HomeCompareNYMTG vs JEPQ

NYMTG vs JEPQ: Dividend Comparison 2026

NYMTG yields 6.85% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NYMTG wins by $370.4K in total portfolio value· pulled ahead in Year 3
10 years
NYMTG
NYMTG
● Live price
6.85%
Share price
$24.99
Annual div
$1.71
5Y div CAGR
39.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$415.2K
Annual income
$202,364.78
Full NYMTG 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 — NYMTG vs JEPQ

📍 NYMTG pulled ahead of the other in Year 3

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 PeriodNYMTGJEPQ
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, NYMTG + JEPQ cover 0 of 12 monthsgood coverage

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

NYMTG
Annual income on $10K today (after 15% tax)
$581.95/yr
After 10yr DRIP, annual income (after tax)
$172,010.06/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, NYMTG beats the other by $170,180.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NYMTG: 50%JEPQ: 50%
100% JEPQ50/50100% NYMTG
Portfolio after 10yr
$230.0K
Annual income
$102,258.68/yr
Blended yield
44.46%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NYMTG buys
0
JEPQ buys
0
No recent congressional trades found for NYMTG or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNYMTGJEPQ
Forward yield6.85%11.10%
Annual dividend / share$1.71$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR39.2%0%
Portfolio after 10y$415.2K$44.8K
Annual income after 10y$202,364.78$2,152.59
Total dividends collected$369.1K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearNYMTG PortfolioNYMTG Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,653$953.03$11,930$1,110.39$277.00JEPQ
2$13,914$1,444.77$14,133$1,224.34$219.00JEPQ
3← crossover$17,132$2,244.16$16,632$1,340.46+$500.00NYMTG
4$21,926$3,594.76$19,454$1,457.97+$2.5KNYMTG
5$29,446$5,985.19$22,626$1,576.08+$6.8KNYMTG
6$41,964$10,456.89$26,175$1,694.09+$15.8KNYMTG
7$64,288$19,387.03$30,133$1,811.32+$34.2KNYMTG
8$107,427$38,638.85$34,531$1,927.17+$72.9KNYMTG
9$198,944$83,996.84$39,403$2,041.08+$159.5KNYMTG
10$415,235$202,364.78$44,787$2,152.59+$370.4KNYMTG

NYMTG vs JEPQ: Complete Analysis 2026

NYMTGStock

New York Mortgage Trust, Inc. acquires, invests in, finances, and manages mortgage-related single-family and multi-family residential assets in the United States. The company's targeted residential loans, including business purpose loans; agency RMBS; non-agency residential mortgage-backed securities (RMBS); structured multi-family property investments, such as preferred equity in, and mezzanine loans to owners of multi-family properties; and other mortgage-, residential housing- and credit-related assets and strategic investments; and commercial mortgage-backed securities (CMBS). It also owns and manages single-family rental properties. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. New York Mortgage Trust, Inc. was incorporated in 2003 and is headquartered in New York, New York.

Full NYMTG 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.