HomeCompareMTUAF vs JEPQ

MTUAF vs JEPQ: Dividend Comparison 2026

MTUAF yields 0.74% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 MTUAF wins by $1.72M in total portfolio value· pulled ahead in Year 6
10 years
MTUAF
MTUAF
● Live price
0.74%
Share price
$350.22
Annual div
$2.58
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1.76M
Annual income
$1,397,089.94
Full MTUAF 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 — MTUAF vs JEPQ

📍 MTUAF pulled ahead of the other in Year 6

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 PeriodMTUAFJEPQ
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, MTUAF + JEPQ cover 0 of 12 monthsgood coverage

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

MTUAF
Annual income on $10K today (after 15% tax)
$62.61/yr
After 10yr DRIP, annual income (after tax)
$1,187,526.45/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, MTUAF beats the other by $1,185,696.75/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MTUAF: 50%JEPQ: 50%
100% JEPQ50/50100% MTUAF
Portfolio after 10yr
$903.1K
Annual income
$699,621.26/yr
Blended yield
77.47%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on MTUAF right now

MTUAF
Analyst Ratings
1
Buy
2
Hold
Consensus: Hold
Altman Z
3.4
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)

MTUAF buys
0
JEPQ buys
0
No recent congressional trades found for MTUAF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMTUAFJEPQ
Forward yield0.74%11.10%
Annual dividend / share$2.58$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$1.76M$44.8K
Annual income after 10y$1,397,089.94$2,152.59
Total dividends collected$1.71M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMTUAF PortfolioMTUAF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$10,847$147.32$11,930$1,110.39$1.1KJEPQ
2$11,905$298.70$14,133$1,224.34$2.2KJEPQ
3$13,351$612.77$16,632$1,340.46$3.3KJEPQ
4$15,571$1,284.49$19,454$1,457.97$3.9KJEPQ
5$19,460$2,799.96$22,626$1,576.08$3.2KJEPQ
6← crossover$27,364$6,541.04$26,175$1,694.09+$1.2KMTUAF
7$46,471$17,191.56$30,133$1,811.32+$16.3KMTUAF
8$104,295$54,571.48$34,531$1,927.17+$69.8KMTUAF
9$340,523$228,926.72$39,403$2,041.08+$301.1KMTUAF
10$1,761,449$1,397,089.94$44,787$2,152.59+$1.72MMTUAF

MTUAF vs JEPQ: Complete Analysis 2026

MTUAFStock

MTU Aero Engines AG, together with its subsidiaries, develops, manufactures, markets, and maintains commercial and military engines, and aero derivative industrial gas turbines in Germany, other European countries, North America, Asia, and internationally. It operates through two segments, Commercial and Military Engine Business; and Commercial Maintenance Business. The company offers commercial aircraft engines for wide body jets, narrow body and regional jets, and business jets; military aircraft engines for fighter aircraft, helicopters, and transport aircraft; and industrial gas turbines. It also maintains, repairs, and overhauls commercial and military engines; and manufactures and markets various brush seals. The company was formerly known as MTU Aero Engines Holding AG and changed its name to MTU Aero Engines AG in May 2013. MTU Aero Engines AG was founded in 1913 and is headquartered in Munich, Germany.

Full MTUAF 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.