HomeCompareMTPOF vs JEPQ

MTPOF vs JEPQ: Dividend Comparison 2026

MTPOF yields 2.30% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MTPOF wins by $117.78M in total portfolio value· pulled ahead in Year 4
10 years
MTPOF
MTPOF
● Live price
2.30%
Share price
$1.15
Annual div
$0.03
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$117.83M
Annual income
$108,727,767.73
Full MTPOF 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 — MTPOF vs JEPQ

📍 MTPOF 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 PeriodMTPOFJEPQ
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, MTPOF + JEPQ cover 0 of 12 monthsgood coverage

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

MTPOF
Annual income on $10K today (after 15% tax)
$195.13/yr
After 10yr DRIP, annual income (after tax)
$92,418,602.57/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, MTPOF beats the other by $92,416,772.87/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MTPOF: 50%JEPQ: 50%
100% JEPQ50/50100% MTPOF
Portfolio after 10yr
$58.94M
Annual income
$54,364,960.15/yr
Blended yield
92.24%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MTPOF buys
0
JEPQ buys
0
No recent congressional trades found for MTPOF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMTPOFJEPQ
Forward yield2.30%11.10%
Annual dividend / share$0.03$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$117.83M$44.8K
Annual income after 10y$108,727,767.73$2,152.59
Total dividends collected$117.12M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMTPOF PortfolioMTPOF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,159$459.13$11,930$1,110.39$771.00JEPQ
2$12,898$957.66$14,133$1,224.34$1.2KJEPQ
3$15,870$2,068.94$16,632$1,340.46$762.00JEPQ
4← crossover$21,739$4,758.22$19,454$1,457.97+$2.3KMTPOF
5$35,444$12,183.08$22,626$1,576.08+$12.8KMTPOF
6$75,053$37,128.32$26,175$1,694.09+$48.9KMTPOF
7$227,261$146,954.03$30,133$1,811.32+$197.1KMTPOF
8$1,074,902$831,733.19$34,531$1,927.17+$1.04MMTPOF
9$8,503,318$7,353,172.80$39,403$2,041.08+$8.46MMTPOF
10$117,826,318$108,727,767.73$44,787$2,152.59+$117.78MMTPOF

MTPOF vs JEPQ: Complete Analysis 2026

MTPOFStock

Metropolitan Bank & Trust Company, together with its subsidiaries, provides various commercial and investment banking products and services in the Philippines, rest of Asia, the United States, and Europe. The company's Consumer Banking segment offers consumer type loans and support for the sourcing and generation of consumer business. Its Corporate Banking segment engages in handling loans and other credit facilities; and provides deposit and current accounts for corporate and institutional customers. The company's Investment Banking segment offers structured financing; services relating to privatizations, initial public offerings, and mergers and acquisitions; and advisory services to individuals and institutions. Its Treasury segment provides money market, trading, and treasury services. The company's Branch Banking segment handles branch deposits, as well as offers loans and other loan related products for middle market clients. Its Others segment provides remittances, leasing, account financing, and other support services. The company also provides trade finance, thrift banking, foreign fund transfer, foreign exchange, online and mobile banking, collateral, and trust services. It operates through a network of 701 branches and 1,770 automated teller machines. The company was incorporated in 1962 and is headquartered in Makati City, the Philippines.

Full MTPOF 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.