HomeCompareMTTRF vs JEPQ

MTTRF vs JEPQ: Dividend Comparison 2026

MTTRF yields 31.01% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $19.3K in total portfolio value· pulled ahead in Year 2
10 years
MTTRF
MTTRF
● Live price
31.01%
Share price
$6.45
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.5K
Annual income
$3.92
Full MTTRF 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 — MTTRF vs JEPQ

📍 JEPQ pulled ahead of the other in Year 2

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodMTTRFJEPQ
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, MTTRF + JEPQ cover 0 of 12 monthsgood coverage

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

MTTRF
Annual income on $10K today (after 15% tax)
$2,635.66/yr
After 10yr DRIP, annual income (after tax)
$3.33/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, JEPQ beats the other by $1,826.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MTTRF: 50%JEPQ: 50%
100% JEPQ50/50100% MTTRF
Portfolio after 10yr
$35.1K
Annual income
$1,078.25/yr
Blended yield
3.07%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MTTRF right now

MTTRF
Analyst Ratings
1
Buy
Consensus: Buy
Altman Z
1.4
Piotroski
6/9
JEPQ
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MTTRF buys
0
JEPQ buys
0
No recent congressional trades found for MTTRF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMTTRFJEPQ
Forward yield31.01%11.10%
Annual dividend / share$2.00$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$25.5K$44.8K
Annual income after 10y$3.92$2,152.59
Total dividends collected$3.4K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMTTRF PortfolioMTTRF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$12,250$1,550.39$11,930$1,110.39+$320.00MTTRF
2← crossover$13,995$887.52$14,133$1,224.34$138.00JEPQ
3$15,449$473.80$16,632$1,340.46$1.2KJEPQ
4$16,775$244.40$19,454$1,457.97$2.7KJEPQ
5$18,073$124.01$22,626$1,576.08$4.6KJEPQ
6$19,401$62.43$26,175$1,694.09$6.8KJEPQ
7$20,790$31.32$30,133$1,811.32$9.3KJEPQ
8$22,261$15.68$34,531$1,927.17$12.3KJEPQ
9$23,827$7.85$39,403$2,041.08$15.6KJEPQ
10$25,499$3.92$44,787$2,152.59$19.3KJEPQ

MTTRF vs JEPQ: Complete Analysis 2026

MTTRFStock

Mattr Corp. operates as a materials technology company that serves the transportation, communication, water management, and energy and electrification markets in Canada, the United States, Latin America, Europe, the Middle East, Africa, and the Asia Pacific. It operates in two segments: Composite Technologies and Connection Technologies. The Composite Technologies segment manufactures flexible composite pipes used for oil and gas gathering lines and other applications under the Flexpipe brand; and fiberglass reinforced plastic fuel and water underground storage tanks, as well as HydroChain stormwater management products, including infiltration chambers for the retail fuel, water, stormwater and wastewater, and oil and gas markets under the Xerxes brand. The Connection Technologies segment manufactures heat-shrinkable products, including thin, medium, and heavy-walled tubing; sleeves and molded products, as well as heat-shrink accessories and equipment; and low-voltage wires, cables, connectors, and harness solutions for control, instrumentation, thermocouple, power, and industrial automation applications. The company was formerly known as Shawcor Ltd. and changed its name to Mattr Corp. in January 2024. Mattr Corp. was incorporated in 1968 and is headquartered in Vaughan, Canada.

Full MTTRF 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.