HomeCompareNYMTI vs JEPQ

NYMTI vs JEPQ: Dividend Comparison 2026

NYMTI yields 6.80% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 NYMTI wins by $752.8K in total portfolio value· pulled ahead in Year 3
10 years
NYMTI
NYMTI
● Live price
6.80%
Share price
$25.15
Annual div
$1.71
5Y div CAGR
44.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$797.6K
Annual income
$457,381.08
Full NYMTI 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 — NYMTI vs JEPQ

📍 NYMTI 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 PeriodNYMTIJEPQ
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, NYMTI + JEPQ cover 0 of 12 monthsgood coverage

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

NYMTI
Annual income on $10K today (after 15% tax)
$578.25/yr
After 10yr DRIP, annual income (after tax)
$388,773.92/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, NYMTI beats the other by $386,944.22/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

NYMTI: 50%JEPQ: 50%
100% JEPQ50/50100% NYMTI
Portfolio after 10yr
$421.2K
Annual income
$229,766.83/yr
Blended yield
54.55%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

NYMTI buys
0
JEPQ buys
0
No recent congressional trades found for NYMTI or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNYMTIJEPQ
Forward yield6.80%11.10%
Annual dividend / share$1.71$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR44.2%0%
Portfolio after 10y$797.6K$44.8K
Annual income after 10y$457,381.08$2,152.59
Total dividends collected$738.4K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearNYMTI PortfolioNYMTI Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,681$980.98$11,930$1,110.39$249.00JEPQ
2$14,043$1,544.27$14,133$1,224.34$90.00JEPQ
3← crossover$17,528$2,501.97$16,632$1,340.46+$896.00NYMTI
4$22,963$4,208.58$19,454$1,457.97+$3.5KNYMTI
5$32,001$7,430.60$22,626$1,576.08+$9.4KNYMTI
6$48,197$13,955.27$26,175$1,694.09+$22.0KNYMTI
7$79,896$28,324.91$30,133$1,811.32+$49.8KNYMTI
8$148,766$63,278.19$34,531$1,927.17+$114.2KNYMTI
9$317,968$158,788.10$39,403$2,041.08+$278.6KNYMTI
10$797,607$457,381.08$44,787$2,152.59+$752.8KNYMTI

NYMTI vs JEPQ: Complete Analysis 2026

NYMTIStock

New York Mortgage Trust, Inc. acquires, invests in, finances, and manages mortgage-related single-family and multi-family residential assets in the United States. Its targeted investments include residential loans, including business purpose loans; structured multi-family property investments, such as preferred equity in, and mezzanine loans to owners of multi-family properties; non-agency residential mortgage-backed securities (RMBS); agency RMBS; commercial mortgage-backed securities (CMBS); single-family rental properties; and other mortgage, residential housing, and credit-related assets. The company also 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 NYMTI 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.