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RUSMF vs JEPQ: Dividend Comparison 2026

RUSMF yields 3.63% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $13.3K in total portfolio value
10 years
RUSMF
RUSMF
● Live price
3.63%
Share price
$34.31
Annual div
$1.25
5Y div CAGR
12.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.4K
Annual income
$1,762.82
Full RUSMF 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 — RUSMF 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 PeriodRUSMFJEPQ
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, RUSMF + JEPQ cover 0 of 12 monthsgood coverage

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

RUSMF
Annual income on $10K today (after 15% tax)
$308.50/yr
After 10yr DRIP, annual income (after tax)
$1,498.40/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 $331.30/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

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

RUSMF: 50%JEPQ: 50%
100% JEPQ50/50100% RUSMF
Portfolio after 10yr
$38.1K
Annual income
$1,957.70/yr
Blended yield
5.14%
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Analyst Conviction Gap

Where Wall Street is most bullish on RUSMF right now

RUSMF
Analyst Ratings
1
Buy
3
Hold
Consensus: Hold
Altman Z
4.5
Piotroski
7/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RUSMF buys
0
JEPQ buys
0
No recent congressional trades found for RUSMF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRUSMFJEPQ
Forward yield3.63%11.10%
Annual dividend / share$1.25$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR12.4%0%
Portfolio after 10y$31.4K$44.8K
Annual income after 10y$1,762.82$2,152.59
Total dividends collected$9.3K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearRUSMF PortfolioRUSMF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,108$407.94$11,930$1,110.39$822.00JEPQ
2$12,362$476.01$14,133$1,224.34$1.8KJEPQ
3$13,783$556.46$16,632$1,340.46$2.8KJEPQ
4$15,400$651.78$19,454$1,457.97$4.1KJEPQ
5$17,243$764.97$22,626$1,576.08$5.4KJEPQ
6$19,350$899.75$26,175$1,694.09$6.8KJEPQ
7$21,765$1,060.63$30,133$1,811.32$8.4KJEPQ
8$24,541$1,253.22$34,531$1,927.17$10.0KJEPQ
9$27,744$1,484.43$39,403$2,041.08$11.7KJEPQ
10$31,449$1,762.82$44,787$2,152.59$13.3KJEPQ

RUSMF vs JEPQ: Complete Analysis 2026

RUSMFStock

Russel Metals Inc. operates as a metal distribution company in North America. The company operates through three segments: Metals Service Centers, Energy Products, and Steel Distributors. The Metal Service Centers segment sells plates, flat rolled carbon, stainless steel, aluminum, and other non-ferrous specialty metal products, as well as general line steel products, such as plates, structural shapes, bars, sheets, pipes, tubing, and hollow structural steel tubing. It also offers services, including fiber tube and flat laser processing; multi-dimensional press braking and rolling; shearing, slitting, and cutting to length; laser, oxy-fuel, and plasma cutting; stretcher and traditional leveling; beam drilling, notching, coping, and tee-splitting; saw cutting; edge trimming; and cambering. This segment serves customers in industries, such as machinery and equipment manufacturing, construction, ship building, and natural resources. The Energy Products segment distributes flanges, valves, fittings, and tubular goods primarily to energy industry. The Steel Distributors segment operates as a steel distributor for steel service centers and large equipment manufactures. Russel Metals Inc. was incorporated in 1929 and is headquartered in Mississauga, Canada.

Full RUSMF 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.