — MTHRF vs JEPQ

📍 MTHRF pulled ahead of the other in Year 4

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 PeriodMTHRFJEPQ
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, MTHRF + JEPQ cover 0 of 12 monthsgood coverage

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

MTHRF
Annual income on $10K today (after 15% tax)
$208.98/yr
After 10yr DRIP, annual income (after tax)
$126,993,030.33/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, MTHRF beats the other by $126,991,101.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MTHRF: 50%JEPQ: 50%
100% JEPQ50/50100% MTHRF
Portfolio after 10yr
$80.56M
Annual income
$74,702,917.13/yr
Blended yield
92.73%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MTHRF buys
0
JEPQ buys
0
No recent congressional trades found for MTHRF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMTHRFJEPQ
Forward yield2.46%11.47%
Annual dividend / share$0.27$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$161.08M$45.8K
Annual income after 10y$149,403,565.09$2,269.18
Total dividends collected$160.18M$17.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMTHRF PortfolioMTHRF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,192$491.71$11,967$1,146.53$775.00JEPQ
2$13,004$1,028.61$14,216$1,268.02$1.2KJEPQ
3$16,148$2,233.93$16,774$1,392.20$626.00JEPQ
4← crossover$22,463$5,185.18$19,667$1,518.21+$2.8KMTHRF
5$37,518$13,482.48$22,925$1,645.21+$14.6KMTHRF
6$82,235$42,090.44$26,578$1,772.40+$55.7KMTHRF
7$260,433$172,441.90$30,656$1,899.04+$229.8KMTHRF
8$1,299,435$1,020,771.54$35,194$2,024.45+$1.26MMTHRF
9$10,910,302$9,519,905.91$40,228$2,148.01+$10.87MMTHRF
10$161,077,588$149,403,565.09$45,796$2,269.18+$161.03MMTHRF

MTHRF vs JEPQ: Complete Analysis 2026

MTHRFStock

M3, Inc. provides medical-related services primarily to physicians and other healthcare professionals through Internet. The company operates through five reporting segments: Medical Platform, Evidence Solution, Career Solution, Site Solution, and Overseas. It operates m3.com, a members-only Web site for providing information to the healthcare professionals; MR-kun, where member doctors can independently and continuously receive information on the m3com platform; QOL-kun that provides life support information other than medical information to members; AskDoctors, where registered doctors answer questions about health and illness from the general public; MDLinx for medical professionals in the United States; and Doctorsnetuk, a website that provides developing services for pharmaceutical companies, as well as provides drug information database in France, Germany, and Spain. The company also provides career services for doctors and pharmacists through m3com CAREER. In addition, it engages in the sales activities and marketing operations for pharmaceuticals and medical devices; development, sale, and support business of electronic medical records and medical equipment for medical institutions; survey service for medical professionals; sale and marketing support businesses for pharmaceutical companies, etc. through the Internet; provision of management support and consulting services to medical institutions, and home-visit nursing services; and provision of human resources services for healthcare professionals, as well as operates clinical trial facilities. The company was formerly known as So-netM3, Inc. and changed its name to M3, Inc. in January 2010. M3, Inc. was incorporated in 2000 and is headquartered in Tokyo, Japan.

Full MTHRF 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.