HomeCompareMUSI vs JEPQ

MUSI vs JEPQ: Dividend Comparison 2026

MUSI yields 5.74% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $15.6K in total portfolio value
10 years
MUSI
MUSI
● Live price
5.74%
Share price
$43.74
Annual div
$2.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.2K
Annual income
$828.12
Full MUSI 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 — MUSI vs JEPQ

📍 JEPQ 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 PeriodMUSIJEPQ
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, MUSI + JEPQ cover 0 of 12 monthsgood coverage

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

MUSI
Annual income on $10K today (after 15% tax)
$488.02/yr
After 10yr DRIP, annual income (after tax)
$703.90/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 $1,125.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MUSI: 50%JEPQ: 50%
100% JEPQ50/50100% MUSI
Portfolio after 10yr
$37.0K
Annual income
$1,490.35/yr
Blended yield
4.03%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MUSI buys
0
JEPQ buys
0
No recent congressional trades found for MUSI or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMUSIJEPQ
Forward yield5.74%11.10%
Annual dividend / share$2.51$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.2K$44.8K
Annual income after 10y$828.12$2,152.59
Total dividends collected$7.1K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMUSI PortfolioMUSI Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,274$574.14$11,930$1,110.39$656.00JEPQ
2$12,668$604.95$14,133$1,224.34$1.5KJEPQ
3$14,190$635.29$16,632$1,340.46$2.4KJEPQ
4$15,849$665.06$19,454$1,457.97$3.6KJEPQ
5$17,652$694.19$22,626$1,576.08$5.0KJEPQ
6$19,611$722.61$26,175$1,694.09$6.6KJEPQ
7$21,734$750.25$30,133$1,811.32$8.4KJEPQ
8$24,032$777.08$34,531$1,927.17$10.5KJEPQ
9$26,517$803.05$39,403$2,041.08$12.9KJEPQ
10$29,202$828.12$44,787$2,152.59$15.6KJEPQ

MUSI vs JEPQ: Complete Analysis 2026

MUSIStock

Seeks to provide a high level of current income and total return

Full MUSI 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.